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)
Category Archives: Tech Letter
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 October 17, 2025 Fiat Lux Featured Trade: (EXPENSIVE ENERGY A BIG WORRY FOR THE FUTURE OF AI) (AI)
Mad Hedge Technology Letter October 15, 2025 Fiat Lux Featured Trade: (EUROPEAN TECH BOWS OUT) (NEXPERIA), (NVDA)
People ask me, well, why the Europeans never developed a thriving and meaningful tech sector. I’ll give you a recent example of why they never will, so just keep reading along. The Netherlands’ stealing of China-owned chip company Nexperia has to be one of the biggest own goals in recent tech history, and highlights the […]
Mad Hedge Technology Letter October 13, 2025 Fiat Lux Featured Trade: (KLARNA GETS AHEAD WITH AI) (KLAR)
It’s happening – AI is gutting the workforce. Humans won’t have much opportunity getting white collar jobs in the future. This is highly advantageous for the price of tech stocks, but it is negative for the overall workforce numbers and, of course, society. At the root of it, tech corporations are here to maximize shareholder […]
13
Oct
Oct
“When you innovate, you’ve got to be prepared for everyone telling you you’re nuts.” – Said CEO of Oracle Larry Ellison
Mad Hedge Technology Letter October 10, 2025 Fiat Lux Featured Trade: (CYBER DEFENSE STOCKS BECOME POPULAR) (PANW), (DDOG), (NET)
I don’t want to state the obvious because the obvious is staring us straight in the face, but the likelihood of global conflict escalating in the short term is surging. Explosive global turmoil is great for cybersecurity software stocks, and that is why I started piling into these gems of tech companies today. I first […]