Listen "ITPM Flash Ep66 Stacking Bills"
Episode Synopsis
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode of ITPM Flash, Anthony Iser discusses the major market moves following the release of Deep Seek, highlighting its impact on AI and software companies. While the AI infrastructure debate continues, he focuses on how AI-driven applications will drive growth for software companies, particularly Bill Holdings. As a key player in the payments sector for SMBs, Bill Holdings has seen strong revenue and customer growth, with significant upside potential as AI enhances efficiency. Anthony outlines a bullish options strategy ahead of Bill Holdings’ February 6 earnings report, aiming for a 3:1 return with potential for even greater upside.
More episodes of the podcast ITPM Podcast
ITPM Flash Ep92 Warfare Backlog Optionality
15/10/2025
ITPM Flash Ep91 Roll Up, Roll Up, Roll Up!
03/10/2025
ITPM Flash Ep90 The Sky is the Limit
03/10/2025
ITPM Flash Ep89 Go Stealthy Stay Wealthy
11/09/2025
ITPM Flash Ep88 Guac' the Hell is Going On?
05/09/2025
ITPM Flash Ep87 RIP SAAS?
26/08/2025
ITPM Flash Ep86 A Slippery Slope
14/08/2025
ITPM Flash Ep85 Mid-Cap Insurance
08/08/2025
ITPM Flash Ep84 A Shoe-in
01/08/2025
ITPM Flash Ep83 Banking on a Rally?
18/07/2025