Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

ITPM Flash Ep68 The Divinity is in the Data

12:16
 
Share
 

Manage episode 467628297 series 2467143
Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The AI revolution is accelerating, and the data gold rush is in full swing! In this week's ITPM Flash, Edward Shek breaks down the latest trends in tech—from surging CapEx in data center hardware to software's growing dominance. With AI adoption expanding rapidly, the cost of inference is set to plummet, driving mass adoption. That’s why the real opportunity lies in data stocks—companies that enable clean, structured, and real-time data for AI. Ed takes a deep dive into Confluent (CFLT), a key player in real-time data streaming, and outline a high-risk, high-reward options strategy ahead of earnings. Plus, Ed explains how he is keeping a close watch on macro indicators—AI is boosting corporate efficiency, but will rising unemployment shake the markets? Stay ahead of the game and watch now!

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 467628297 series 2467143
Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The AI revolution is accelerating, and the data gold rush is in full swing! In this week's ITPM Flash, Edward Shek breaks down the latest trends in tech—from surging CapEx in data center hardware to software's growing dominance. With AI adoption expanding rapidly, the cost of inference is set to plummet, driving mass adoption. That’s why the real opportunity lies in data stocks—companies that enable clean, structured, and real-time data for AI. Ed takes a deep dive into Confluent (CFLT), a key player in real-time data streaming, and outline a high-risk, high-reward options strategy ahead of earnings. Plus, Ed explains how he is keeping a close watch on macro indicators—AI is boosting corporate efficiency, but will rising unemployment shake the markets? Stay ahead of the game and watch now!

  continue reading

150 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play