IGV iShares Expanded Tech-Software Sector ETF

Flip through your early leaders in software. $IGV so many look ready to leg up again. Okta pltr snow ddog net etc

$IGV &A Activity in our sector major deal the biggest in Schneiders history …. They paid decade low multiples😳 very intresting

$IGV Apparently AI is too dangerous and we all have to keep using regular software. Turns out the SaasPocalypse was an over reaction. (In reality, AI is an amazing tool, but it's not going to replace the entrentched software giants and their legacy products that people use. In fact, I'd bet that they wrap AI into their products to make them even better (read more efficient) thus more valuable. - $FIG $INTU $NOW $CRM The Renai-SaaS has begun.

$IGV Software sector probably has been one of the trickiest sectors to trade this year. ■ Software can rally or fall with or against the market and there is no clear pattern to that. ■ The only reliable pattern has been, most of the time (~80%) software trades inversely to the chips, but other times (~20%), they can also move in the same direction. LOL ■ The other developing patterns are, those (security and large enterprise systems) that can prove the benefit from AI adoption have rebounded BIG, but those (SaaS based user productivity apps) that show vulnerability to AI adoption have tanked big. $CRWD $PANW are gaining and $APP $TTD are losing today.

$IGV New portfolio entry today. - wide moat - approaching multi-year support - fundamentals climbing, while stock falls on sentiment - fractal projected upside ~50% ROI - major technical resistance ~80% ROI Details to come in the Substack. How many times have you watched me do this?

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Not huge, but seeing some slight rotation out of chips to software in the premarket. Yesterday, they both rallied. $IGV $SOXX $SOXL $DRAM $QQQ

It seems when market rallies, it's led by chips, and software tanks, but when market falls, it's also led by chips, and software rallies. There's some strange but very clear inverse dynamics going on in the past few months. I asked AI and it points to the same Quant Modeling that is producing similar recommendations to institutions and High Frequency Trading programs. $IGV $SOXX $SOXL $SPY $QQQ

As AI infrastructure stocks, especially semis, are pulling back, software is at 52-week highs. $IGV vs $SMH

$IGV - potential rotation into software this morning as semis are pulling back slightly after a strong 4-day rally.

$IGV $QQQ Expanded Tech Software ETF- (IGV) - Weekly Bullish/improving momentum with some longer term overhead supply/resistance still active and for price to work back up and through:

Also think this is bullish for $IGV as some of that capex spend could get redirected to software

$IGV +2.81% while $SMH lost 0.65%. Chip selling slowed, but technology still lacked agreement. Watch whether software retains demand while chips stabilize after the next open; one opening move alone is weak confirmation.

$IGV has successfully tested the 75ish support level for 3 years , each year making a new high. Struggling this year with declining vol.

$IGV starting to shape up a bige base. Nice to see it holding fairly tight up here above the .382 from the lows.

$IGV $MRVL $SMH I will be watching the backlogged orders of the larger semi manufacturers to see that demand is still holding up. I expect demand will be continuing to scale up while bringing additional manufacturing online will be slow. If the larger players are unable to meet that demand, we likely see a shift to some of the smaller players like $TXN (who coincidentally prints circuit boards on 30MM wafers, allowing them to pivot into memory with minimal effort). The small fish downstream feed on the wake of the whales, like a remora. But what do I know? What do you think, ?

$IGV Remember how this was "love to hate" this group 6 months ago (mid $70s then), not bad for the bounce since then ($110ish now). That's ≈50% in 6 months. Would we, Can we say the same for the advance Chinese AI group of stocks (eg $BABA $BIDU $TCEHY etc ) 6 months from now ?? Pivotal point coming in November ??

Software stocks are a bit soft today due to rotation into semis, but $IGV continues to consolidate constructively above its 20EMA.

What I liked today was software $IGV $MSFT was also green along with other memory stonks like $MU and chips $SOXX Which is good for the markets! It also confirms that rotation into $MAGS is real as many of the mags are still underperforming with spy

$IGV Still staring at that $10M IGV print on Decemeber puts. Followed the lead with January puts myself. SL above 111. $QQQ $SPY