I am not saying that Google’s (GOOGL) earnings report will save the market; the market isn’t just GOOGL. However, the company demonstrated there is still some positive performance out there in the tech sector when many out there are having a hard time. It is clear that we are about to embark on a journey […]
Category Archives: Tech Letter
Mad Hedge Technology Letter April 25, 2025 Fiat Lux Featured Trade: (THIS TECHNOLOGY IS A FLOP) (META), (AAPL), (MSFT)
Meta (META) cutting staff in its virtual reality and augmented reality divisions means uncertainty about future products originating from these places. The juice has not been worth the squeeze. I think everyone remembers when Founder Mark Zuckerberg had those goofy metaverse commercials depicting him as an avatar when he debuted the company name change from […]
Mad Hedge Technology Letter April 23, 2025 Fiat Lux Featured Trade: (TESLA HITS AN AIR POCKET) (TSLA)
Tesla (TSLA) has problems and so do other tech firms at the start of 2025. Saying that doesn’t give comfort even with a great bull market of 12 years. The scary thing here is that many tech bulls might believe this is the end of the stock market party. Moving forward, we will see many […]
“People work better when they know what the goal is and why.” – Said Elon Musk
Mad Hedge Technology Letter April 21, 2025 Fiat Lux Featured Trade: (DIFFICULTY OF DOING BUSINESS FOR CHIP COMPANIES) (NVDA), (TSM), (HUAWEI)
The U.S. appears to have made a massive blunder in its chip control blocking of China. The U.S. Commerce Department said last week that Nvidia’s H20 graphics processing units — designed to comply with previous U.S. restrictions — would now require export licenses, as would additional chips from AMD. Nvidia says it has already halted […]
Mad Hedge Technology Letter April 16, 2025 Fiat Lux Featured Trade: (AMERICAN TECH ABLE TO OUTFLANK) (NVDA), (TSM), (AAPL)
I understand that the U.S. administration wants to bring back American manufacturing, but that will not include Silicon Valley manufacturing. There is a higher likelihood that if China is a no-go zone, American tech companies will venture out to a low-tariff, cheap labor country to continue their path to profits. If you look through the […]