Mad Hedge

HOT TIPS

October 29, 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

(THE IRS LETTER YOU SHOULD DREAD),

(HACK), (AVGO), (CRWD), (PANW)

(TESTIMONIAL)

 

Mad Hedge Technology Letter

(THE NEW FRONTIER IN TECH STAFF NUMBERS)

(AI), (AMZN), (MSFT), (GOOGL)

 

Mad Hedge Biotech & Health Care Letter

(PROOF THAT SOMETIMES THE OBVIOUS PLAY IS OBVIOUSLY RIGHT)

(LLY), (NVO)

 

Mad Hedge Jacque's Post

(DEFENCE TECHNOLOGY IS PICKING UP THE PACE IN AUSTRALIA)

 

Mad Hedge AI

The Imminent Jolt: Is the AI Sector
Primed for a Correction?

 

In the High Sierras

 

Mad Hedge Hits New All-Time High,

up +3.07% so far in October, +57.75% year-to-date, and +811.21% since inception. My Trailing one-year return is +80% and my average annualized return for 18 years us +51.14%, about double the S&P 500. The harder I work, the luckier I get.

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Nvidia Rocks,

taking the stock up 5%. Market cap is approaching $5 trillion. Nvidia is at the core of the global rollout of AI and is striking deals while navigating a U.S.-China trade war that could determine which technology from the two countries is most used around the world. The Santa Clara, California, company's stock has surged 50% in 2025. Its market capitalization closed above $4 trillion for the first time in July. The supercomputers Nvidia is building for the Energy Department will, in part, help the U.S. maintain and develop its nuclear weapons arsenal. The largest of the supercomputers will be built with Oracle and contain 100,000 of Nvidia's high-end Blackwell AI chips.

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ADP to Publish Private Payroll Weekly,

to help compensate for the loss of all government data resulting from the endless government shutdown. U.S. private payrolls increased by an average of 14,250 jobs in the four weeks ending October 11, the ADP National Employment Report's inaugural weekly preliminary estimate showed on Tuesday. ADP said in a statement it would publish a weekly preliminary estimate of the ADP National Employment Report every Tuesday, effective October 28, based on its high-frequency data.

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Amazon Cuts 30,000 Workers,

in a mass automation of their business. Costs will fall dramatically. Amazon is working to compensate for over-hiring during the peak demand of the pandemic and to limit costs as it enters its crucial holiday selling season. The layoffs offer an early look at the possibly broad effects of AI on workforces. Increased use of tools and agents would lead to more corporate job cuts, particularly through automating routine tasks. The machines are coming for your job!

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Cameco Rockets,

up an eye-popping 32% in a week, long recommended by Mad Hedge as part of the “New Nuclear” trade. Westinghouse Electric Company, Cameco, and Brookfield Asset Management today announced that the United States Government has entered into a strategic partnership to accelerate the deployment of nuclear power. At least $80 billion of new reactors will be constructed across the United States using Westinghouse nuclear reactor technology. These new reactors will reinvigorate the nuclear power industrial base. Hold your (CCJ) longs and LEAPS.

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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

(THE IRS LETTER YOU SHOULD DREAD),

(HACK), (AVGO), (CRWD), (PANW)

(TESTIMONIAL)

 

Mad Hedge Technology Letter

(THE NEW FRONTIER IN TECH STAFF NUMBERS)

(AI), (AMZN), (MSFT), (GOOGL)

 

Mad Hedge Biotech & Health Care Letter

(PROOF THAT SOMETIMES THE OBVIOUS PLAY IS OBVIOUSLY RIGHT)

(LLY), (NVO)

 

Mad Hedge Jacque's Post

(DEFENCE TECHNOLOGY IS PICKING UP THE PACE IN AUSTRALIA)

 

Mad Hedge AI

The Imminent Jolt: Is the AI Sector
Primed for a Correction?

 

In the High Sierras

 

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