← Feed

$IGV

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (1w)
—
Win rate (1w)
— (0 resolved)
1d3d1w1m3m6m1y

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

Recent theses

Prices as of Sep 15, 4:00 PM ET
$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 $105.59as of Sep 15, 4:00 PM ET
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 $105.59as of Sep 15, 4:00 PM ET
original post →

End of results.