Upping the H-1B application fee from $4,000 to $100,000 won’t even put a dent in the 13-year Bull Run in tech stocks ($COMPQ). I would argue that this executive order, signed by the administration, requiring a $100,000 annual fee on new H-1B visa applications for skilled foreign workers, will help tech achieve their earnings goals. […]
Category Archives: Tech Letter
Mad Hedge Technology Letter September 19, 2025 Fiat Lux Featured Trade: (THE GAME PLAN UNTIL WINTER) (NVDA), (ORCL)
I just executed a bull call spread in chip company Nvidia (NVDA), because the Mag 7 has more to run, and I would be a fool to voluntarily avoid this rally. It’s been a tough slog to get to this point. I absolutely do blame the Fed for not raising rates and removing inflation when […]
Mad Hedge Technology Letter September 17, 2025 Fiat Lux Featured Trade: (CHIPS GET SLAPPED IN THE FACE) (NVDA), (AMD), (CAC)
The untouchable stock just got touched. China just did a rug pull on chip darling Nvidia (NVDA). Yes, that’s right, this is the company valued at over $4.3 trillion, and that’s not a typo. NVDA’s market cap is so large that this single stock comprises 9% of the S&P 500. It’s almost unfair. This is […]
Mad Hedge Technology Letter September 15, 2025 Fiat Lux Featured Trade: (FED MEETING ANOTHER TECH TAILWIND) ($COMPQ)
Mark tomorrow’s day down on your calendar for posterity. Tomorrow is the day when the Fed and Governor Jerome Powell bailed out tech stocks at all-time highs. Yes, that is what they are about to do. You can’t make this up even if you tried! Tech stocks ($COMPQ) have been marching higher, almost like a […]
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“A corporation’s primary goal is to make money. Government’s primary role is to take a big chunk of that money and give it to others.” – Said CEO of Oracle Larry Ellison
Mad Hedge Technology Letter September 12, 2025 Fiat Lux Featured Trade: (THE UNBEATABLE PARTNERSHIP) (EMR), (GRMN), (AMBA), (NVDA), (DXCM), (CSCO), (INTC), (QCOM)
Let me introduce to you one of the hottest trends in tech. It has been on the tip of everyone’s tongue for years, and that might be an understatement, but the interaction of the internet of things (IoT) and artificial intelligence (AI) offers companies a wide range of advantages. In order to get the most […]