Mad Hedge Technology Letter September 26, 2025 Fiat Lux Featured Trade: (WHY SILICON VALLEY STRUGGLES OVERSEAS) ($COMPQ), (AMZN), (GOOGL), (META), (UBER)
Tag Archives: (META)
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 10, 2025 Fiat Lux Featured Trade: (AN INSIDER’S GUIDE TO THE NEXT DECADE OF TECH INVESTMENT), (AMZN), (AAPL), (NFLX), (AMD), (INTC), (TSLA), (GOOG), (META)
Last weekend, I had dinner with one of the oldest and best-performing technology managers in Silicon Valley. We met at a small out-of-the-way restaurant in Oakland near Jack London Square, so no one would recognize us. It was blessed with a very wide sidewalk out front and plenty of patio tables. The service was poor […]
Global Market Comments August 11, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HOW TOOK COOK PLUCKED APPLE OUT OF THE FIRE BACK INTO THE FRYING PAN), (SPY), (NVDA), (AAPL), (PANW), (CYBR), (META), (MSFT), (TSLA), (FCX),(NFLX), (GLD), (DGE), (PERP)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or How Tim Cook Plucked Apple Out of the Fire Back into the Frying Pan!
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Economic growth has dropped by 50%-100% in a year, and if you strip out AI investment, the economy actually shrank by 2%. Inflation is rising, with much worse to come, and stocks are at all-time highs both in terms of price and multiples. Markets are now sitting on a knife-edge, and the slightest unforeseen development […]
Mad Hedge Technology Letter July 30, 2025 Fiat Lux Featured Trade: (META GEARS UP FOR SUPER ARTIFICIAL INTELLIGENCE) (META)
CEO of Meta (META) Mark Zuckerberg announced that we are getting closer to Super AI. It means his team is making progress. Meta is infamously playing catch-up after a botched Llama 4 model didn’t make the cut. Now, Zuck is spending big bucks and plans to spend $72 billion in infrastructure this year related to […]
Mad Hedge Technology Letter July 23, 2025 Fiat Lux Featured Trade: (HIGH EXPECTATIONS FOR TECH STOCKS) (META), (AAPL), (AMZN), (GOOGL)
The upcoming earnings season is a high-stakes considering the expensive nature of tech stocks. Tech stocks have ferociously spiraled higher after the April correction. In April, tech stocks weren’t ready for the barrage of tariffs levied on foreign countries. The selloff was short-lived, but sharp, and after that, we were off to the races. As […]