Mad Hedge Technology Letter April 14, 2025 Fiat Lux Featured Trade: (BIG TECH ANXIOUS FOR CLARITY) (MSFT), (AAPL), ($COMPQ)
Category Archives: Tech Letter
At this pace, nobody knows what the government policies will look like, and if this doesn’t change, the uncertainty will bleed into lower tech stocks ($COMPQ). Tech has had a hard short-term run, and the unstable backdrop will lead to investors pausing on big tech stock purchases. Tech businesses are also reigning in their investment […]
Mad Hedge Technology Letter April 11, 2025 Fiat Lux Featured Trade: (WALMART IS THE NEW TECH UNICORN) (WMT), (AMZN)
Walmart’s (WMT) shares are up year to date and that is quite an achievement in the stock trading environment we are in. This company is pretty much an e-commerce company in 2025, and its future is bright. Walmart isn’t a traditional tech company, but it is turning into the closest competitor to Amazon.com (AMZN). The […]
Expect this type of showmanship to be the new normal as the U.S. government goes pedal to the medal hoping to extract better trade terms. In the short term, expect wild swings in the prices of US tech stocks. U.S. President Trump unilaterally raised the US tariff rate on China (FXI) to 125% and instituted […]
Mad Hedge Technology Letter April 7, 2025 Fiat Lux Featured Trade: (THE NEW NORMAL FOR SEARCH ENGINES) (GOOGL), (TRIP)
Google (GOOGL) search has altered the way it does business by implementing AI in its headline search engine. When an internet user searches through Google’s engine, Google’s “AI Overview” offers a short summary as the first result at the top of the page. This is the new normal so get used to it. The data […]
Mad Hedge Technology Letter April 4, 2025 Fiat Lux Featured Trade: (TECH STOCKS HURTING) ($COMPQ)
That was quick. The Global Trade War has gone ballistic in a short amount of time and, tech stocks haven’t had time to digest this type of news. Today’s sell-off at the time of this writing is over 5% intraday and around 10% over the past 5 days. It is bad for everyone and accelerates […]
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“The only way to do great work is to love what you do.” – Said Apple Co-Founder Steve Jobs