Buy the next dip in tech stocks even if it isn’t a large one. Why? We are priced in for 3 rate cuts of .25% at the next 3 Fed meetings, and the huge push for lower rates is putting a solid floor under tech stocks. This is incredibly bullish for the short-term trajectory of […]
Tag Archives: (AI)
Mad Hedge Technology Letter October 20, 2025 Fiat Lux Featured Trade: (CHINA CHANGES THE A.I. RULES YET AGAIN) (AI), (BABA), (AMZN), (GOOGL), (NVDA), (AMD)
China deflates the world and that comes in all sorts of shapes and sizes. Everyday goods shipped from China have certainly made the cost of living lower in the United States for the past 30 years. Then, as China sharpened their knives and got back to work, they began to make electronics and now they […]
Mad Hedge Technology Letter October 17, 2025 Fiat Lux Featured Trade: (EXPENSIVE ENERGY A BIG WORRY FOR THE FUTURE OF AI) (AI)
Mad Hedge Technology Letter September 10, 2025 Fiat Lux Featured Trade: (THE NEWEST MEMBER OF THE MAG 7) (ORCL), (AI)
The current AI boom just had a stunning revelation, and I will tell you about it here. Read this to understand how AI tech could potentially enlarge to the Magnificent 8. If you want to invest in a company that is guaranteed to be part of the AI boom, then look no further than Oracle […]
Mad Hedge Technology Letter September 5, 2025 Fiat Lux Featured Trade: (HUMANOIDS TO THE RESCUE OR NOT) (TSLA), (LLM), (AI)
Mad Hedge Technology Letter August 15, 2025 Fiat Lux Featured Trade: (THE FACTOR THAT COULD KILL AI) (AI)
Accelerating inflation and AI data centers can absolutely create uncontrollable risk to the underlying tech narrative. In a shockingly sneaky way, the cost of electricity is turning into a major sore point for AI data centers. Electricity prices have been skyrocketing over the past year as the grid is having a hard time keeping up […]
Mad Hedge Technology Letter August 11, 2025 Fiat Lux Featured Trade: (C3.AI GETS GUTTED) (AI), (NVDA)