Eric Mandell

Securities / Investment Banking
@ericmandl · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
IGV long +21.0%
Worst Calls
No live losers yet
Most Mentioned
IGV ×1
Recent Calls
IGV long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +21.0% Long Return +21.0% Short Return -
Average Return
7d +6.1%
30d -6.0%
90d +12.6%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
IGV iShares ... iShares Expanded Te...
Long
Feb 26
$82.60
+21.0%
There is a "strong need" for Agentic AI and platform providers to leverage relationships with traditional software companies. The market underestimates the "dependency" AI models have on traditional software for training and deployment. Legacy software isn't dead; it's the necessary infrastructure for the next phase of AI. LONG. Fundamental value play on the "winners" in the space. Disruption by native AI apps that bypass legacy systems entirely.
There is a "strong need" for Agentic AI and platform providers to leverage relationships with traditional software companies. The market underestimates the "dependency" AI models have on traditional software for training and deployment. Legacy software isn't dead; it's the necessary infrastructure for the next phase of AI. LONG. Fundamental value play on the "winners" in the space. Disruption by native AI apps that bypass legacy systems entirely.
AI/Semi
YOUTUBE
Showing 1 of 1 picks ยท sorted by mentions