Mad Hedge Technology Letter September 26, 2025 Fiat Lux Featured Trade: (WHY SILICON VALLEY STRUGGLES OVERSEAS) ($COMPQ), (AMZN), (GOOGL), (META), (UBER)
Tag Archives: (AMZN)
The Silicon Valley bigwigs think it’s a piece of cake. That’s right. Building a tech business is just like flicking your wrist, scaling the software, deploying the AI, tapping that addressable runway, and monetizing its user base. Hold your horses! It’s not that simple – well – at least overseas. Things don’t happen that fast […]
Global Market Comments September 25, 2025 Fiat Lux Featured Trade: (THIS IS NOT YOUR FATHER’S NUCLEAR POWER PLANT) (SMR), (MSFT), (GOOGL), (AMZN)
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With uranium prices (yellow cake) hitting a new all-time high, there is a strong message here that investors can’t ignore A nuclear renaissance is underway. Building on my early career at the Atomic Energy Commission in the 1970s, I have been covering new nuclear since 2010, and it has been a long and winding road. […]
Mad Hedge Technology Letter September 24, 2025 Fiat Lux Featured Trade: (THE TRUTH ABOUT AUTOMATION AND BANKING) (SQ), (PYPL), (APPL), (AMZN)
Automation is taking place at warp speed displacing employees from all walks of life. According to a recent report, the U.S. financial industry will depose of 800,000 workers in the next decade because of automating efficiencies. Yes, humans are going the way of the dodo bird and banking will effectively become algorithms working for a […]
Mad Hedge Biotech and Healthcare Letter September 18, 2025 Fiat Lux Featured Trade: (THE ORCHARD STRATEGY) (UNH), (AMZN)
Last month, I was in my doctor’s waiting room, watching the receptionist wrestle with three different computer systems just to book my checkup. She clicked through windows that looked like they belonged on a floppy disk. “This is why healthcare costs so much,” I thought. What I didn’t realize then was that I was watching […]
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 […]