A.J. Rohde

· tracked since Apr 2026
Calls
1
Win Rate
100.0%
return
+24.4%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
IGV Long +24.4%
Worst Calls
No live losers yet
Most Mentioned
IGV ×1
Recent Calls
IGV Long 4 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +24.4% Long Return +24.4% Short Return -
Average Return
7d +7.0%
30d +10.3%
90d +12.5%
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Thesis
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IGV iShares ... iShares Expanded Te...
Long
Apr 15
$83.21
+24.4%
AI-integrated software sector is healthy.
The software sector, particularly companies that have successfully integrated generative AI and agentic systems years ahead of the curve, is healthy and experiencing unbelievable growth. The financing market remains active for these companies, and Thoma Bravo's portfolio performance supports this positive view.
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A.J. Rohde has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: IGV.