The sudden collapse of IBM’s stock is an overreaction to the A.I. hype. A.I. isn’t about to destroy IBM’s business model, and I believe this is a good “buy the dip” entry point into one of Silicon Valley’s historic tech companies. That being said, it is worth a trade and not a buy-and-hold stock forever, […]
Category Archives: Tech Letter
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“Life is too short for long-term grudges.” – Said CEO of Tesla Elon Musk
Mad Hedge Technology Letter February 23, 2026 Fiat Lux Featured Trade: (CHIPS ARE THE HIGH GROUND) (NVDA), (MU)
Since it is quite obvious now that the U.S. economy has bet the farm on A.I. or nothing, then put your hard-earned cash in what is working for this trade and that’s semiconductor chips. In a world where A.I. is cannibalizing many of the non-chip companies, just move to higher ground and invest in the […]
Mad Hedge Technology Letter February 20, 2026 Fiat Lux Featured Trade: (HUMANOIDS TO THE RESCUE OR NOT) (TSLA)
Dr. Doom Nouriel Roubini needs to lay off the fear porn – I’m not taking the bait this time. Sorry Roubs! Roubini is sounding the alarm bells on humanoid robots, but I think it is more of a case of fear-mongering than anything else. After all, like most economists, Roubini isn’t a trader, and he is an […]
“I have more concerns about potential risks and vulnerabilities than most people.” – Said Nouriel Roubini
Mad Hedge Technology Letter February 18, 2026 Fiat Lux Featured Trade: (EXPENSIVE ENERGY A BIG WORRY) (AI)
One of the forgotten risks to AI is the energy capacity situation in the United States. Many people forget that AI will require immense energy with a horde of energy-guzzling data centers to facilitate the next tech revolution. Many consumers have come to realize how the cost of energy has skyrocketed lately, and no doubt […]
“Love your Enemies, for they tell you your faults.” – Said Benjamin Franklin