Upping the H-1B application fee from $4,000 to $100,000 won’t even put a dent in the 13-year Bull Run in tech stocks ($COMPQ). I would argue that this executive order, signed by the administration, requiring a $100,000 annual fee on new H-1B visa applications for skilled foreign workers, will help tech achieve their earnings goals. […]
Tag Archives: ($COMPQ)
Mad Hedge Technology Letter September 15, 2025 Fiat Lux Featured Trade: (FED MEETING ANOTHER TECH TAILWIND) ($COMPQ)
Mark tomorrow’s day down on your calendar for posterity. Tomorrow is the day when the Fed and Governor Jerome Powell bailed out tech stocks at all-time highs. Yes, that is what they are about to do. You can’t make this up even if you tried! Tech stocks ($COMPQ) have been marching higher, almost like a […]
Mad Hedge Technology Letter August 25, 2025 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 August 8, 2025 Fiat Lux Featured Trade: (TECH EARNINGS) ($COMPQ)
Tech earnings season is in full swing, and that’s great news for readers. Results have been highly positive so far, and I fully expect tech firms ($COMPQ) to jump over the bar. Let’s get real – the stakes are high because stocks are expensive. It’s never been harder to move the needle because of the […]
Mad Hedge Technology Letter August 6, 2025 Fiat Lux Featured Trade: (WHAT TO DO ABOUT OVER-INTEREST IN TECH) ($COMPQ), (NVDA), (MSFT), (AAPL), (AMZN), (GOOGL)
Want diversification? I would say screw it. Tech stocks ($COMPQ) have dominated, and the concentration is getting so one-sided that many cannot even believe it. The rest of the U.S. economy is shrinking as tech stocks make higher highs. All the fresh capital is pouring into the A.I. narrative in a sink-or-swim moment for American […]
Mad Hedge Technology Letter August 1, 2025 Fiat Lux Featured Trade: (WHY EMPLOYMENT NUMBERS WON’T KILL THE TECH SECTOR) ($COMPQ), (NVDA), (MSFT)