About this episode

Ben Berggreen discusses emerging opportunities in the technology sector beyond AI winners.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! While investors chase AI winners, a quieter opportunity may be emerging in an overlooked corner of the technology sector. The AI trade continues to dominate headlines, pushing the Nasdaq to fresh highs and driving valuations across parts of the technology sector to increasingly stretched levels. But beneath the surface, credit markets remain calm, Treasury yields are easing, and the broader market may be setting up for a rotation rather than a correction. In this week's ITPM Flash, Ben Berggreen explores why traders should be looking beyond the obvious AI winners and focusing on businesses where fundamentals are beginning to improve alongside structural growth trends. Enjoy the episode.

People in this episode

Host: Ben Berggreen

Topics covered

• trading
• AI
• technology sector
• market analysis
• investment opportunities

Keywords

• trading
• AI
• technology
• market rotation
• investment

Mentioned in this episode

Organizations: Institute of Trading and Portfolio Management

Products: $LOGI

Places: Nasdaq, Treasury

More episodes of ITPM Podcast

• ITPM Flash Ep113 Standing on the Edge · May 29, 2026 · 12 min
• ITPM Flash Ep112 The Price of Victory $KTOS · May 23, 2026 · 10 min
• ITPM Flash Ep111 NVIDIA's $2bn Bet $SNPS · May 12, 2026 · 13 min

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