ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF. Every tracked FinTwit mention of $IGV, newest first. 34 mentions since the first on Feb 4, 2026. See the price chart.
June 2026 · 4 mentions
Jun 4
Nick Colas & Jessica Rabe (DataTrek) — 1/2 US large cap Software stocks ($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 1
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…↗
May 2026 · 14 mentions
May 31
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…↗
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 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…↗
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 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 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…
February 2026 · 7 mentions
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…↗
Feb 23
Jason's Chips — Can $IGV have a countertrend rally so i can buy puts↗
Feb 14
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…
— 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…↗
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 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…↗
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 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…↗
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↗
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…↗
Feb 4
Leveraged Cat — I think I’ve seen an equal amount of dooming of $IGV as I’ve seen knife catching. Lower↗
Feb 4
Puru Saxena — Software is very oversold
History pointing to big 6-month rally. $IGV
Chart @Bluekurtic↗