ITPM Podcast

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets are ripping, earnings are strong, and a new takeover rumor has caught Ben Berggreen's attention. In episode of ITPM Flash, Ben kicks things off with a quick macro rundown—tech and cyclicals are pushing new highs despite soft economic data. Then he dives into a fresh long idea: Papa John’s. The stock is trading well below its 2021 peak, but a potential $2B buyout and improving fundamentals—margin expansion, tech initiatives, and accelerating EPS growth—make it a compelling setup. Ben outlines a defined-risk call spread aimed at capturing upside if the deal gains momentum. Enjoy the episode!

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek focuses on Iris Energy ($IREN) — a $3bn clean energy-powered Bitcoin miner rapidly evolving into a serious player in AI cloud infrastructure. With the broader data centre and semiconductor trade still on fire, he's bullish on the theme but increasingly selective about where real upside remains. $IREN stands out for its unique model: using Bitcoin mining cash flow to fund GPU expansion, offering ultra-competitive pricing versus major cloud providers, and scaling capacity from 660MW to nearly 3GW over the next two years. Ed breaks down the opportunity, key catalysts, risks, and a high-reward options structure targeting significant upside.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald makes a bullish case for platinum, highlighting its recent breakout after years of underperformance. He explores the fundamentals driving the move—including constrained supply, demand from hybrid vehicles, and investor rotation out of gold—and explains why platinum remains significantly undervalued relative to gold. Jason also reviews several ways to gain exposure, from physical ETFs to major producers like Valterra Platinum and Impala Platinum, and walks through a practical options strategy using the PPLT ETF.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen discusses the recent equity rebound as volatility eases and investor focus returns to earnings. He presents a long trade idea in Unity Software, a market leader in real-time 3D development powering over half of all mobile games. With expanding applications across industries like automotive and healthcare, improving fundamentals, and a transition to an AI-driven ad platform already boosting engagement, Unity is showing strong upside potential. Ben walks through a limited-risk, high-reward calendar ratio spread strategy to capitalize on a possible rally into the next earnings release.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek breaks down the current market mood—where macro data remains benign, tariffs are still a moving target, and risks like stagflation are underpriced. He presents a compelling long idea in mid-cap tech: Xometry (XMTY), a fast-growing AI-powered digital marketplace transforming custom manufacturing. With strong revenue growth, expanding supplier and buyer networks, and a massive $1T total addressable market, Ed sees major upside potential. On the flip side, he pitches a short on Dropbox (DBX), a declining business in a saturated market, bleeding customers and lacking innovation. Two clear trades—one scaling up, one fading out.