Nonfarm payroll totaled a seasonally adjusted 73,000 for the month, below even the meager Dow Jones estimate for a gain of 100,000. Employment numbers are weakening fast, but this doesn’t really mean much for tech stocks. Why? Tech companies ($COMPQ) have been cutting American staff left and right and shipping the bulk of these jobs […]
Tag Archives: ($COMPQ)
Mad Hedge Technology Letter July 16, 2025 Fiat Lux Featured Trade: (AI IS THE SAVIOR FOR TECH STOCKS) (TSLA), (AI), ($COMPQ)
Compassion for humanity – that’s all we need – this is the only trait corporate American needs for bosses like him to employ humans over AI filmmaker Tyler Perry. That’s all a tall order for corporate tech ($COMPQ) in Silicon Valley, which usually prefers not to prioritize compassion for humanity over profits. That’s bad news […]
Mad Hedge Technology Letter May 21, 2025 Fiat Lux Featured Trade: (AI AT WARP SPEED AND ACCELERATING) ($COMPQ)
The writing is on the wall for the Big Four — Deloitte, PwC, EY, and KPMG. AI is coming for them hard, and there is not much they can do but adapt. One trend that many in the business world are coming to terms with is that AI will have an unbalanced effect on those […]
Mad Hedge Technology Letter May 19, 2025 Fiat Lux Featured Trade: (TECH RESILIENCE IS THE KEY) ($COMPQ), ($TNX)
American debt getting downgraded is a big deal. Don’t listen to these analysts who say that we can just shrug it off. We can’t. Borrowing costs will continue to spike, and that is demonstrably bad for tech stocks in the long term. Tech stocks already have a mountain to climb, and this is just the […]
Mad Hedge Technology Letter May 16, 2025 Fiat Lux Featured Trade: (NOT IN A SAFE SPACE) ($COMPQ)
It’s true that the fate of tech stock ($COMPQ) in the short-term is up to the whims of geopolitics. When relations heat up, tech stocks have a tendency to sell off, and capital retreats into safer havens. Tech stocks aren’t exactly the safe place for capital, and investors are rewarded with higher-than-average growth rates while […]
Mad Hedge Technology Letter May 12, 2025 Fiat Lux Featured Trade: (THE FIGHT FOR AI SUPREMACY) ($COMPQ), (AMZN)