Mad Hedge Technology Letter May 7, 2025 Fiat Lux Featured Trade: (AI AND LOWER EMPLOYEE WAGES) (TSLA)
Category Archives: Tech Letter
Students hoping to become bankers shouldn’t study finance, they should dive into programming. This is the big takeaway from how investment banks are run these days. Gone are the moments when finance degrees were the hottest commodity; now it is all about generative AI. Artificial intelligence (AI) could replace the equivalent of 300 million full-time […]
Mad Hedge Technology Letter May 5, 2025 Fiat Lux Featured Trade: (COST OF DIGITAL CONTENT ON THE RISE) (NFLX), (DIS)
A torpedo has just hit the world of digital content. The cost of digital content is about to skyrocket as Washington D.C., plans to levy a 100% tariff on movies produced outside the states. Actually, this is one of Hollywood’s dirty little secrets and a big way they cut costs by outsourcing film production to […]
Mad Hedge Technology Letter May 2, 2025 Fiat Lux Featured Trade: (CHINESE CHIP MAKERS CLOSER THAN YOU THINK) (NVDA), (HUAWEI)
Just the other day, CEO of Nvidia told the media, “China is not behind…This is a country with great capabilities. 50% of the world’s best AI researchers are Chinese.” So it’s not a surprise that Huawei is about to debut a new AI chip and will continue to foray into higher value-added products and stand […]
“Smart people focus on the right things.” – Said CEO of Nvidia Jensen Huang
Mad Hedge Technology Letter April 30, 2025 Fiat Lux Featured Trade: (HUMANOIDS TO THE RESCUE OR NOT) (TSLA)
Dr. Doom Nouriel Roubini needs to lay off the fear porn – I’m not taking the bait this time. Sorry Roubs! Roubini is sounding the alarm bells on humanoid robots, but I think it is more of a case of fear-mongering than anything else. After all, like most economists, Roubini isn’t a trader, he is […]
Mad Hedge Technology Letter April 28, 2025 Fiat Lux Featured Trade: (GOOGLE GIVES US SOME GOOD NEWS) (GOOGL), (NVDA)