I wouldn’t classify the ride-sharing tech company Uber (UBER) as a tier 1 tech company. That means they are more susceptible to the twists and turns of the variables they cannot control. The market got slammed this morning, and there was a general risk-off move that hit tech hard. The issue I have with non-AI […]
Category Archives: Tech Letter
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Aug
Aug
“I don’t create companies for the sake of creating companies, but to get things done.” – Said Elon Musk
Mad Hedge Technology Letter August 18, 2025 Fiat Lux Featured Trade: (TAKE A HARD PASS ON INTEL) (INTC), (NVDA), (AMD)
Chip stock Intel (INTC) popped around 7-8% when it was announced that the US government plans to take a 10% stake in the company, but I’m not impressed. It was more or less out of the blue. The federal government’s absorbing part of a chip company talks to the heavy-handed approach they are taking with […]
18
Aug
Aug
“It’s OK to have your eggs in one basket as long as you control what happens to that basket.” – Said Founder and CEO of Tesla Elon Musk
Mad Hedge Technology Letter August 15, 2025 Fiat Lux Featured Trade: (THE FACTOR THAT COULD KILL AI) (AI)
Accelerating inflation and AI data centers can absolutely create uncontrollable risk to the underlying tech narrative. In a shockingly sneaky way, the cost of electricity is turning into a major sore point for AI data centers. Electricity prices have been skyrocketing over the past year as the grid is having a hard time keeping up […]
Mad Hedge Technology Letter August 13, 2025 Fiat Lux Featured Trade: (GROCERIES ARE NOW TECH) (AMZN), (WMT)
The conundrum for these gargantuan Silicon Valley tech companies is that they are so thirsty to grow revenue that they simply need to look at other industries. Done are the days when tech stayed in its own lane. In 2025, American tech firms are those pesky motorcyclists snatching your purse as they fly by on […]
“Constantly seek criticism. A well thought out critique of whatever you’re doing is as valuable as gold.” – Said Elon Musk