Mad Hedge Technology Letter October 8, 2025 Fiat Lux Featured Trade: (THE GENERATIONAL COMPOUNDER) (TSMC), (NVDA), (AMD), (AAPL)
Tag Archives: (AMD)
It’s a generational compounder – I am talking about Taiwan Semiconductor Manufacturing Company (TSMC) is and they will continue to be the soul of the tech rally. The company is world-class, and every investor should be looking at it. It’s a major player and the top of its class, so tattoo this name on your […]
Mad Hedge Technology Letter September 17, 2025 Fiat Lux Featured Trade: (CHIPS GET SLAPPED IN THE FACE) (NVDA), (AMD), (CAC)
The untouchable stock just got touched. China just did a rug pull on chip darling Nvidia (NVDA). Yes, that’s right, this is the company valued at over $4.3 trillion, and that’s not a typo. NVDA’s market cap is so large that this single stock comprises 9% of the S&P 500. It’s almost unfair. This is […]
Global Market Comments September 10, 2025 Fiat Lux Featured Trade: (AN INSIDER’S GUIDE TO THE NEXT DECADE OF TECH INVESTMENT), (AMZN), (AAPL), (NFLX), (AMD), (INTC), (TSLA), (GOOG), (META)
Last weekend, I had dinner with one of the oldest and best-performing technology managers in Silicon Valley. We met at a small out-of-the-way restaurant in Oakland near Jack London Square, so no one would recognize us. It was blessed with a very wide sidewalk out front and plenty of patio tables. The service was poor […]
Mad Hedge Technology Letter August 18, 2025 Fiat Lux Featured Trade: (TAKE A HARD PASS ON INTEL) (INTC), (NVDA), (AMD)
Chip stock Intel (INTC) popped around 7-8% when it was announced that the US government plans to take a 10% stake in the company, but I’m not impressed. It was more or less out of the blue. The federal government’s absorbing part of a chip company talks to the heavy-handed approach they are taking with […]
Mad Hedge Technology Letter July 28, 2025 Fiat Lux Featured Trade: (E.U. TRADE DEAL A GREEN LIGHT FOR AMERICAN TECH STOCKS) (NVDA), (INTC), (AMD)
EU investments in U.S. infrastructure, particularly in AI, semiconductors is bullish for the American tech sector. American tech companies ($COMPQ) cleaned up in this lopsided trade deal between Europe and the U.S. 16 years ago, the EU and US economies were neck and neck, and the EU continues its suicide mission into oblivion. There has […]