Mad Hedge
HOT TIPS
Fiat Lux
(and what to do about them)
Published today in the Mad Hedge Global Trading Dispatch, the Mad Hedge Technology Letter, the Mad Hedge Biotech and Health Care Letter, the Mad Hedge AI Letter, and Jacquie’s Post:
Global Trading Dispatch
(DON’T GET SCAMMED BY THE MUTUAL FUNDS),
(TESTIMONIAL)
Mad Hedge Technology Letter
(CHINA TECH DELIVERS A.I. VALUE)
(GOOGL), (BRK-B)
Mad Hedge Biotech & Health Care Letter
(ACCUMULATION YOU CAN TASTE)
(MRK)
Mad Hedge Jacque's Post
(MORGAN STANLEY TARGETS ARE OUT FOR 2026, BUT WHAT’S AHEAD FOR
THE REST OF 2025?)
Mad Hedge AI
THE ALPS MUST BE FULL OF GPUS
(NBIS), (MSFT), (META)

It’s Been a Tough Month
but only managed a 3% gain in the stock. Its Big Three customers are still buying with both hands. “Blackwell sales are off the charts, and cloud GPUs are sold out,” CEO Jensen Huang said in a statement. “The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.” Ales in the data-center segment, which accounts for a majority of Nvidia's revenue, grew to $51.2 billion in the quarter ended October 26. Analysts had expected sales of $48.62 billion, according to LSEG data. Still, analysts and investors widely expected the underlying demand for AI chips, which has powered Nvidia's results since ChatGPT's launch in late 2022, to remain strong. Huang said last month the company has $500 billion in bookings for its advanced chips through 2026.
instead incorporating those payroll figures into the November report set to be published after the Federal Reserve’s final meeting of the year. The leaderless BLS couldn’t collect October household data, which informs key statistics like the unemployment rate, as a result of the record-long government shutdown. The agency, the figures couldn’t be gathered retroactively. The November employment report will be published on Dec. 16, more than a week later than originally scheduled.
Even with EV growth flat, demand for the metal is rising sharply. Buy (SQM) and (ALB) on dips, the largest US lithium producer.
Federal Reserve officials were at odds during their October meeting over cutting interest rates, divided over whether a stalling labor market or stubborn inflation was a bigger economic threat, minutes released Wednesday showed. While the Federal Open Market Committee approved a cut at the meeting, the path forward looks less certain. Disagreements stretched into the outlook for December, with officials expressing skepticism about the need for an additional reduction that markets had been widely anticipating, with "many" saying that no more cuts are needed at least in 2025.
The 2026 Cayenne EV is capable of a massive 1,139 horsepower, more than anything Tesla has ever produced, 0-60 mph in 2.4 seconds, and up to 1,106 foot-pounds of torque, according to Porsche. A top-end “Turbo Electric” model starts at $163,000 — making it among the highest-priced Porsches on sale. A standard model with less performance starts at $109,000. My last Tesla, a tricked-out Model X P100D, cost $162,500.
Published today in the Mad Hedge Global Trading Dispatch, the Mad Hedge Technology Letter, the Mad Hedge Biotech and Health Care Letter, the Mad Hedge AI Letter, and Jacquie’s Post:
Global Trading Dispatch
(DON’T GET SCAMMED BY THE MUTUAL FUNDS),
(TESTIMONIAL)
Mad Hedge Technology Letter
(CHINA TECH DELIVERS A.I. VALUE)
(GOOGL), (BRK-B)
Mad Hedge Biotech & Health Care Letter
(ACCUMULATION YOU CAN TASTE)
(MRK)
Mad Hedge Jacque's Post
(MORGAN STANLEY TARGETS ARE OUT FOR 2026, BUT WHAT’S AHEAD FOR
THE REST OF 2025?)
Mad Hedge AI
THE ALPS MUST BE FULL OF GPUS
(NBIS), (MSFT), (META)

It’s Been a Tough Month
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