Mad Hedge Technology Letter December 12, 2025 Fiat Lux Featured Trade: (YOU’RE WRONG ABOUT AI) (COMPQ)
Category Archives: Tech Letter
You’re probably using AI wrong – that’s the message that MIT gave us after their report that 95% of companies in the dataset, generative AI implementations are falling short. Despite the rush to integrate powerful new models, about 5% of AI pilot programs achieve rapid revenue acceleration. This pours cold water on the concept that […]
Mad Hedge Technology Letter December 10, 2025 Fiat Lux Featured Trade: (RIVIAN FACES A ROUGH 2026) (RIVN)
Rivian Automotive (RIVN) is in an industry that is maturing quickly, while competition has exploded. Saturation is a scary word to hear – especially when it is applied to the industry you participate in, but that’s where we are these days with EVs. I know they make a nice car, but selling a nice product […]
Mad Hedge Technology Letter December 8, 2025 Fiat Lux Featured Trade: (WHAT TO DO ABOUT CARVANA) (CVNA)
Carvana (CVNA), the online used-car retailer famous for its vending-machine-style delivery pods and seamless e-commerce platform, has engineered quite a run for the ages. They came back when everyone wrote them off. Don’t believe what people have to say about them! From trading below $4 a share in late 2022—amid whispers of bankruptcy—to a staggering […]
Mad Hedge Technology Letter December 5, 2025 Fiat Lux Featured Trade: (DON’T PASS ON THIS CYBER DEFENSE FIRM) (CRWD)
CrowdStrike (CRWD) has long been a beacon in the cybersecurity arena, and its recent performance only amplifies its allure as a high-growth tech stock. Ironically, even if the cybersecurity companies won’t be leading the AI revolution, it is important that they take a chunk of the business for themselves. The behemoths will rule the cutting-edge […]
Mad Hedge Technology Letter December 3, 2025 Fiat Lux Featured Trade: (DEFLATIONARY ENERGY IS HERE IN 2025) (NATRON ENERGY)
China is solely focused on its economic present and future and that is about to achieve dividends in the one of the most dramatic turnarounds in the greater tech sector in possibly the past 20 years. Do not fight this trend – remember that the trend is your friend. It’s your job to position yourself […]