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Tag Archive for: (MSFT)

april@madhedgefundtrader.com

July 16, 2025

Diary, Newsletter, Summary

Global Market Comments
July 16, 2025
Fiat Lux

 

Featured Trade:

(WHY TECHNICAL ANALYSIS NEVER WORKS)
(FB), (AAPL), (AMZN), (GOOG), (MSFT), (VIX)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-07-16 09:04:122025-07-16 10:32:50July 16, 2025
april@madhedgefundtrader.com

July 15, 2025

Diary, Newsletter, Summary

Global Market Comments
July 15, 2025
Fiat Lux

SPECIAL EARLY RETIREMENT ISSUE

Featured Trade:
(HOW TO JOIN THE EARLY RETIREMENT STAMPEDE)
(TESTIMONIAL)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-07-15 09:06:212025-07-15 12:22:29July 15, 2025
april@madhedgefundtrader.com

July 14, 2025

Diary, Newsletter, Summary

Global Market Comments
July 14, 2025
Fiat Lux

 

Featured Trade:

(MARKET OUTLOOK FOR THE WEEK AHEAD, or DON’T FIGHT THE BUBBLE)
(AAPL), (GOOGL), (META), (NVDA), (MSFT), (XOM), (WFC), (TSLA), (AMG)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-07-14 09:04:472025-07-14 16:50:56July 14, 2025
april@madhedgefundtrader.com

July 7, 2025

Diary, Newsletter, Summary

Global Market Comments
July 7, 2025
Fiat Lux

 

Featured Trade:

(MARKET OUTLOOK FOR THE WEEK AHEAD, or THE UNITED STATES OF DEBT),
(TSLA), (AMGN), (TLT), (SPY) (NVDA), (MSFT),
(META), (SNOW), (GOOGL), (AMD)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-07-07 09:04:112025-07-07 11:08:05July 7, 2025
april@madhedgefundtrader.com

July 3, 2025

Diary, Newsletter, Summary

Global Market Comments
July 3, 2025
Fiat Lux

 

Featured Trade:

(JULY 2 BIWEEKLY STRATEGY WEBINAR Q&A)
(SPY), (NVDA), (MSFT), (META), (SNOW), (GOOGL), (DHI), (LEN), (KBH), (FXE), (FXA), (FXY), (FXY), (GLD), (SLV), (PPLT), (ALB), (SQM), (NEM), (ABX)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-07-03 09:04:552025-07-03 10:42:40July 3, 2025
april@madhedgefundtrader.com

June 9, 2025

Diary, Newsletter, Summary

Global Market Comments
June 9, 2025
Fiat Lux

 

Featured Trade:

(MARKET OUTLOOK FOR THE WEEK AHEAD, or THE BLIND MAN’S MARKET)
(GOOGL), (MSFT), (NVDA), (JPM), (V), (AAPL), (GLD), (MSTR), (SPY), (AAPL), (QQQ), (TLT), (WPM), (SLV), (SIL), (AGQ)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-06-09 09:04:472025-06-09 11:43:36June 9, 2025
april@madhedgefundtrader.com

April 25, 2025

Tech Letter

Mad Hedge Technology Letter
April 25, 2025
Fiat Lux

 

Featured Trade:

(THIS TECHNOLOGY IS A FLOP)
(META), (AAPL), (MSFT)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-04-25 14:04:492025-04-25 15:37:48April 25, 2025
april@madhedgefundtrader.com

This Technology Is A Flop

Tech Letter

Meta (META) cutting staff in its virtual reality and augmented reality divisions means uncertainty about future products originating from these places.

The juice has not been worth the squeeze.

I think everyone remembers when Founder Mark Zuckerberg had those goofy metaverse commercials depicting him as an avatar when he debuted the company name change from Facebook to Meta.

Well, the metaverse project isn’t working, which is why he’s firing staff from those projects.

The metaverse division has underdelivered and overpromised.

This lethal cocktail of failure is finally forcing management to cut off the fat from its body.

VR and AR are now losing billions of dollars per year, and as the business environment turns more pragmatic, these experimental projects are thrown out for good. 

META said its Reality Labs unit recorded an operating loss of $4.97 billion while generating $1.1 billion in sales.

A nice quarterly performance of minus 3 billion dollars has forced management to make some tough decisions.

Now, the AR and VR divisions will be gutted.

Reality Labs is Meta’s unit that makes the Quest family of virtual-reality headsets and Ray-Ban Meta Smart Glasses.

Meta CEO Mark Zuckerberg kick-started his company’s VR endeavors in 2014 when it acquired the startup Oculus for $2 billion. Since then, Zuckerberg has characterized VR and AR as central to his plans to develop the futuristic digital world known as the metaverse, which he has said represents the next major computing platform.

Reality Labs has piled up an operating loss of more than $60 billion since 2020.

The losses cannot just be swept under the carpet.

Meta last week said it would invest between $60 billion and $65 billion in 2025 capital expenditures to expand its computing infrastructure related to artificial intelligence.

Even this AI infrastructure build-out is questionable at this point, as other big tech firms pull back from this type of investment.

Meta released its latest VR headset, the $299 Quest 3S, during its September Connect event and pitched the device as a way for people to watch movies, play games, and work out in VR.

Microsoft (MSFT) has lost at least $5 billion on HoloLens since the launch of the first model in 2016.

The Microsoft HoloLens is a mixed reality headset that allows users to overlay digital information onto the real world, creating a blended experience of physical and digital environments.

Microsoft’s withdrawal from the market for augmented and virtual reality hardware leaves competitors such as Apple and Meta with a less crowded field on which to compete.

Apple (AAPL) is another company that has bet on AR and VR.

In short, VR and AR have been money pits that suck up investment dollars, but deliver nothing in terms of profit.

Whether it is Meta, Apple, or Microsoft, they have all struck out at this technology and will need to embrace the reality that consumers don’t want Google-type technology on their face to interact with a screen.

AR and VR divisions should be buried in the graveyard of attempted technology that people aren’t interested in.

Back to the drawing board…

 

 

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-04-25 14:02:292025-04-25 15:44:20This Technology Is A Flop
april@madhedgefundtrader.com

April 14, 2025

Tech Letter

Mad Hedge Technology Letter
April 14, 2025
Fiat Lux

 

Featured Trade:

(BIG TECH ANXIOUS FOR CLARITY)
(MSFT), (AAPL), ($COMPQ)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-04-14 14:04:232025-04-14 16:00:53April 14, 2025
april@madhedgefundtrader.com

Big Tech Anxious For Clarity

Tech Letter

At this pace, nobody knows what the government policies will look like, and if this doesn’t change, the uncertainty will bleed into lower tech stocks ($COMPQ).

Tech has had a hard short-term run, and the unstable backdrop will lead to investors pausing on big tech stock purchases.

Tech businesses are also reigning in their investment spend, waiting to see what happens.

Microsoft (MSFT) has already made announcements on pausing its AI database build out and that has really chilled momentum in the wider AI trade.

If this electronics exemption announced Friday night is true, it represents an important temporary win for Apple (AAPL) and other China-dependent technology giants.

News reports that producing the iPhone in America could cause the price of a new iPhone to double send shockwaves throughout the investment community.

The federal government might have to pull back their aggressive policies when factoring in surging yield in interest rates and a short-term collapse of the dollar.

The president said these products are simply moving to a different tariff "bucket," telling reporters that a separate rate for semiconductor tariffs will be announced over this week.

Trump added that his goal is to "uncomplicate" things by moving production to the US but that companies will have a say.

Either way, the fact remains that Trump has offered at least a temporary boost to companies with close links to China, and investors are responding by sending stocks of directly impacted companies like Apple and Dell (DELL) higher this morning.

These technology companies' goods are still subject to 20% blanket tariffs on China over fentanyl and likely face legacy sector-specific tariffs from Trump 1.0 and the Biden era, but they are now able to sidestep the lion's share of the 145% rate that is now in place for other goods.

The move is also a significant walk back of Trump's overall tariff plans, with electronics representing the top exports from China to the US.

This weekend's move means the overall effective tariff rate on US imports is now 22% — down from 27% just last week.

The smaller the tech company is, the bigger they are impacted with this whipsawing strategy of threatening all your trading partners.

Larger companies certainly have more options than small businesses to dodge the tariffs due to their worldwide networks and political relationships.

Apple, as one example, also gained attention in recent days for reportedly chartering cargo flights to move as many as 1.5 million iPhones to the United States from India quickly to get ahead of tariffs there.

Tech shares are pricing in nothing positive emerging in the short-term.

Management doesn’t want to get burned by moving in one direction, only to see a product get wiped out due to high costs.

It is hard to change the issue of how the U.S. relocated the supply chain to cheaper foreign countries.

The consensus of higher prices comes after Americans have been dealing with uncontrollable inflation since 2020.

The extra price increase preceding Trump’s tariff crusade has consumers in a hole.

Even compared to 2024, I don’t see where the incremental dollar comes into the tech sector when margins are being squeezed in real time.

At best, we could experience a bear market or choppy sideways price action to reflect a tougher environment for doing tech businesses, whether it is streaming, software, hardware of EVs.

 

 

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-04-14 14:02:012025-04-14 16:00:40Big Tech Anxious For Clarity
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There is a very high degree of risk involved in trading. Past results are not indicative of future returns. MadHedgeFundTrader.com and all individuals affiliated with this site assume no responsibilities for your trading and investment results. The indicators, strategies, columns, articles and all other features are for educational purposes only and should not be construed as investment advice. Information for futures trading observations are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information. Your use of the trading observations is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the information. You must assess the risk of any trade with your broker and make your own independent decisions regarding any securities mentioned herein. Affiliates of MadHedgeFundTrader.com may have a position or effect transactions in the securities described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.

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