ITPM Flash Ep78 A Couple of Verticals

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek breaks down the current market mood—where macro data remains benign, tariffs are still a moving target, and risks like stagflation are underpriced. He presents a compelling long idea in mid-cap tech: Xometry (XMTY), a fast-growing AI-powered digital marketplace transforming custom manufacturing. With strong revenue growth, expanding supplier and buyer networks, and a massive $1T total addressable market, Ed sees major upside potential. On the flip side, he pitches a short on Dropbox (DBX), a declining business in a saturated market, bleeding customers and lacking innovation. Two clear trades—one scaling up, one fading out.

Om Podcasten

The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.