www.investorsunderground.com
watchlist for 8/5 by kj
watchlist for 8/5 by kj posted at Investors Underground
Bluesky · Hashtag
#$IGV
29
posts · 30d
15
users
1
posts / day
1.9
posts / user
+ 40% vs last week
#$IGV is an active hashtag on Bluesky. In the last 30 days, 15 people shared 29 posts with it — around 1 a day. Activity is up 40% versus the previous week, peaking on Jul 22 with 4 posts.
#$IGV posts per day (last 30 days)
Related tags
Tags most often used together with #$IGV.
Posts with #$IGV
BTIG:
“.. How can the market go up with a full-fledged breakdown from what was once a key industry group? If we look since the start of 2024, $IGV is -5% while SPY is +43%.”
8 22 167
DEUTSCHE: ".. we have still not come across a single Software company that expects a negative revenue effect from AI in 2026. .. We think AI disruption worries have peaked. We upgrade Tech from Underweight to Neutral and turn overweight Software within Tech." $IGV
11 21 157
“.. Anderson has warned the curtain is falling on two decades of extraordinary growth among the top US software and internet stocks, as massive AI investments ‘implode’ their cash flows to the lasting benefit of chipmakers ..”
@financialtimes.com $IGV
www.ft.com/content/9d2b...
2 46 153
“.. Drawdown in software industry now the worst since the 2022 bear market ..”
- Schwab $IGV
0 36 148
“.. The problems in software were “a train coming down the tracks that you could see from some distance,” he said ..
@bloomberg.com $IGV
www.bloomberg.com/news/ar….
1 25 136
JPM: “.. Software has undergone the largest non-recessionary 12M drawdown in over 30 years (-34%) .. Given the positioning flush, .. we believe the balance of risks is increasingly skewed towards a rebound .. we recommend investors add exposure ..” $IGV
6 24 126
FEDWATCH: “.. The gap between compute and software is approaching 50 percent, the widest since 2022, and underscores what the market evaluates as the impact of AI disruption on the value of software.”
$IGV
2 21 117
“.. Software stocks' rolling 5-year return (on a monthly basis) has slipped to +29.4%, which is the weakest since 2013.”
- Schwab $IGV
0 21 109
Palantir Is +30% After Earnings. Karp Says AI Labs Are Using Your Data to Replace You
#PalantirStock $PLTR #PalantirStock #Finance #Investing #Trading #Money #FinancialLiteracy #WallStreetGameNotes #WSGN $IGV
youtube.com/shorts/GviMJ...
youtube.com
Palantir Is +30% After Earnings. Karp Says AI Labs Are Using Your Data to Replace You #PalantirStock
YouTube video by Wall Street Game Notes
0 0 1
New Blog Post: US Stocks Watchlist
There were 20 stocks highlighted from the US stocks watchlist scans today – $IGV, $BETA, $PATH
www.stageanalysis.net/blo….
www.stageanalysis.net
US Stocks Watchlist – 5 August 2026 - Stage Analysis
There were 20 stocks highlighted from the US stocks watchlist scans today...
0 0 0
Man I hate to say it but if anything is acting best these days it seems like $IGV
0 1 0
since Ben Reitzes had his peculiar appearance on CNBC $DRAM is down 35%+, $MAGS is essentially flat, while $IGV is up 5%+
John @roqueig.bsky.social
really not sure I understand what Ben Reitzes was just trying to say on CNBC. Also not sure I liked the confidence with which he said it. I've found it important to be very careful when analysts speak that way. Too much confidence is typically not a good sign
0 0 0
VIDEO: How the S&P500 Rotation is hiding the significant drawdowns in other growth sectors.
Big week with MAGS earnings and FOMC.
The key questions that we will get answers to this week for $SMH $IGV, $MAGS, $XLF, $XLV setups.
www.chartguys.com/watch?v….
www.chartguys.com
Market Update Video | Chart Guys
| Market Update Video by The Chart Guys — Trading Community, Education, Daily Live Streams
0 0 0
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