$IGV

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Win rate (3m)

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1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices delayed ~15 min · refreshed 23m ago

$IGVr/ValueInvestingDiscussionbullish

u/alkjdasoad · 220d agono track record yet

Investors are rushing into US software stocks (+$1.5 billion inflow)

Record inflows (+$1.5 billion over 2 days) and surging call option volume (5x above 2025 average) signal strong institutional conviction in a software sector recovery. The massive positioning suggests investors are betting on near-term upside for technology software stocks.

Now $106.0923m ago

original post →

$IGVr/ValueInvestingDiscussionbullish

u/goosen19 · 224d agono track record yet

The software sector just had its worst selloff since October 2008

The software sector (IGV) has experienced panic-driven capitulation following an irrational selloff triggered by Anthropic's legal contract review template. This severe oversold condition represents a contrarian buying opportunity, as the market reaction is completely disproportionate to the actual competitive threat posed.

Now $106.0923m ago

original post →

End of results.