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Bluesky · Hashtag
#$IGV
38
posts · 30d
11
users
1
posts / day
3.5
posts / user
-62% vs last week
#$IGV is an active hashtag on Bluesky. In the last 30 days, 11 people shared 38 posts with it — around 1 a day. Activity is down 62% versus the previous week, peaking on Aug 27 with 6 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 46 152
“.. Drawdown in software industry now the worst since the 2022 bear market ..”
- Schwab $IGV
0 35 147
“.. 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 25 135
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 23 125
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 20 116
Why subscribe to a software stack when Claude can write you a custom model that you use once then throw away?
(Chart via MS desk) $IGV
6 18 110
💰 $4.5M — BIGGEST print of the series: aggressive block — $IGV $108 calls, Nov 20, 58 DTE 📊 ATM at $107.7. Not a lottery — a $4.5M software rotation bet. Semis bleed, whales buy software. Covers late-Oct earnings season. Illustrative flow, not verified tape. Print #18. Sector breadth. Max conviction
0 0 0
Me looking at all the software bought I buoght into the abyss earlier this year
$IGV
The Tennessee Holler @thetnholler.bsky.social
Safe to say the people of Kentucky are not being represented properly
0 0 0
$CRWD hits a record as investors rotate out of AI chips and into software. Cyber names lead on AI-safety fears. notreload.xyz/crowdstrike-... $NOW, $ADBE, $CRM, $OKTA, $IGV, $SOXX
notreload.xyz
CrowdStrike Hits Record as Software Beats Chips
CrowdStrike hits a record as investors rotate out of AI chips and into software. Cyber names lead on AI-safety fears.
0 0 0
#Lemurslist
$SPY $QQQ big gap down. SPY into 50d. QQQ watch into 700 psych
$SMH down, $NVDA, $AMD, $INTC, $AVGO my picks
$IGV strength - cybersecurity off AI comments, $CRWD $PANW $PLTR. Also like $NOW. $MSFT holding well with rest
$AAPL relative strength
$GOOGL above 200d
Julianthelemur @julianthelemur.bsky.social
www.investorsunderground.com/watchlist-fo... $PLAY $LEN $USO $SPY $QQQ $SMH $NVDA $AMD $INTC $MU $SNDK $AAPL $PLTR $GOOGL $META $TSLA $HOOD $COIN $CRCL $MSTR
www.investorsunderground.com
2 0 0
#Lemurslist
PPI gapped everything down
Giving 945-10, looking for pops to short, void over vwap
$SPY $QQQ
ERs
$AEO not good
Retail in general weak
$SMH Semis weak, $IGV software weak
Tech weak in general. Crypto weak
$AAPL holding 21/50d
Julianthelemur @julianthelemur.bsky.social
www.investorsunderground.com/watchlist-fo... $SPY $QQQ $SMH $IGV $AAPL $AEO $NVDA $AMD $INTC $AVGO $PLTR $HOOD $MSTR $CRCL $COIN
www.investorsunderground.com
1 0 0
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