$IGV

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (3d)

-1.4%

Win rate (3d)

33% (3 resolved)

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

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

Recent theses

Prices as of Oct 30, 4:45 PM ET

$IGVr/ValueInvestingStock Analysisbullish

u/Giant_leaps · 131d ago1 prior · 100% at 3mo

Software sector Short interest has jumped almost 300% in the last year and MSFT by +70%

Software ETF short interest has surged nearly 300% in the past year to 47.7M shares, indicating extreme bearish positioning that could unwind sharply if sentiment shifts.

At post $87.31Now $104.29+19.4% since postedas of Oct 30, 4:45 PM ET

1d—

3d-1.3%

1w+1.0%

1m+5.2%

3m+19.5%

6m—

1y—

original post →

$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 →

$IGVr/ValueInvestingDiscussionbullish

u/goosen19 · 269d agono track record yet

The software sector just had its worst selloff since October 2008

Software stocks (IGV) have experienced panic-driven capitulation following an irrational selloff triggered by Anthropic's minor GitHub release. The extreme overreaction represents a contrarian buying opportunity as the market has severely mispriced the actual competitive threat.

At post $85.37Now $104.29+22.2% since postedas of Oct 30, 4:45 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.