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ITPM Flash Ep89 Go Stealthy Stay Wealthy

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Manage episode 505699369 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! In this episode, Edward Shek revisits the SaaS de-rating theme before shifting focus to a stealth data center trade in Chemours (CC). Despite years of “tough love” as a low-growth cyclical, the stock is 50% off the summer lows and now has three clear catalysts in refrigeration, cost savings, and legal overhangs. The real excitement, however, lies in next-gen liquid cooling, where CC’s Opteon technology has just hit commercial qualification with Samsung — the SSD market leader. With partnerships lining up, a forward P/E of 10, and potential rerating upside, Ed outlines a long-dated vertical call spread into January 2026 that could deliver a five-bagger if Chemours becomes a genuine data center winner.

  continue reading

164 episodes

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ITPM Flash Ep89 Go Stealthy Stay Wealthy

ITPM Podcast

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Manage episode 505699369 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! In this episode, Edward Shek revisits the SaaS de-rating theme before shifting focus to a stealth data center trade in Chemours (CC). Despite years of “tough love” as a low-growth cyclical, the stock is 50% off the summer lows and now has three clear catalysts in refrigeration, cost savings, and legal overhangs. The real excitement, however, lies in next-gen liquid cooling, where CC’s Opteon technology has just hit commercial qualification with Samsung — the SSD market leader. With partnerships lining up, a forward P/E of 10, and potential rerating upside, Ed outlines a long-dated vertical call spread into January 2026 that could deliver a five-bagger if Chemours becomes a genuine data center winner.

  continue reading

164 episodes

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