Mad Hedge Technology Letter December 22, 2025 Fiat Lux Featured Trade: (JOBY ON THE RIGHT SIDE OF HISTORY) (JOBY)
Category Archives: Tech Letter
Flying taxis are here in 2025 and not going away. This has the potential to remake the transportation tech industry in ways you have never seen. There are a lot of moving parts, so it isn’t certain they will wipe out this company or that company. Joby Aviation is marching toward launching its electric vertical takeoff […]
Mad Hedge Technology Letter December 19, 2025 Fiat Lux Featured Trade: (A NEW AI INFRASTRUCTURE TO LOOK AT) (VRT)
Do you want to take advantage of the megatrend in AI data centers, or do you just want to be a failure in life? Sure, this isn’t a binary choice, but as the AI sweepstakes get more juiced up, the choice is there in front of you. The readers and investors not investing in AI […]
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“Innovation distinguishes between a leader and a follower.” – Said Steve Jobs
Mad Hedge Technology Letter December 17, 2025 Fiat Lux Featured Trade: (ORACLE GOES TOO FAR) (ORCL)
Reports that Blue Owl Capital withdrew support for a $10 billion, 1-gigawatt data center in Michigan designed primarily for OpenAI has again flattened Oracle’s (ORCL) stock. Oracle was the darling of the AI data center rollercoaster only until recently. They have ended the year with quite a thud as they have gone to extremes by […]
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“I’m addicted to winning. The more you win, the more you want to win.” – Said Larry Ellison
Mad Hedge Technology Letter December 15, 2025 Fiat Lux Featured Trade: (THE UNBEATABLE PARTNERSHIP) (EMR), (GRMN), (AMBA), (NVDA), (DXCM), (CSCO), (INTC), (QCOM)
Let me introduce you to one of the hottest trends in tech. It has been on the tip of everyone’s tongue for years, and that might be an understatement, but the interaction of the internet of things (IoT) and artificial intelligence (AI) offers companies a wide range of advantages. In order to get […]