u/goosen19

1 thesis · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$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 $105.59as of Sep 15, 4:00 PM ET
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End of results.