
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.