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ITPM Flash Ep90 The Sky is the Limit
Manage episode 510301583 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen revisits his June long play on Unity Software — with the underlying now up nearly 80% — before turning to a fresh small-cap tech idea: Ondas Holdings. With its mix of government-backed networking contracts and fast-growing autonomous drone business, Ondas offers a speculative but exciting growth story despite cash burn and dilution risks. Ben walks through the macro backdrop around the FOMC meeting, the company's improving earnings profile, and how he's structuring a call ratio spread to capture potential upside into year-end.
165 Episoden
Manage episode 510301583 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen revisits his June long play on Unity Software — with the underlying now up nearly 80% — before turning to a fresh small-cap tech idea: Ondas Holdings. With its mix of government-backed networking contracts and fast-growing autonomous drone business, Ondas offers a speculative but exciting growth story despite cash burn and dilution risks. Ben walks through the macro backdrop around the FOMC meeting, the company's improving earnings profile, and how he's structuring a call ratio spread to capture potential upside into year-end.
165 Episoden
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