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
(MARKET OUTLOOK FOR THE WEEK AHEAD, or IT'S ALL ABOUT INTEREST RATES),
(HOOD), (CRWV), (BTC), (ORCL), (NFLX), (GS), (ZM), (MS), (BLK),
(GT), (WHR), ORCL), (INTC), (BABA)
Mad Hedge Technology Letter
(BITCOIN HIT HARD IN THE SHORT-TERM)
(BTC), (MSTR), (IBIT)
Mad Hedge Biotech & Health Care Letter
(YOUR REMINDER THAT MARKETS PANIC and PIPELINES DON'T)
(ABBV)
Mad Hedge Jacque's Post
(AUSTRALIA IS STUCK WHEN IT COMES TO AI ADOPTION)
Mad Hedge AI
CPUs Are Back, Baby
(NVDA), (AMD), (AMAT), (ASML), (META)
I Think I See a Trade
The value of that stake was $904 million by the closing bell on Wednesday. Despite the sizable headline figure, the position doesn’t put Berkshire near the top of Amazon’s biggest shareholder list. The stake represents about 0.1% of Amazon’s outstanding equity. The size of the position, however, had not previously been reported to the public. If it's good enough for Warren, it's good enough for me. Buy (AMZN) on dips.
Sales of iPhones in China rose 22% from year-earlier levels in the first month after the iPhone 17 series launched, even as the broader market softened, a private survey showed on Friday. The new lineup drove most of Apple’s smartphone sales in China in the period from the September 19 launch, with the 17 series accounting for nearly four-fifths of units sold to consumers, according to the data from research firm Counterpoint. Buy (AAPL) on dips.
the best reading of the year. I’ll take whatever data points I can get, no matter how obscure. The Commerce Department's Census Bureau said on Monday that construction spending increased 0.2% after an upwardly revised 0.2% gain in July. Economists polled by Reuters had forecast construction spending would ease 0.1% after a previously reported 0.1% dip in July.
which explains the massive 25% down moves matching Bitcoin's own 25% swan dive. Avoid crypto, as it hasn’t found a bottom yet. It has most affected top brokerages like Robinhood (HOOD), Coinbase (COIN), and Interactive Brokers (IBKR). Robinhood has soared nearly 225% in 2025, while Interactive Brokers is up about 50%, which means they could have more room to fall.
Markets may flatline until then. The chip giant is the most important bellwether for the AI trade, with any miss or beat on projections set to impact price action on a wide array of AI stocks. For Q3, analysts are anticipating adjusted earnings per share (EPS) of $1.26 on revenue of $55.2 billion, according to Bloomberg consensus data. That would represent increases of 55% and 57% increase versus the $0.81 EPS and $35.1 billion the company reported in the same period last year.
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
(MARKET OUTLOOK FOR THE WEEK AHEAD, or IT'S ALL ABOUT INTEREST RATES),
(HOOD), (CRWV), (BTC), (ORCL), (NFLX), (GS), (ZM), (MS), (BLK),
(GT), (WHR), ORCL), (INTC), (BABA)
Mad Hedge Technology Letter
(BITCOIN HIT HARD IN THE SHORT-TERM)
(BTC), (MSTR), (IBIT)
Mad Hedge Biotech & Health Care Letter
(YOUR REMINDER THAT MARKETS PANIC and PIPELINES DON'T)
(ABBV)
Mad Hedge Jacque's Post
(AUSTRALIA IS STUCK WHEN IT COMES TO AI ADOPTION)
Mad Hedge AI
CPUs Are Back, Baby
(NVDA), (AMD), (AMAT), (ASML), (META)
I Think I See a Trade
Futures trading involves a high degree of risk and may not be suitable for everyone.

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