ITPM Flash Ep68 The Divinity is in the Data

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!