Mad Hedge Technology Letter October 29, 2025 Fiat Lux Featured Trade: (THE NEW FRONTIER IN TECH STAFF NUMBERS) (AI), (AMZN), (MSFT), (GOOGL)
Category Archives: Tech Letter
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 […]
Mad Hedge Technology Letter October 27, 2025 Fiat Lux Featured Trade: (QUALCOMM JOINS THE A.I. RACE) (QCOM), (AI), (NVDA), (AMD)
27
Oct
Oct
“Unless you are breaking stuff, you are not moving fast enough.” – Said CEO of Facebook, Mark Zuckerberg
Mad Hedge Technology Letter October 24, 2025 Fiat Lux Featured Trade: (WEAK CPI GREEN LIGHTS TECH) (AI), (NVDA), (AMD)
Buy the next dip in tech stocks even if it isn’t a large one. Why? We are priced in for 3 rate cuts of .25% at the next 3 Fed meetings, and the huge push for lower rates is putting a solid floor under tech stocks. This is incredibly bullish for the short-term trajectory of […]
Mad Hedge Technology Letter October 22, 2025 Fiat Lux Featured Trade: (TECH EARNINGS ON TAP) (MSFT), (AAPL), (NVDA)
The tech sector is the market. Never have we had so much concentration in just a few names with large tech companies driving the bus. This becomes a make-or-break moment for the rally, and all signs are pointing to positivity. I must admit that tech companies aren’t in the middle of a roaring growth phase, […]
22
Oct
Oct
“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.” – Said Steve Jobs