NK

Nimrit Kang 2.9 3 ideas

CIO, North American Equities, Santander Asset Management
After 1 day
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1/15 min ideas
After 1 week
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1/15 min ideas
After 1 month
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1/15 min ideas
1 winning  /  0 losing  ·  1 positions (30d)
Net: +4.5%
Recent positions
TickerDirEntryP&LDate
IGV LONG $83.33 Apr 15
CRM LONG $178.25 Apr 15
By sector
ETF
2 ideas +4.5%
Stock
1 ideas
Top tickers (by frequency)
IGV 2 ideas
100% W +4.5%
CRM 1 ideas
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Best and worst calls
Best calls
IGV LONG +4.5%
The market has been "indiscriminately selling" software stocks due to fears that AI will disrupt them. Not all software ...
Feb 20
Worst calls
IGV LONG +4.5%
The market has been "indiscriminately selling" software stocks due to fears that AI will disrupt them. Not all software ...
Feb 20
▶ YouTube Wall Street Traders Score Big; Exclusive Ted Pick Interview | Bloomberg Open Interest 4/15/2026
Software stocks are now value stocks.
Software stocks have become value stocks and are attractive because business processes remain the same and these companies can adapt with new tools, such as AI, to capture customer information and improve efficiency.
IGV CRM HIGH Bloomberg Markets Apr 15, 16:35
Nimrit Kang
CIO, North American...
▶ YouTube Trump Tariffs Ruled Unlawful | Open Interest 2/20/2026
The market has been "indiscriminately selling" software stocks due to fears that AI will disrupt them. Not all software is doomed. Companies with "proprietary data sets" (e.g., insurance analytics) have a moat and will become AI enablers, not victims. The market has prematurely discounted these "AI survivors." LONG. Look for software companies with unique data that have been thrown out with the bathwater. AI disruption accelerates faster than expected, rendering legacy SaaS obsolete before they can pivot.
IGV Bloomberg Markets Feb 20, 17:33
Nimrit Kang
CIO, North American...
Nimrit Kang (CIO, North American Equities, Santander Asset Management) | 3 trade ideas tracked | IGV, CRM | YouTube | Buzzberg