Cybersecurity could be the next major AI-driven market theme.

In this episode of ITPM Flash, Dieter breaks down how the AI revolution has already created waves in data centers, energy, CPUs and memory — and why cybersecurity may be the next area to attract serious investor attention.

With advanced AI models exposing software vulnerabilities and major institutions racing to strengthen their systems, the setup for cybersecurity stocks could become increasingly relevant. Dieter explains why he prefers ETF exposure through the First Trust Nasdaq Cybersecurity ETF, ticker CIBR, rather than trying to pick individual cybersecurity winners. He also walks through a long call trade structure using November and August options, explaining the setup, the credit received, the risk/reward, and why a longer time horizon may make sense for this particular theme.

Listen now to see why AI-fuelled cyber risk could become one of the next big trades in the market.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!

While investors chase AI winners, a quieter opportunity may be emerging in an overlooked corner of the technology sector.

The AI trade continues to dominate headlines, pushing the Nasdaq to fresh highs and driving valuations across parts of the technology sector to increasingly stretched levels. But beneath the surface, credit markets remain calm, Treasury yields are easing, and the broader market may be setting up for a rotation rather than a correction.

In this week's ITPM Flash, Ben Berggreen explores why traders should be looking beyond the obvious AI winners and focusing on businesses where fundamentals are beginning to improve alongside structural growth trends.

Enjoy the episode.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!

Markets are pushing higher despite valuation metrics flashing warning signs across the board.

In this week's ITPM Flash, Edward Shek breaks down the extraordinary concentration driving the current rally — from hyperscaler CapEx spending to explosive AI-driven earnings growth. With the S&P 500 trading at historically extreme valuations, the big question is whether we are witnessing another bubble… or the early stages of a once-in-a-generation infrastructure boom.

Ed explores the unprecedented scale of AI data centre investment, why traditional valuation metrics may be understating the impact of the current CapEx cycle, and how hyperscaler spending is reshaping the entire market. He also explains why professional investors continue piling into the trade despite rising bond yields, weak consumer sentiment, and increasingly narrow market leadership.

Finally, Ed outlines how he is managing risk in this environment — staying overweight the AI CapEx trade while actively managing position sizing, downside protection, and momentum exposure.

Enjoy the episode.