ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek revisits the SaaS de-rating theme before shifting focus to a stealth data center trade in Chemours (CC). Despite years of “tough love” as a low-growth cyclical, the stock is 50% off the summer lows and now has three clear catalysts in refrigeration, cost savings, and legal overhangs. The real excitement, however, lies in next-gen liquid cooling, where CC’s Opteon technology has just hit commercial qualification with Samsung — the SSD market leader. With partnerships lining up, a forward P/E of 10, and potential rerating upside, Ed outlines a long-dated vertical call spread into January 2026 that could deliver a five-bagger if Chemours becomes a genuine data center winner.

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