Author bought IGV (software ETF) heavily, arguing valuations are fair given strong EPS growth, cash-rich tech balance sheets, AI tailwinds, and no fundamental slowdown.
IGV — LONG The author invested massively in IGV, arguing it sits at its 300-week moving average with a PE of 35 against 35% three-year EPS growth, and that tech companies have high cash and margins. He claims AI will enhance enterprise software products rather than replace them, earnings show no fundamental slowdown, and buybacks reduce float. Main stated risk is that he could lose money and become a bag holder, with the outcome only known over time.
Became the liquidity today, invested massively in IGV today
This Reddit post, published February 05, 2026, features u/LongjumpingAd4283 discussing IGV. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/LongjumpingAd4283 · Tickers: IGV