“When you innovate, you’ve got to be prepared for everyone telling you you’re nuts.” – Said CEO of Oracle Larry Ellison
Category Archives: Tech Letter
Mad Hedge Technology Letter August 27, 2025 Fiat Lux Featured Trade: (TRAVEL TECH COOLS OFF) (ABNB)
Personally, I am not a fan of the company Airbnb (ABNB). It’s one of those platforms that doesn’t have a product, but lists other people’s homes and gets a pay cut from it. That’s the issue. There is no real proprietary code that is going to get them to the winner’s circle. No AI force […]
Mad Hedge Technology Letter August 25, 2025 Fiat Lux Featured Trade: (YOU’RE WRONG ABOUT AI) (COMPQ)
You’re probably using AI wrong – that’s the message that MIT gave us after their report that 95% of companies in the dataset, generative AI implementations are falling short. Despite the rush to integrate powerful new models, about 5% of AI pilot programs achieve rapid revenue acceleration. This pours cold water on the concept that […]
Mad Hedge Technology Letter August 22, 2025 Fiat Lux Featured Trade: (POWELL MOONSHOTS TECH STOCKS FROM WYOMING) (AMZN), (GOOGL), (MSFT), (NVDA), (AAPL), (PLTR)
US Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole Symposium today was an admission that he has allowed the market to box him in. The Fed didn’t do enough to tame inflation since 2020, and now they are on the brink of surrendering the inflation fight and cutting rates when core inflation is […]
22
Aug
Aug
“Sometimes life hits you in the head with a brick. Don’t lose faith.” – Said Steve Jobs
22
Aug
Aug
The Diary of a Mad Hedge Fund Trader is now celebrating its 18th year of publication. I religiously write or edit 25 newsletters a week of original, independent-minded, hard-hitting, and often wickedly funny research. I spent my life as a war correspondent, Marine Corps combat pilot, Wall Street trader, and hedge fund manager, and if […]
Mad Hedge Technology Letter August 20, 2025 Fiat Lux Featured Trade: (CONCERNS ABOUT UBER) (UBER), (TSLA)