ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF. Every tracked FinTwit mention of $IGV, newest first. 187 mentions since the first on Jan 2, 2026. See the price chart.
July 2026 · 23 mentions
Jul 15
Alphatica — ROTATION SCANNER | July 15, 2026
$XLC +1.5%. $XLY +1.4%. Consumer and comms lead. $SOXX -2.6%. $MTUM -2.6%. Semis and momentum sold. $SLV -1.9%. Spread 4.2%. Narrowing. The volati…↗
Jul 14
Alphatica — ROTATION SCANNER | July 14, 2026
$TAN +3.9%. $SOXX +3.0%. All four thematics green. $SLV +1.9%. $GLD +1.4%. Precious metals rally. Cool CPI. $XLV -2.0%. Healthcare laggard. Growth…↗
Jul 14
Shay Boloor — @VanquishTrader Incredible seeing how aggressively the $IGV dip got bought↗
Jul 14
Leandro — $IGV now up in the day with $IBM down 26%
I guess this means that IBM earnings were good for software (smh)↗
Jul 14
Alphatica — IBM is down 25% today. The largest single-day decline in the company's modern history. We flagged IBM's pre-announcement at 7 AM this morning. Here is why the data says overreactio…↗
Jul 14
Leandro — I’d say that around <1% of people posting that $IBM has killed software today have actually read what caused the miss and/or can explain why that’s the case
$IGV down pre so t…↗
Jul 13
amit — reason markets are struggling right now...
- trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes
-…↗
Jul 11
Alphatica — @AntithetosCptl Market is getting some software wrong we think. Time will tell. $IGV↗
Jul 10
Alphatica — ROTATION SCANNER | July 10, 2026
$XBI -3.6%. Biotech crashes. All four thematics negative. Again. $XLB +1.4% leads. Materials. Factors flat. No conviction. The rotation stalled. Q…↗
Jul 10
Alphatica — Stifel just upgraded both Shopify and Twilio to buy. Targets raised to $150 and $260.
The timing is worth noting. Last night we noted that KeyBanc downgraded Salesforce citing wea…↗
Jul 9
Alphatica — ROTATION SCANNER | July 9, 2026
$SOXX +5.1%. After-hours alert validated. All four thematics green. $SLV +3.2%. $MTUM +3.0%. $USO -2.6%. Oil lagging. $XLE only red sector. Mirror…↗
Jul 9
Alphatica — BREAKING NEWS:
KeyBanc downgraded Salesforce to sector weight from overweight, this evening. The reason: lack of strength in channel checks and customer conversations.
This is n…↗
Jul 8
Alphatica — ROTATION SCANNER | July 8, 2026
$USO +5.2%. Second session leading. 10.1% spread. Widest of the series. All four factors negative. All four thematics negative. $SLV -4.9%. No safe…↗
Jul 7
Alphatica — IBM UPDATE
Current: $303.42 (+1.30% today). The bullish alert is fully paying off.
IBM was the textbook case of our framework working exactly as designed. Whale conviction print…↗
Jul 6
Alphatica — ROTATION SCANNER | July 6, 2026
$SOXX +4.18%. All four thematics green. $ARKK +3.34%. $TAN +3.46%. Staples -1.87%. Healthcare -1.35%. Utilities -1.28%. Defensives sold. The rotati…↗
Jul 2
Alphatica — UNUSUAL DARK POOL PRINTS:
| 12:46:38 MSFT BUY $ 15,608,000 NASDAQ Carte │
│ 12:46:12 MSFT BUY $ 10,150,400 NASDAQ Carte │
│ 12:45:50 MSFT BUY $ 12,005,439 NASDAQ Carte │
They are…↗
Jul 2
Alphatica — UNUSUAL DARK POOL PRINT ALERT:
│ 12:01:14 MSFT BUY $329,800,000 NASDAQ Carte │
Yesterday $MSFT broke seventeen weeks of distribution. +$988M with zero dark pool sells. The most…↗
Jul 2
Alphatica — ROTATION SCANNER | July 2, 2026
$SLV +3.02%. Silver leads the scanner. First time a commodity leads. $SOXX -4.04%. The semi sell continues. Healthcare. Staples. Defense. Pure defe…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one.
$26.36B in buy blo…↗
Lawrence McDonald — Alert - Long software $IGV vs. short $SOXX Semiconductors up nearly 10% today. Markets are speaking, never ever ignore the Quarter-End / Month-End rotation. This crowded trade unw…↗
Jul 1
Alphatica — ROTATION SCANNER | July 1, 2026
$IGV +4.30%. Largest software move of the series. $SOXX -5.31%. 9.6% spread. Widest of the series. The split inverted on Q3 day one.
Leader: $IGV…↗
Alphatica — ROTATION SCANNER | June 29, 2026
$SOXX +2.84%. All four thematics green. $IGV +1.86%. The split resolved. Q2 close. JPM collar day.
Leader: $SOXX (Semiconductors) +2.84%
Laggard:…↗
Jun 29
BULL OF BRITAIN — This $SOXX / $DRAM rotation into $NASA / $IGV honestly just feels like a few tutes got mad on being 24-7 exit liquidity for retail.
Now they are forcing a rotation no one cares a…↗
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
Tradable Astronaut — $IGV needs to hold $100 this week.
That's the key GEX level. Dealers are heavily positioned there it's a flip zone.
Above it, the structure is supportive.
Below it, pressure…↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 31
Shane C. Murphy, CMT — Big rebound in software stocks last week..
The below grid displays the 1yr RS chart (vs. $SPY) of the largest $IGV stocks. Comprising >50% of the index.
$PANW $ORCL $CRWD are…↗
Alphatica — ROTATION SCANNER | April 30, 2026
The mega-caps beat. The money went everywhere else.
$MSFT, $GOOGL, $AMZN all beat last night. You'd expect tech to lead today. It's the laggard.…↗
Apr 28
Alphatica — ROTATION SCANNER | April 28, 2026
Nowhere to hide. Almost everything is red.
Previous sessions the rotation scanner showed clear themes, tech up/energy down, or financials up/sem…↗
Apr 27
Shay Boloor — Tom Lee says S&P 7,700 is “very probable” after the market passed the war, private credit and Fed chair tests.
With earnings estimates rising, $IGV bouncing from 72 to 85, AI…↗
Daave “3 and 30” Tepper — If this doesn’t evidence the skinny margin for “software” I don’t know what does
$crm $now $igv↗
Mar 24
amit — $IGV
SaaS down again today is just becoming exhausting.
Why? Claude released a new tool that got 40M views in 12 hours. More automation workflows for people.
Which makes the mar…↗
Mar 24
Alphatica — IGV OPTIONS FLOW | March 24, 11:30 AM
$81.45. Down 3.54%. Software is getting sold.
The iShares Expanded Tech-Software ETF is one of the worst performing sector funds today. But…↗
Mar 23
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...so they are turning to acquisitions to defend and reinforce their competitive positions. This is forcing more cost discipline and could be a positive for the stocks if they…
February 2026 · 39 mentions
Feb 27
Alphatica — We've been tracking institutional flow across a software basket for the last 90 days.
6 names. 350,000+ significant trades. $934 billion in dark pool notional.
MSFT · ORCL · CRM…↗
Feb 26
amit — @matthughes13 yup, seems like a decent chunk of the semis rotated to $IGV↗
amit — pretty incredible how software continues to get hit
these companies are producing incredible amounts of cash flow but the fears of 2 things seem to be creating an issue:
1) AI m…↗
Jan 2
amit — @Eclipseeee_01 profit taking to start the year and entire SaaS sector sold off, $IGV down 2%↗
— $IGV + $UFO + $XLV
Software, Space and Healthcare ETF's are all flying today, while $SOXX / $DRAM selling off hard.
$XLV is about to hit ATH.
Relief rally or the start of the…
Alphatica — ROTATION SCANNER | June 26, 2026
$IGV +3.28%. Session leader. For the first time. $SOXX -4.92%. The split fully inverted. Software on top. Semis crash. 8.2% gap.
Leader: $IGV (So…↗
Jun 26
Alphatica — $IBM update:
🟢 Validated Bullish Squeeze
Highest-conviction bullish regime in our framework.
It implies:
1. The bears are committed but wrong (high SVR + price up = they're g…↗
Jun 26
InvestmentGuru — Good morning! It’s Friday. Equities are under pressure in pre-market, oil has slipped below $70, Bitcoin is trading under $60K, and the $VIX is back above 20. Put together, these s…↗
Jun 25
Alphatica — ROTATION SCANNER | June 25, 2026
$VLUE +4.09%. The value surge. $SOXX +2.87%. $MU bounce. $IGV -1.35%. Software sells again. Commodities reversed. All four green.
Leader: $VLUE (…↗
Jun 24
Alphatica — ROTATION SCANNER | June 24, 2026
$XBI leads. Second session. All four thematics green. $SLV -4.84%. $USO -3.69%. $GLD -2.64%. Commodities crushed. $TLT +1.44%. Bonds rally.
Leade…↗
Jun 23
Alphatica — ORCL UPDATE:
🔴 → 🔴 confirmed distribution / no defender regime
ORCL has not found its bottom because the institutional commitment to defend the breakdown failed twice (6/16 an…↗
Jun 23
Alphatica — ROTATION SCANNER | June 23, 2026
$SOXX -7.22%. The worst semi day of the series. $IGV +0.89%. The split inverted. Software up. Semis crash. The great rotation.
Leader: $XBI (Biot…↗
Alphatica — ORCL just filed their 10-K today.
Oracle is building one of the largest cloud infrastructure platforms in the world at a pace that has loaded $183B in total obligations onto the b…↗
Jun 22
Alphatica — ROTATION SCANNER | June 22, 2026
$XBI +3.6%. Biotech leads the week. $IGV -2.3%. Software selling accelerates. 5.9% gap. The widest biotech/software spread of the series.
Leader:…↗
Jun 19
Michael Sikand 🦑 — Defense bulls, get ready.
Western governments are literally defense's version of AI hyperscaler capex, but the market isn't pricing it in.
Global defense: $3T+ est. for 2027
AI h…↗
Jun 18
Alphatica — DARK POOL AFTER HOURS ALERT:
| 18:49:13 CRM SELL $154,878,285 NASDAQ Carte |
YTD: -42.71%
1-week: -8.81%
Probably nothing.
$CRM $IGV↗
Jun 18
Alfonso De Pablos, CMT — Will buyers show up at this key level in Software $IGV? https://t.co/kO2pgAAY7w↗
Jun 18
Alphatica — ROTATION SCANNER | June 18, 2026
$SOXX +6.3%. Quarterly OPEX. $IGV -0.4%. The split at its widest. 6.7% gap. Gamma concentrates in semis.
Leader: $SOXX (Semiconductors) +6.3%
Lag…↗
Jun 18
Alphatica — Wall Street is catching up.
INTU was downgraded last night. Target cut from $375 to $275.
The Alphatica Earnings Quality Signal scored INTU 2/6 BEARISH on February 26. The stock…↗
Jun 17
Alphatica — ROTATION SCANNER | June 17, 2026
$XBI +4.6%. Biotech leads on FOMC day. The rate-sensitive trade. $SOXX +3.5%. $IGV flat. Software waits for Warsh.
Leader: $XBI (Biotech) +4.6%
L…↗
Jun 16
Alphatica — ROTATION SCANNER | June 16, 2026
$XLU +1.6%. Utilities lead. First time. $SOXX -3.5%. $IGV -1.4%. Yesterday reversed. FOMC eve. Full defensive.
Leader: $XLU (Utilities) +1.6%
Lag…↗
Jun 15
Alphatica — ROTATION SCANNER | June 15, 2026
$ARKK +5.6%. $SOXX +5.0%. $IGV +3.0%. Software is back. The split resolved. $USO -4.6%. 10.2% spread.
Leader: $ARKK (Innovation) +5.6%
Laggard: $…↗
InvestmentGuru — 10 ETFs to Track Market Pulse & Sector Rotation
One-glance dashboard for where capital is flowing across the AI supercycle
AI Infrastructure Core
$DRAM — memory cycle (Micron, S…↗
Alphatica — ROTATION SCANNER | June 12, 2026
4.3% spread. The narrowest of the series. Nearly everything green. $XLB leads. $IGV still red. SpaceX IPO day.
Leader: $XLB (Materials) +1.6%
Lag…↗
Jun 11
Alphatica — INTERNALS UPDATE | 2:30 PM ET
Trump says there is an Iran peace deal. The internals flipped in three hours. The roller coaster continues.
This morning at 11:30 AM we published t…↗
Jun 11
Alphatica — ROTATION SCANNER | June 11, 2026
$SOXX +3.9%. All factors green. $XBI +2.0%. $IGV -1.5%. Software alone on the sell side. The split returns.
Leader: $SOXX (Semiconductors) +3.9%…↗
Alphatica — ROTATION SCANNER | June 9, 2026
$XLRE +1.9%. Real estate leads. $SOXX -3.0%. $IGV -2.9%. Oil crashing. The market is pricing lower rates.
Leader: $XLRE (Real Estate) +1.9%
Laggar…↗
Jun 8
Alphatica — ROTATION SCANNER | June 8, 2026
$SOXX +7.1%. The largest semiconductor move in this series history. Friday: -6.5%. A 13.6% swing.
Leader: $SOXX (Semiconductors) +7.1%
Laggard: $X…↗
Jun 5
Alphatica — ROTATION SCANNER | June 5, 2026
$SOXX -6.5%. $SLV -7.1%. $TAN -7.3%. $XLP +1.7%. Consumer staples leads. The market hides in cereal and toothpaste.
Leader: $XLP (Consumer Staples…↗
Jun 4
Nick Colas & Jessica Rabe (DataTrek) — 1/2 US large cap Software stocks ($IGV ETF) have rallied +35% from its April lows, but the historical data suggests the easy gains are behind us. The fundamental backdrop offers li…↗
Jun 4
Alphatica — ROTATION SCANNER | June 4, 2026
$XBI +3.0%. $XLF +2.5%. $SOXX -2.9%. $XLK -2.0%. The great rotation. Out of tech. Into everything else.
Leader: $XBI (Biotech) +3.0%
Laggard: $USO…↗
Jun 3
Alphatica — ROTATION SCANNER | June 3, 2026
$IGV -4.0%. Four days. The $DELL rally is gone. $SOXX +1.3%. $AVGO reports tonight.
Leader: $USO (Oil) +2.4%
Laggard: $IGV (Software) -4.0%
Spread…↗
SpotGamma — A month ago you didn't need software $IGV cause of AI
that turned out to be wrong, i guess?
now you are gonna just buy both? https://t.co/5lazwEKNB6↗
Jun 1
amit — SaaS and Semis finally getting a bid together.
$MU hitting all time highs, $CRM breaking out...
While there are still deals that look cheap out there, it's starting to turn into…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
— SAAS IS BACK FROM THE DEAD
Options traders are convinced the “SaaS-pocalypse” is over. The iShares Expanded Tech-Software ETF
$IGV has seen increasingly bullish volume all month,…
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
Alphatica — ROTATION SCANNER | May 28, 2026
$ARKK leads +3.0%. $IGV +2.5%. All factors green. Innovation back. The risk trade is on.
Leader: $ARKK (ARK Innovation) +3.0%
Laggard: $XLU (Utili…↗
May 27
Alphatica — CRM reports tonight after the close.
3/6 on the Alphatica Earnings Quality Signal. BEARISH on our disclosure signal. Five straight beats with accelerating surprises. Down 35% in 5…↗
Alphatica — ROTATION SCANNER | May 26, 2026 | S&P All-Time High
$SOXX +5.8%. $MTUM +3.3%. Oil only red. 8.3% spread. The greenest scanner since this series began.
Leader: $SOXX (Semiconducto…↗
May 22
Alphatica — ROTATION SCANNER | May 22, 2026 | Warsh Day 1
$SOXX +2.6%. All sectors green. All factors green. The scanner wakes up.
Leader: $SOXX (Semiconductors) +2.6%
Laggard: $SLV (Silver)…↗
May 22
Shane C. Murphy, CMT — $IGV Software vs. $SPY S&P 500 +100d SMA
This industry group has a lot more to prove! https://t.co/Byc6S1ZYX9↗
May 21
Alphatica — ROTATION SCANNER | May 21, 2026 | Post $NVDA
3.3% spread. The quietest scanner in weeks. The market is digesting.
Leader: $TAN (Solar) +1.7%
Laggard: $XLP (Consumer Staples) -1.6…↗
May 20
Alphatica — ROTATION SCANNER | May 20, 2026 | $NVDA Day
$SOXX +4.3%. All sectors green. All factors green. Oil only red. $NVDA tonight.
Leader: $SOXX (Semiconductors) +4.3%
Laggard: $USO (Oi…↗
May 19
Alphatica — ROTATION SCANNER | May 19, 2026 | $NVDA Eve
All tech red. Semis, software, solar. Healthcare and oil only green. $NVDA tomorrow.
Leader: $USO (Oil) +1.9%
Laggard: $SLV (Silver) -…↗
May 18
Alphatica — ROTATION SCANNER | May 18, 2026
Tech sells into $NVDA earnings. Energy and financials lead. Two days.
Leader: $USO (Oil) +1.7%
Laggard: $TAN (Solar) -3.5%
Spread: 5.2%
The marke…↗
May 16
Puru Saxena — Semis vs. software - jaw about to close?
Semis have had an epic run and software has been taken to the cleaners. On watch for a multi-week pullback in $SOX and durable rally in…↗
Alphatica — ROTATION SCANNER | May 15, 2026 | OPEX Day
11.5% spread. All-time record. $SLV -8.5%. Oil the only green. OPEX destruction.
Leader: $USO (Oil) +3.1%
Laggard: $SLV (Silver) -8.5%…↗
May 15
Daave “3 and 30” Tepper — current llm / transformer architecture unlikely the terminal dominant model
Don’t forget there is technology risk in technology $igv↗
May 14
Alphatica — ROTATION SCANNER | May 14, 2026
Software leads. Every sector green. Every factor green. The broadening is real.
Leader: $IGV (Software) +2.6%
Laggard: $SLV (Silver) -3.3%
Spread:…↗
May 13
Daave “3 and 30” Tepper — ofc jensen is bullish $now !
servicenow just blew their annual ai token spend in 3 months and will literally issue a bond to fund re-upping their token spend becuase they have no…↗
May 13
Alphatica — ROTATION SCANNER | May 13, 2026 | 12:00 PM ET
Solar leads +3.7%. Software lags again. PPI 6.0% and the market shrugs.
Leader: $TAN (Solar) +3.7%
Laggard: $IGV (Software) -1.8%
Sp…↗
Alphatica — Where the money is going.
We track 37 proxy ETFs in real time across sectors, factors, thematic, and macro. Every session, the rotation scanner shows you exactly where the institu…↗
Shay Boloor — SaaSocalypse 4.0 appears to be underway.
$IGV https://t.co/pkM06wCtzW↗
Apr 22
amit — service now is more like service down
in line with EPS, slight beat on revenues
street’s not impressed by it
taking all of software down after hours
$NOW $IGV https://t.co/mpLw…↗
Apr 14
Puru Saxena — Software - sometimes a picture is worth a 1000 words
Quality cybersecurity + infrastructure software stocks likely to be much higher several months out. $IGV https://t.co/qxp050rF…↗
Apr 13
Shay Boloor — Software is back from the dead.
$IGV https://t.co/Fazb0fAWnQ↗
Apr 13
amit — @FindleysFinance I think that is priced in. Stock is down from $350. Really was priced in before earnings, the selloff seemed to be an $IGV selloff more than a Oracle debt fueled i…↗
Apr 13
amit — @dirtygreenpaper Should not be. Bought on Friday. Would love it in the low $100s.
Earnings shot it up to $170 but because they sell software they are in $IGV and got sold off, no…↗
Apr 13
amit — Futures were ugly. Now they aren’t as ugly.
I wonder if the market might be holding back from pricing in the worst.
More escalation, higher oil, bad for stocks.
Trump has obviou…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 9
Daave “3 and 30” Tepper — Q. when grp 1 mass ai users move to group 2... what happens to ai infra share prices?
tbh, i was long ai infra but in grp 1 the last 2 yrs.
moved into grp 2 ~3 mos ago.
now…↗
Apr 9
Evergreen Capital — It’s not too late for software, but time is running out. $IGV↗
Apr 9
amit — This is all of software today.
It's ugly, but once again it is rooted in a very programmed (literally, algorithmically programmed) belief that the markets have about software in…↗
Apr 9
Shay Boloor — It really feels like software is waiting for permission to go up.
The group feels like it has the ingredients but the market hasn't emotionally let go of its skepticism yet.
Soft…↗
Apr 9
amit — @SayNoToTrading yup, still above feb lows
if we see below those lows then its either going to be a massive dip buy or algos treating it like every other $IGV name↗
Apr 9
amit — @ShortSeller pretty much, I guess the question will be for the market which names to diverge from $IGV
but right now they all are just following the trend↗
Apr 9
amit — $PLTR Palantir down 12% over the past 2 days, here’s what I think is going on:
- I don’t think Palantir is down because of the “war being over.” Other defense contractors are up a…↗
Trade Whisperer — $IGV Consolidation → Blue Candle, Soon
Software Renaissance Incoming. The Agentic AI will transform everything.
Get 280+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https:…↗
Apr 2
Daave “3 and 30” Tepper — Bucco nails the software short thesis
The value is in the human service, not the code
Human service doesn’t trade for 5x revenue
And it has high churn rates
Lower
$igv↗
Nick Colas & Jessica Rabe (DataTrek) — Software stocks just went through a near 3-sigma selloff — one of the worst stretches in years.
Now they’re rebounding and $ORCL just beat earnings.
Why the comeback may have fur…↗
Mar 11
Daave “3 and 30” Tepper — @altcap Scary version: software must ADD headcount to
1. Defend share (sales, post sales tech),
2. Add AI features / tech complexity (tech), and
3. Enable AI implementation serv…↗
Mar 11
Daave “3 and 30” Tepper — $crm is the new $orcl
the ai pivot is expensive and crm has always had capital creation issues
growing net debt….
+ net share issuer….
= Book value destruction over time….
even…↗
Mar 10
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
S&P 500 · 40 Days · Daily RS vs SPY
Software stocks are down 21% YTD. The $IGV is 29% off its highs. So why is our rotation radar showing Softwar…↗
Nick Colas & Jessica Rabe (DataTrek) — The $IGV/ $SMH pairs trade recently hit a +4 standard deviation move in favor of Semis, but the ongoing oil price shock is forcing a speedy repudiation of the “AI quickly disrupts…↗
Mar 9
Nick Colas & Jessica Rabe (DataTrek) — Fresh volatility has squashed the “AI is going to kill Software” meme for now; $MSFT/IGV were up +4%/+8% last week. This is, in fact, just one example of the dramatic shift in mark…↗
Mar 6
Tradable Astronaut — $IGV up 9% since hitting record oversold levels on @AionAnalytics ! https://t.co/hhlJKJQa9I↗
Mar 4
Puru Saxena — Software is *very* oversold and likely bottoming $IGV
Our portfolio has exposure to quality software stocks which have been unfairly caught in the selloff and appear poised for a…↗
InvestmentGuru — The Anthropic “Hit List” – What Just Happened
Cowork / SaaS Productivity
AI agents embedded directly inside enterprise workflows → per-seat SaaS pricing gets challenged.
$TEAM, $…↗
Feb 25
Dillon Valdez — If I professionally managed money, I’d take that risk here right here.
That is my conviction in the bottom of this market on a collective $IGV basis.
$NOW $SNOW $RBRK $NET $PLT…↗
amit — GOLDMAN:
- Anthropic is hosting an event today around "Enterprise Agents Briefing"
- Several single name moves on Anthropic mentions...many of which were primary constituents of…↗
Feb 24
Daave “3 and 30” Tepper — Intuit now flat on anthropic news.
can't fault intuit for dancing with the devil
classic "prisoners' dilemma" Nash equilibrium is to defect
they do or someone else will
$intu…↗
Dillon Valdez — This is how I see the $IGV too
Market better be right on software dying because, if not, the snap back rally is going to be epic https://t.co/fxblo6N9YN↗
Feb 23
Antonio Costa — $IGV 76.68 major support zone https://t.co/wCbu3HL4wP↗
Feb 23
Jason's Chips — Can $IGV have a countertrend rally so i can buy puts↗
Feb 20
Tradable Astronaut — $IGV Hit it's HIGHEST oversold level ever from 2/3-2/5
Long-term risk Risk:Reward here is great
$MSFT l $PANW l $ORCL l $PLTR l $CRM l $NOW https://t.co/h0nXs6Q6Ns↗
Alphatica — Here is an order flow update on $MSFT $IGV $CRM $ORCL $NOW $DUOL
The cumulative picture is stark:
Institutions: -$3.7B cumulative over 90 days. They never got back to flat despit…↗
Dillon Valdez — I think we hit bottom 2 trading weeks ago on $IGV and $BTC↗
Feb 16
amit — @Hemu52095342 I think the SaaS selloff is really overdone. Maybe wouldn’t just get $IGV and be more selective but it does feel like DeepSeek for software. Not that easy to just rep…↗
Leveraged Cat — @chumbawamba22 And to anyone wanting to knife catch $IGV or specific SaaS names: if my thinking above is correct, this re-rating will be permanent, so I would be very careful. SaaS…↗
Feb 14
Leveraged Cat — Good piece from @chumbawamba22 I recommend reading: https://t.co/gbhDwzmHOr
You can debate all day many aspects of the piece and their actionability, it's up to you to form your o…↗
Nick Colas & Jessica Rabe (DataTrek) — $QQQ has double the exposure to Semiconductors as Software despite holding the same number of positions in each. That’s a feature of indexing, not a bug. It awards winners with mor…↗
Feb 12
Alphatica — We scanned 43,500+ whale trades across $MSFT, $ORCL, $CRM, $NOW, $IGV, and $DUOL over the last 90 days.
Every single ticker deteriorated.
90-day view: Net +$6.5B institutional bu…↗
Feb 10
amit — VANDA RESEARCH:
- Record is buying the dip on software
- $IGV record net-inflows since 2024
- Call option volume spiked last Friday to 220K calls on the software ETF
Software…↗
Feb 9
Tradable Astronaut — A great start to the week for software names with $IGV up 6.6% over the last 2 sessions.
A big thank you to @AionAnalytics for helping us snipe an entry on $APP !
Were able to ca…↗
Feb 6
Daave “3 and 30” Tepper — buying software $igv is like calling Joe schumpeter a moron
you’re the moron
There is no need or yet reason to own a software incumbent unless you are crystal fking clear they ha…↗
amit — $GOOGL
SUNDAR ON THE RECENT SAAS MELTDOWN:
- AI is going to be an enabling tool for software companies, we are seeing massive token usage
- Many companies are incorporating Gem…↗
Feb 4
Leveraged Cat — I think I’ve seen an equal amount of dooming of $IGV as I’ve seen knife catching. Lower↗
Puru Saxena — Software is very oversold
History pointing to big 6-month rally. $IGV
Chart @Bluekurtic↗
Feb 3
Nick Colas & Jessica Rabe (DataTrek) — Over the last 100 trading days, Semis outperformed Software by 56 points, an all-time high and nearly 5 standard deviations above the long-run average.
$SMH $IGV↗