ITPM Flash Ep58 Game Theory

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.