Mad Hedge Technology Letter May 19, 2025 Fiat Lux Featured Trade: (TECH RESILIENCE IS THE KEY) ($COMPQ), ($TNX)
Category Archives: Tech Letter
American debt getting downgraded is a big deal. Don’t listen to these analysts who say that we can just shrug it off. We can’t. Borrowing costs will continue to spike, and that is demonstrably bad for tech stocks in the long term. Tech stocks already have a mountain to climb, and this is just the […]
Mad Hedge Technology Letter May 16, 2025 Fiat Lux Featured Trade: (NOT IN A SAFE SPACE) ($COMPQ)
It’s true that the fate of tech stock ($COMPQ) in the short-term is up to the whims of geopolitics. When relations heat up, tech stocks have a tendency to sell off, and capital retreats into safer havens. Tech stocks aren’t exactly the safe place for capital, and investors are rewarded with higher-than-average growth rates while […]
Mad Hedge Technology Letter May 14, 2025 Fiat Lux Featured Trade: (EXPENSIVE ENERGY A BIG WORRY FOR THE FUTURE OF AI) (AI)
One of the forgotten risks to AI is the energy capacity situation in the United States. Many people forget that AI will require immense energy with a horde of energy-guzzling data centers to facilitate the next tech revolution. Many consumers have come to realize how the cost of energy has skyrocketed lately. There is an […]
Mad Hedge Technology Letter May 12, 2025 Fiat Lux Featured Trade: (THE FIGHT FOR AI SUPREMACY) ($COMPQ), (AMZN)
Mad Hedge Technology Letter May 9, 2025 Fiat Lux Featured Trade: (THE FIGHT FOR AI SUPREMACY) (GOOGL), (AAPL)
We are getting to the part of the cycle where tech could potentially be cannibalizing each other. The fact is that the overall pie is not growing fast enough, and competition is. Search is a massive market, and participants are all vying for ad dollars. Once what was thought of as a duopoly is no […]
09
May
May
“Any product that needs a manual to work is broken.” – Said CEO of Twitter Elon Musk