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.

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