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$IGV

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (1m)
+2.9%
Win rate (1m)
100% (2 resolved)
1d3d1w1m3m6m1y

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

Recent theses

Prices as of Sep 16, 4:30 PM ET
$IGVr/ValueInvestingDiscussionbullish
u/alkjdasoad · 221d 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.

At post $85.04Now $104.96+23.4% since postedas of Sep 16, 4:30 PM ET
1d—
3d+0.4%
1w-2.7%
1m+3.1%
3m+7.2%
6m+16.9%
1y—
original post →
$IGVr/ValueInvestingDiscussionbullish
u/goosen19 · 225d 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.

At post $85.37Now $104.96+22.9% since postedas of Sep 16, 4:30 PM ET
1d-1.8%
3d-3.4%
1w+0.0%
1m+2.6%
3m+3.6%
6m+10.8%
1y—
original post →

End of results.