DiscoverITPM PodcastITPM Flash Ep94 Charged Up $MVST
ITPM Flash Ep94 Charged Up $MVST

ITPM Flash Ep94 Charged Up $MVST

Update: 2025-10-30
Share

Description

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!

 

The world is going electric faster than you think — but not just for passenger cars.

 

In this episode of ITPM Flash, Philip Klein presents Microvast ($MVST) — a U.S.-based advanced battery company powering the commercial EV revolution.

 

While Tesla and Rivian dominate headlines, the commercial EV space is growing even faster — and Microvast is solving its biggest bottleneck: charging speed. With batteries that charge to 80% in 10 minutes, a breakthrough in solid-state technology, and partnerships with BMW and GM, this $1.8B company is positioned to benefit from powerful tailwinds in electrification, regulation, and energy storage demand.

 

Philip walks through the company's fundamentals, catalysts, and valuation — including strong revenue acceleration, U.S. expansion, and a calendar ratio call spread options trade designed to capture high implied volatility and asymmetric upside.

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

ITPM Flash Ep94 Charged Up $MVST

ITPM Flash Ep94 Charged Up $MVST

Institute of Trading & Portfolio Management (ITPM)