Mad Hedge Technology Letter August 11, 2025 Fiat Lux Featured Trade: (C3.AI GETS GUTTED) (AI), (NVDA)
Category Archives: Tech Letter
Many of you might not have heard of the AI company C3.ai. This tech firm is at the low end of the AI transformation. They are still part of it, but they don’t move the needle much. The company currently only has a market cap in the low $2 billion, which is microscopic compared to […]
Mad Hedge Technology Letter August 8, 2025 Fiat Lux Featured Trade: (TECH EARNINGS) ($COMPQ)
Tech earnings season is in full swing, and that’s great news for readers. Results have been highly positive so far, and I fully expect tech firms ($COMPQ) to jump over the bar. Let’s get real – the stakes are high because stocks are expensive. It’s never been harder to move the needle because of the […]
Mad Hedge Technology Letter August 6, 2025 Fiat Lux Featured Trade: (WHAT TO DO ABOUT OVER-INTEREST IN TECH) ($COMPQ), (NVDA), (MSFT), (AAPL), (AMZN), (GOOGL)
Want diversification? I would say screw it. Tech stocks ($COMPQ) have dominated, and the concentration is getting so one-sided that many cannot even believe it. The rest of the U.S. economy is shrinking as tech stocks make higher highs. All the fresh capital is pouring into the A.I. narrative in a sink-or-swim moment for American […]
Did you know that the average person blinks about 17,000 times a day? Well, if you blinked during the American Diabetes Association conference, you might have missed Eli Lilly (LLY) delivering some of the most impressive clinical data I’ve seen in years. While their competitors stumbled through disappointing presentations, Lilly quietly demonstrated why they’re positioning […]
Mad Hedge Technology Letter August 4, 2025 Fiat Lux Featured Trade: (JOBY MAKES A MOVE) (JOBY), (UBER), (TSLA)
Flying taxis are here in 2025 and not going away. This has the potential to remake the transportation tech industry in ways you have never seen. There are a lot of moving parts, so it isn’t certain they will wipe out this company or that company. Joby Aviation is marching toward launching its electric vertical […]
Mad Hedge Technology Letter August 1, 2025 Fiat Lux Featured Trade: (WHY EMPLOYMENT NUMBERS WON’T KILL THE TECH SECTOR) ($COMPQ), (NVDA), (MSFT)