ITPM Podcast

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode of ITPM Flash, Anthony Iser discusses the major market moves following the release of Deep Seek, highlighting its impact on AI and software companies. While the AI infrastructure debate continues, he focuses on how AI-driven applications will drive growth for software companies, particularly Bill Holdings. As a key player in the payments sector for SMBs, Bill Holdings has seen strong revenue and customer growth, with significant upside potential as AI enhances efficiency. Anthony outlines a bullish options strategy ahead of Bill Holdings' February 6 earnings report, aiming for a 3:1 return with potential for even greater upside.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Edward Shek for this episode, where he explores the rapidly shifting trading landscape and the opportunities it presents. With narrowing tech leadership, weak global economic signals, and a focus on risk-adjusted returns, this episode is packed with actionable insights. Ed talks through two short trade ideas for his portfolio: CDW Corporation, grappling with slowing public sector demand and lackluster growth prospects, and Palantir, a high-valuation favorite vulnerable to downside risk. Each trade idea is structured to maximize returns while managing risk effectively. Stay tuned for strategies that prioritize consistency and adaptability over chasing trends.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Ben Berggreen for the first flash episode of 2025, as he dives into the evolving market landscape and highlight key opportunities. With a steepening yield curve, surprises from ISM manufacturing data, and the Fed dialing back on expected rate cuts, the macro backdrop is shifting rapidly. Ben breaks down how these developments could impact crude oil, energy stocks, and more. Featured in this episode are two actionable trade ideas: a bullish setup on Transocean (RIG), riding on improving fundamentals and crude's breakout, and a bearish play on Constellation Brands (STC), amidst weakening fundamentals and potential regulatory headwinds. Every trade is grounded in fundamentals, with limited risk and high reward potential. Enjoy the episode!

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Jason McDonald as he explores the implications of the recent U.S. elections, inflation and market dynamics. He provides an update on his recent trades in Victoria's Secret and Abercrombie & Fitch whilst sharing a new idea in Barrick Gold. Jason discusses the potential impact of geopolitical de-escalation and inflation trends on the gold market, presenting a calendar spread strategy that anticipates a possible drop in gold prices. Watch the video to gain insight into how professional traders use macroeconomic trends to stay ahead of markets, and make sure to check out www.ITPM.com for further education and mentoring!

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In Edward Shek's final episode of the year he dives into the shifting market landscape and uncovers a mid-cap software opportunity. From analyzing the relative performance of major indices to examining the impact of recent earnings and policy changes, he explains why he's adding a mid-cap software stock like Freshworks to the portfolio and hedging for inflation risks. With markets broadening out and opportunities emerging in underperforming sectors, now's the time to look beyond the high-fliers!

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Ben Berggreen in this episode as he revisits his recent trades and dives into new opportunities for the months ahead! From reviewing the stellar performance of his MTZ and PAVE strategies, to introducing his latest bullish idea on Duolingo (DUOL), Ben breaks down the setups, strategies, and insights driving market moves. Learn how Duolingo's explosive growth, AI innovation, and market dominance set the stage for a high-potential calendar bull spread. Plus, explore the broader market dynamics, including the impact of the U.S. dollar surge post-election. Whether you're an experienced trader or just curious about market trends, this episode is packed with actionable ideas and expert analysis. Don't miss it!

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! With the US Presidential Election just days away, Anthony Iser shares his top strategies for finding trade ideas that thrive no matter who wins. He zeroes in on Celsius Holdings, an energy drink company facing temporary setbacks but with a promising future. Anthony breaks down the company's challenges, including inventory issues with Pepsi's distribution network, and explains why he believes these are short-lived. Discover why he anticipates a recovery in earnings and share price, and explore his strategic bull call spread trade with a potential 5:1 payoff. Don't miss out on this must-watch analysis for traders seeking opportunities beyond election-driven market moves!

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, join Jason MacDonald as he dives into two intriguing apparel trade ideas—one long and one short—both set to play out over the next six months. In this video, Jason explores the potential recovery of Victoria's Secret (VSCO) under new management, with a focus on a turnaround in North America. He also analyzes the growth of Abercrombie & Fitch (ANF) and questions whether its strong run might be nearing its peak. Watch for insights into each company's strategy, market conditions, and detailed trade setups involving options strategies. Perfect for traders looking for tactical plays in the apparel sector!

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ed Shek discusses the positive setup for equities heading into earnings season, driven by low expectations, recent economic bullishness, and trillions in the money markets. Ed sees potential for a second wave of rotation into equities and highlights his interest in turnaround stories. With market volume largely controlled by black box quant hedge funds that prioritize sentiment and momentum, Ed identifies opportunities in overlooked turnarounds. He then shares a stock pick for his own portfolio, Roblox, highlighting the platform's strong user growth, innovative AI tools for developers, and potential for future monetization, making it an attractive opportunity in the months ahead.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down the latest macroeconomic data, including updates on the ISM Purchasing Managers Indices, U.S. non-farm payrolls, and the Consumer Price Index. He considers the potential for a strong market performance in the final quarter of the year, driven by a moderating economy and a possible interest rate easing cycle. Based on his macro outlook, he explores trading opportunities in underrepresented sectors like infrastructure and highlights specific stocks, such as MasTec (MTC), and ETFs like PAVE, offering detailed trade strategies and risk management ideas.