Mad Hedge Technology Letter November 19, 2025 Fiat Lux Featured Trade: (CHINA TECH DELIVERS A.I. VALUE) (GOOGL), (BRK-B)
Category Archives: Tech Letter
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 […]
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 […]
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“The greatest successes come from having the freedom to fail.” – Said CEO of META Mark Zuckerberg
Mad Hedge Technology Letter November 14, 2025 Fiat Lux Featured Trade: (BITCOIN HIT HARD IN THE SHORT-TERM) (BTC), (MSTR), (IBIT)
Readers need to digest Bitcoin getting whacked over the head with a glass beer bottle. Bitcoin’s brutal 21% selloff from its October peak to sub-$96,000 levels signals to us that we are stuck in risk-off mode. November is usually the time for the Santa Claus rally, but a series of high-profile gaffes by tech CEOs […]
“You want to be extra rigorous about making the best possible thing you can.” – Said Elon Musk
Mad Hedge Technology Letter November 12, 2025 Fiat Lux Featured Trade: (UNLOCKING THE NEXT LEG UP IN TECH) (PLTR)
The 41 day United States Federal shutdown was grueling. Freezing salaries and funding of federal employees harks back to the days of medieval dysfunction. Many might say that it is 2025 – so what do you expect? It wasn’t the 800,000 furloughed employees triggering a sharp pullback in the Nasdaq index, but the knock-on effects […]