Mad Hedge

HOT TIPS

June 20, 2025

Fiat Lux

The Entry Level Service for the Mad Hedge Fund Trader

The Five Most Important Things That Happened Today

(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

(MY OLD PAL, LEONARDO FIBONACCI),

(TESTIMONIAL)

 

Mad Hedge Technology Letter

(CHIP EQUIPMENT MAKERS HONE IN)

(LRCX)

 

Mad Hedge Biotech & Health Care Letter

(THE ART OF WAR, IMMUNOLOGY EDITION)

(ABBV), (NVO), (LLY), (JNJ)

 

Mad Hedge Jacque's Post

(CHINA’S PUSH TO DOMINATE AUSTRALIA’S ROADS)

 

Mad Hedge AI

AI: Reshaping Financial Advice for a Dynamic Future

 

2015 at the Naval & Military Club in London

Mad Hedge Hits 42.59% Profit in 2025,

up 12.90% in June alone. We went into June with a 100% “RISK OFF’ portfolio, and every position came good with the June 20 options expiration. That takes our trailing one-year return to a mind-bending 98.01%. The harder I work, the luckier I get.

Find Out More

The Economy is Sinking,

according to Fed governor Jay Powell. Uncertainty about tariffs and inflation appears to be taking its toll on the economy. Members of the Federal Reserve’s monetary-policy committee yesterday lowered their projections for annualized growth in America’s gross domestic product to just 1.4% for 2025 on Wednesday.

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More AI Cuts Hit the Jobs Market.

Microsoft plans to lay off several thousand employees within weeks. It’s the latest knock-on effect of investment in artificial intelligence, where efficiencies come from increased AI capabilities, and there is a need to offset spending on the technology. Microsoft will cut thousands of jobs in its sales department and other teams from July.  Microsoft plans to invest $80 billion in its current fiscal year to build out data centers that train models and run AI applications. The latest cuts come on top of a reduction of around 6,000 jobs in May across product and software developer roles. Microsoft had around 228,000 full-time employees at the end of June last year.

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New Export Restriction on China Slap Chip Stocks.

A US official told top global semiconductor makers that he wanted to revoke waivers they have used to access American equipment in China. Such a move is expected to escalate trade tensions. The Philadelphia Stock Exchange Semiconductor Index, a closely watched benchmark, fell as much as 2% after the report was published.

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Nvidia Goes Nuclear.

TerraPower, the nuclear startup founded and backed by Bill Gates, announced a new $650 million funding round this week. The investment will help the company build its first commercial power plant. Like other nuclear startups, TerraPower has been riding a wave of interest from hyperscalers, data center developers, and, now, chip designers. Nvidia’s venture arm, NVentures, participated in the round, marking its first energy investment. Buy Nuscale Power (SMR) on dips.

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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

(MY OLD PAL, LEONARDO FIBONACCI),

(TESTIMONIAL)

 

Mad Hedge Technology Letter

(CHIP EQUIPMENT MAKERS HONE IN)

(LRCX)

 

Mad Hedge Biotech & Health Care Letter

(THE ART OF WAR, IMMUNOLOGY EDITION)

(ABBV), (NVO), (LLY), (JNJ)

 

Mad Hedge Jacque's Post

(CHINA’S PUSH TO DOMINATE AUSTRALIA’S ROADS)

 

Mad Hedge AI

AI: Reshaping Financial Advice for a Dynamic Future

 

2015 at the Naval & Military Club in London

Futures trading involves a high degree of risk and may not be suitable for everyone.

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