Mad Hedge Technology Letter January 28, 2026 Fiat Lux Featured Trade: (U.S. DOLLAR AID TECH STOCKS) ($COMPQ)
Tag Archives: ($COMPQ)
The U.S. dollar isn’t doing too hot lately, and that might be the plan. Torch the dollar so everything goes up, including tech stocks, and we have the makings of some explosive moves to the upside. The AI infrastructure stocks are the ones harvesting the momentum from the weak dollar trade, and I expect this […]
Mad Hedge Technology Letter January 5, 2026 Fiat Lux Featured Trade: (TECH STOCK WITH MULTIPLE TAILWINDS) (COMPQ), (BTC), (USD)
Escalation of a U.S. military involvement in Latin America and around commodity-rich countries will trigger a chain reaction leading to a depreciated U.S. dollar (USD). How is this good for tech stocks? A weaker dollar, in turn, could inflate valuations in technology stocks and digital assets like cryptocurrencies, including Bitcoin (BTC). There’s been some theory […]
Mad Hedge Technology Letter January 2, 2026 Fiat Lux Featured Trade: (YOU’RE WRONG ABOUT AI) (COMPQ)
You’re probably using AI wrong – that’s the message that MIT gave us after their report that 95% of companies in the dataset, generative AI implementations are falling short. Despite the rush to integrate powerful new models, about 5% of AI pilot programs achieve rapid revenue acceleration. This pours cold water on the concept that […]
Mad Hedge Technology Letter December 12, 2025 Fiat Lux Featured Trade: (YOU’RE WRONG ABOUT AI) (COMPQ)
Mad Hedge Technology Letter September 26, 2025 Fiat Lux Featured Trade: (WHY SILICON VALLEY STRUGGLES OVERSEAS) ($COMPQ), (AMZN), (GOOGL), (META), (UBER)
The Silicon Valley bigwigs think it’s a piece of cake. That’s right. Building a tech business is just like flicking your wrist, scaling the software, deploying the AI, tapping that addressable runway, and monetizing its user base. Hold your horses! It’s not that simple – well – at least overseas. Things don’t happen that fast […]
Mad Hedge Technology Letter September 22, 2025 Fiat Lux Featured Trade: (ANOTHER TAILWIND TO TECH STOCKS) ($COMPQ)