Mad Hedge Technology Letter February 18, 2026 Fiat Lux Featured Trade: (EXPENSIVE ENERGY A BIG WORRY) (AI)
Tag Archives: (AI)
One of the forgotten risks to AI is the energy capacity situation in the United States. Many people forget that AI will require immense energy with a horde of energy-guzzling data centers to facilitate the next tech revolution. Many consumers have come to realize how the cost of energy has skyrocketed lately, and no doubt […]
Mad Hedge Technology Letter February 9, 2026 Fiat Lux Featured Trade: (CLAUDE IS A WRECKING BALL) (CRM), (AI)
Mad Hedge Technology Letter November 7, 2025 Fiat Lux Featured Trade: (EXPENSIVE ENERGY A BIG WORRY FOR THE FUTURE OF AI) (AI)
Mad Hedge Technology Letter October 29, 2025 Fiat Lux Featured Trade: (THE NEW FRONTIER IN TECH STAFF NUMBERS) (AI), (AMZN), (MSFT), (GOOGL)
Mad Hedge Technology Letter October 29, 2025 Fiat Lux Featured Trade: (THE NEW FRONTIER IN TECH STAFF NUMBERS) (AI), (AMZN), (MSFT), (GOOGL)
Amazon is taking out the knife and getting lean. The repercussions will be widespread as they hack off 30,000 corporate workers starting tomorrow. This means that the AI revolution is in full swing with many of these jobs substituted by AI functions and the rest offshored to arbitrage cheaper labor costs. This is just the […]
Mad Hedge Technology Letter October 27, 2025 Fiat Lux Featured Trade: (QUALCOMM JOINS THE A.I. RACE) (QCOM), (AI), (NVDA), (AMD)
Qualcomm has joined the party and will be a force to reckon with in the near future. Which party? The A.I. party! Chip companies have a small window of opportunity to get a seat at the table or become outdated. The chip industry moves fast, and if you aren’t leveling up, you aren’t even in […]
Mad Hedge Technology Letter October 24, 2025 Fiat Lux Featured Trade: (WEAK CPI GREEN LIGHTS TECH) (AI), (NVDA), (AMD)