{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"ITPM Flash Ep92 Warfare Backlog Optionality","description":"  ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!  &amp;nbsp;   Defense stocks are booming in 2025 \u2014 and Huntington Ingalls ($HII) might be the biggest winner of them all.  &amp;nbsp;   In this episode of  ITPM Flash,  Dieter Plas  presents a  long idea on Huntington Ingalls Industries ($HII)  \u2014 America\u2019s largest military shipbuilder and a cornerstone of U.S. defense infrastructure.  With  rising geopolitical tensions, a  $50B+ backlog, and  new post-COVID contracts  that restore pricing power and margins, Dieter explains why HII offers compelling  earnings optionality  even in a messy macro environment. He walks through the company\u2019s fundamentals, margin recovery, cost-cutting efficiencies, and outlines a  calendar spread options trade  designed to capture both  credit income and upside potential  into year-end. ","author_name":"ITPM Podcast","author_url":"https:\/\/www.itpm.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/38590095\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/38590095"}