Tech is at it again, and I mean artificial intelligence doing the dirty jobs for senior executives. Citigroup (C) CEO Jane Fraser is doing the extreme by slashing a big portion of the staff, and a reason to feel very comfortable about this is the upcoming implementation of generative AI into the company. The New […]
Category Archives: Tech Letter
“Technology is a word that describes something that doesn’t work yet.” – Said British Author Douglas Adams
Mad Hedge Technology Letter June 18, 2025 Fiat Lux Featured Trade: (CHIP EQUIPMENT MAKERS HONE IN) (LRCX)
One company that I have been eyeing for a juicy trade alert is Lam Research Corporation (LRCX). They make the equipment in which chip companies use to make chips. It’s quite the meat and potatoes tech company, one that the ecosystem cannot get rid of, and one at the intersection of innovation and robust demand. […]
Mad Hedge Technology Letter June 16, 2025 Fiat Lux Featured Trade: (QUALCOMM PIVOTS TO AI) (QCOM)
Chips companies continue to overcome any type of challenge thrown at them. They climb a wall of worry and keep chugging along. Of course, it helps that they are the cornerstone of the U.S. stock market, with the AI demand causing investors to throw money at these stocks. They also have policy support with for […]
Mad Hedge Technology Letter June 13, 2025 Fiat Lux Featured Trade: (CYBER DEFENSE STOCKS BECOME POPULAR) (PANW), (DDOG), (NET)
I don’t want to state the obvious because the obvious is staring us straight in the face, but the likelihood of global conflict escalating in the short-term is surging. Explosive global turmoil is great for cybersecurity software stocks, and that is why I started piling into these gems of tech companies today. I first added […]
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Below, please find subscribers’ Q&A for the June 11 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Will the LA riots have any impact on the market? A: So far, they have not. The demonstrations have been confined to just a two-block area around the federal building—although on TV, it […]
Mad Hedge Technology Letter June 11, 2025 Fiat Lux Featured Trade: (DIGITAL PUBLISHERS SQUEEZED BY AI) (NVDA), (AMD)