u/alkjdasoad

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d111100%+0.4%+0.4%
1w1100%-2.7%-2.7%
1m111100%+3.1%+3.1%
3m111100%+7.2%+7.2%
6m111100%+16.9%+16.9%
1y000———

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

Thesis history

$IGVr/ValueInvestingDiscussionbullish
u/alkjdasoad · 265d agono track record yet

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

Massive inflows ($1.5B in 2 days, 2nd-highest on record) and record call option volume (252,000 contracts) signal institutional confidence in a software sector recovery. The surge in trading activity and positioning suggests investors expect significant upside for software stocks.

At post $85.04Now $104.29+22.6% since postedas of Oct 30, 4:45 PM ET
1d—
3d+0.4%
1w-2.7%
1m+3.1%
3m+7.2%
6m+16.9%
1y—
original post →

End of results.