Mad Hedge Technology Letter October 20, 2025 Fiat Lux Featured Trade: (CHINA CHANGES THE A.I. RULES YET AGAIN) (AI), (BABA), (AMZN), (GOOGL), (NVDA), (AMD)
Tag Archives: (GOOGL)
China deflates the world and that comes in all sorts of shapes and sizes. Everyday goods shipped from China have certainly made the cost of living lower in the United States for the past 30 years. Then, as China sharpened their knives and got back to work, they began to make electronics and now they […]
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 […]
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 3, 2025 Fiat Lux Featured Trade: (GOOGLE PUSHES AHEAD) (GOOGL), (CHROME), (BING), (DuckDuckGo)
Google found cover in the courts, and that is boosting the stock price today. Good for them and their existential future. Google won’t be forced to divest its Chrome browser or Android operating system, and this ruling is just another reason why it is not a time to buy and hold small companies. It’s not […]
Mad Hedge Technology Letter August 29, 2025 Fiat Lux Featured Trade: (BUYBACKS ELEVATE TECH) (GOOGL), (AAPL), (NVDA)
Good in the short-term, bad in the long term – that’s my idea about the current indulgence in tech stock buybacks. Tech companies have announced over $1 trillion in stock buybacks, pummeling any historical record in a bid to try and accelerate stock prices. We are at the end stages of the bull market, and […]