Mad Hedge Technology Letter February 13, 2026 Fiat Lux Featured Trade: (THE SIDEWAYS PRICE ACTION AND WHY?) (NVDA), (META), (AMD), (GOOGL)
Category Archives: Tech Letter
The AI infrastructure trade is tiring out, and tech stocks aren’t going up in a straight line like they used to. The jury is out now, and shareholders are taking a fine-tooth comb to see which one of these investments will pan out in the future. Results have been harsh, with shareholders penalizing management with […]
“You can’t connect the dots looking forward; you can only connect them looking backwards. So you have to trust that the dots will somehow connect in your future. You have to trust in something – your gut, destiny, life, karma, whatever. This approach has never let me down, and it has made all the difference […]
Mad Hedge Technology Letter February 11, 2026 Fiat Lux Featured Trade: (RIDE SHARE TECH FALTERING) (LYFT), (UBER)
Ride-sharing tech is no longer in any type of growth phase, and the opportunities to profit are diminishing. This subsector is yet another example of the waning influence of tech stocks and another sign of why the Nasdaq has traded sideways for around the last 5 months. We are exhausting the short-term drivers, and at […]
“I’d rather be optimistic and wrong than pessimistic and right.” – Said CEO of Twitter Elon Musk
Mad Hedge Technology Letter February 9, 2026 Fiat Lux Featured Trade: (CLAUDE IS A WRECKING BALL) (CRM), (AI)
The bloodshed is real, and I wouldn’t touch software stocks with a 10-foot pole right now. AI is cannibalizing the 2nd tier of the tech economy. Shares in major software companies have plummeted, with the S&P 500 software and services index shedding about $1 trillion in market value since late January. Hedge funds have cashed […]
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“Stay hungry, stay foolish.” – Said Steve Jobs
Mad Hedge Technology Letter February 6, 2026 Fiat Lux Featured Trade: (JOBY ON THE RIGHT SIDE OF HISTORY) (JOBY)