$IGV

@jerrycapMay 6, 2026 · 10:08 PM

$SOXX longs $IGV longs

@investmentguru_Apr 11, 2026 · 1:33 PM

SAASPOCALYPSE = Buying opportunity? $IGV software ETF down ~30% from peak $2 TRILLION wiped from software market caps SaaS now trading BELOW S&P 500 on forward multiples for the first time What triggered the reset? AI agents sparking “software obsolescence” fears Seat-based models under pressure Panic selling across high-multiple names Valuation check: $NOW down ~35% YTD $WDAY down ~40% YTD $CRM ~5x P/S $MSFT near decade-low multiples SaaS median multiples compressed hard Reality check: Fundamentals still growing (not collapsing) SaaS still expanding globally AI is NOT killing software — it’s reshaping it Market is pricing “disruption” Data is still showing “expansion” Is this a structural decline… or the best entry window in years?

@thevalueistApr 10, 2026 · 4:29 PM

SaaS Murder - Mythos Edition. Getting absolutely brutalized. SBC wiped out. My SaaS Complete Index (there are more names in the index, but they don't fit on one page) sorted YTD and IGV 1y attached. $CRM $NOW $WDAY $IGV https://t.co/DCXSI801GI

@alfchartsFeb 26, 2026 · 1:18 PM

Software is back at a key support zone, the same level that drove major reversals in 2024 and 2025. As long as $IGV holds above 76, the conditions are set for a bounce. That’s my line in the sand. https://t.co/mUlxHP01K1 https://t.co/dYSBZC6wIe

@jerrycapFeb 20, 2026 · 1:37 PM

$IGV to zero https://t.co/KxoGq09bi9