IYW iShares U.S. Technology ETF Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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19:50
May 28
May 28
Avoid legacy IT services names.
IT services and legacy software/infrastructure names that cannot turn around should be avoided. These are the 'loser bracket' in the current AI-driven stock picker's market.
LOW
17:40
May 28
May 28
Tech and semiconductors lead until 2030
Technology, led by semiconductors, will continue to drive the market higher through the end of the decade. This sector remains the primary leadership until the secular peak around 2029-2030.
HIGH
11:36
May 28
May 28
Tech and semis lead until 2029-2030
Tech and semiconductors are the current leadership and will continue to drive the markets higher into the end of the decade. When this leadership ends, the market will peak.
HIGH
14:53
May 27
May 27
Tech favored despite parabolic move.
Technology remains the favored sector given 37% gains over eight weeks and strong earnings growth, though chasing the parabolic move requires caution. He continues to favor tech exposure.
MED
08:55
May 26
May 26
US tech not in bubble, room up.
Current US tech valuations (S&P 500 IT + Communication Services at 23x forward PE) are comparable to October 1998 (25x), not the extreme bubble of early 2000. The weight of earnings supports the market cap weight, so there is no bubble signal. The cycle is in the 7th or 8th inning, still with upside potential rather than imminent collapse.
HIGH
23:04
May 22
May 22
Tech and healthcare for 401k.
For 401(k) investors seeking long-term growth, technology is the first sector and healthcare is the second; these are the only sectors worth considering.
MED
16:19
May 20
May 20
Overweight tech, comms, energy for earnings.
Lerner maintains a long-standing overweight stance on U.S. tech, communications, and energy sectors, citing that these areas have the strongest upward earnings revisions in the market. He recommends staying overweight these sectors despite near-term risks.
MED
14:26
May 18
May 18
Tech stocks up 10-12% this year.
Tech stocks will rise another 10-12% for the rest of the year, driven by the fourth industrial revolution in AI. Any pullbacks will be bought, and the AI trade is still in the early innings.
MED
16:40
May 14
May 14
Tech sector has strongest earnings momentum
Tech is the only sector with strong and predictable earnings growth and margins resilience. It is driving the market higher, and despite narrow leadership, we remain bullish on stocks because of tech. Other sectors are not showing similar earnings strength.
MED
15:28
May 14
May 14
The tweet provides a detailed factual breakdown of sector and factor rotation with technology and cybersecurity leading a mixed-quality rally on low volume, but expresses no forward-looking directional opinion.
HIGH
20:20
May 13
May 13
The tweet provides a technical market recap highlighting overbought SPY conditions and deteriorating breadth, warning of elevated pullback risk without expressing a personal directional trade view.
HIGH
11:52
May 13
May 13
Bearish view on XLK as the ratio gap closure implies technology underperforms energy when oil remains elevated due to persistent supply shock, putting downward pressure on tech relative valuations.
HIGH
00:31
May 13
May 13
IT and Communication have strong earnings momentum.
The US IT and Communication Services sectors have strong earnings growth (40% and 26% respectively) and attractive PEG ratios below 1 (IT 0.6, Communication 0.8), making them still reasonably valued despite elevated P/E. These sectors are likely to continue leading as earnings momentum remains robust, rather than mean-reversion plays.
MED
20:03
May 12
May 12
The tweet provides a detailed technical and cross-asset analysis highlighting overbought conditions, defensive rotation, and rising VIX that suggest a cautious or bearish outlook without explicitly stating the author's own directional trade.
14:28
May 12
May 12
The tweet reports a defensive rotation into healthcare and staples with tech selling off, but cross-asset oil strength and dollar gains suggest stagflationary pressures rather than pure risk-off sentiment.
LOW
02:04
May 12
May 12
Sell tech stocks, bubble imminent.
Michael Burry warns that technology stocks are in a bubble and investors should sell and abandon greed, while the market is at all-time highs with extreme concentration.
MED
19:49
May 11
May 11
The tweet provides a detailed factual report on sector rotations and factor performance with energy and materials leading cyclicals while defensives lag, but offers no forward-looking opinion or trade recommendation from the author.
HIGH
16:30
May 07
May 07
AI tech momentum is accelerating and early
AI and technology are in early stages with accelerating momentum. Token usage has increased 14-fold in the last 12 months and is projected to grow 24 times in the next few years. Earnings surprises from the Mag Seven were 70-90%, lifting S&P 500 Q1 earnings growth from 15% to 27%. All roads lead back to tech, and investors should not ignore the AI theme.
HIGH
16:12
May 07
May 07
The tweet analyzes narrow large-cap driven index strength with deteriorating breadth, mixed macro signals, and defensive positioning shifts, but offers no explicit forward-looking directional call from the author.
HIGH
14:45
May 07
May 07
Overweight tech, buy pullbacks
Technology, especially MAG7 and semiconductors, has rallied strongly and earnings and AI capex support further gains, though a near-term 3-5% pullback is likely. He recently went back to overweight tech and advises buying weakness.
MED
12:13
May 07
May 07
AI-driven tech rally has structural support
The AI investment cycle is structurally driven by competitive pressure (e.g., new Anthropic model creating fear of obsolescence) and will continue to drive demand for compute, with tech outperforming other sectors even if rates stay higher. The trade is structurally bullish on US tech as the core beneficiary of this demand, and the theme is broadening beyond the Magnificent Seven into a wider set of AI-exposed stocks.
MED
21:49
May 06
May 06
Constructive on AI, cautious
He is constructive on AI but notes it is a little frothy, suggesting a cautious positive view.
LOW
16:04
May 06
May 06
The author argues for long S&P 500 positions above 7,350 driven by quality growth rotation and AI infrastructure spending, despite concentration risks and energy sector weakness.
HIGH
23:48
May 04
May 04
Computer-driven economy lifts stocks higher.
The U.S. economy is becoming increasingly computer-driven and AI-oriented, making it faster, better, and cheaper, which gives it immunity from oil price spikes and rising interest rates. This secular trend is pushing the technology sector and a broad range of stocks higher.
MED
13:56
May 03
May 03
InfoTech sector bullish on AI adoption
Information Technology sector is fundamentally strong due to AI adoption driving revenue acceleration and margin expansion; the recent pullback offers a buying opportunity for long-term growth.
HIGH
20:55
May 01
May 01
Tech sector to lead market higher
Technology and AI are the core drivers of the market's upward momentum. The $700 billion in hyperscaler capex, strong demand for chips, and positive earnings from tech companies support continued outperformance of the tech sector. The rally can broaden without a market decline as other sectors see rising earnings projections.
MED
20:04
Apr 30
Apr 30
Long technology/AI for secular bull
Technology and AI are the leadership of the secular bull market. Fundamentals support the trend, and the sector still has room to run given the current sentiment is not euphoric. Software and AI investments will drive the next leg of the market.
MED
18:21
Apr 30
Apr 30
Big tech is now a safe haven.
The market has changed the narrative on big tech from a risk trade to a safe haven due to fortress balance sheets, recurring cash flow, zero commodity exposure, and AI dominance, making it attractive even with oil near $100.
HIGH
16:35
Apr 30
Apr 30
Buy U.S. mega cap tech stocks.
Pullbacks in U.S. mega cap tech stocks are buying opportunities due to robust retail demand, massive corporate buybacks, and sustained AI investment, with no fundamental deterioration.
HIGH
13:22
Apr 30
Apr 30
AI spend unchanged; stick with tech.
The economy narrative is unchanged from last year: AI spend, credit quality fine, K-shaped economy. Tech multiples are justified because tech now makes up 35-50% of the S&P, so the market being expensive is not a compelling argument. He sticks with tech including most of the Mag-7.
HIGH
About IYW Analyst Coverage
Buzzberg tracks IYW (iShares U.S. Technology ETF) across 43 sources. 107 bullish vs 7 bearish calls from 189 analysts. Sentiment: predominantly bullish (42%). 237 total trade ideas tracked.