Eighty percent of AI startups in the venture capitalist portfolios rely on Chinese open-source models, and that has to be one of the most important revelations of late in the AI bubble. We are at a crossroads as stocks like Nvidia are $4.5 trillion and counting. Some of these Chinese AI agents are such as […]
Tag Archives: (GOOGL)
Mad Hedge Technology Letter November 17, 2025 Fiat Lux Featured Trade: (GOOGL PICKS UP A DONOR) (GOOGL), (BRK-B)
In the high-stakes of tech investing, Warren Buffett’s Berkshire Hathaway (BRK-B) $5 billion investment is an insight into the state of the tech sector. Suddenly, this is a signal that capital is rotating from the uber-growth stocks like MicroStrategy (MSTR) to more conservative based tech stocks like Google (GOOGL). The window of opportunity is getting […]
Global Market Comments November 10, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or REALITY CHECK), (GS), (NFLX), (ZM), (TSLA), (META), (PLTR), (HOOD), (COIN), (GOOGL), (MP), (NB)
I’ll never forget the most interesting start to a college course I ever attended. I enrolled late for my freshman year at the University of Southern California because a full all-expense paid scholarship came in only at the last minute. I thought the best value for money major I could take was in the sciences […]
Global Market Comments November 3, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HOLDING THE BASKETBALL DOWN), (GS), (NFLX), (ZM), (AAPL), (AMZN), (GOOGL), (NVDA), (META), (MSFT), (TSLA)
I have a feeling that the stock market is being impaired, like holding a basketball underwater. While the indexes are at an all-time high, too many stocks have been flatlining since August. Look at your own portfolio and you’ll see what I am talking about. And the deeper you push the basketball down, the stronger […]
Mad Hedge Technology Letter October 29, 2025 Fiat Lux Featured Trade: (THE NEW FRONTIER IN TECH STAFF NUMBERS) (AI), (AMZN), (MSFT), (GOOGL)
Mad Hedge Technology Letter October 29, 2025 Fiat Lux Featured Trade: (THE NEW FRONTIER IN TECH STAFF NUMBERS) (AI), (AMZN), (MSFT), (GOOGL)
Amazon is taking out the knife and getting lean. The repercussions will be widespread as they hack off 30,000 corporate workers starting tomorrow. This means that the AI revolution is in full swing with many of these jobs substituted by AI functions and the rest offshored to arbitrage cheaper labor costs. This is just the […]