Nimrit Kang

CIO, North American Equities, Santander Asset Management
· tracked since Feb 2026
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
IGV long +23.8%
CRM long +7.6%
Worst Calls
No live losers yet
Most Mentioned
IGV ×2
CRM ×1
Recent Calls
CRM long 1 month ago
IGV long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 50%
90d 100%
Average Return +15.7% Long Return +15.7% Short Return -
Average Return
7d +3.7%
30d +1.2%
90d +14.5%
Result
Result
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Thesis
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Source
IGV iShares ... iShares Expanded Te...
Long
Feb 20
$80.78
+23.8%
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.
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.
AI/Semi
YOUTUBE
CRM Salesforce, Inc. Salesforce, Inc.
Long
Apr 15
$177.21
+7.6%
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.
AI/Semi
YOUTUBE
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