$IGV is returning.

$MSFT he $IGV 终于开始疯狂价值回归了🤤

$IGV 和 加密货币果然是一路的。

AI艺术品不受版权保护，那蒸馏的数据也不受保护，这对 $ADBE 是好事。 今天 $IGV 全面复苏。

Told you guys before, Citrini already has the power to manipulate the market. However, I think XLF/IGV was already on the edge of a downside breakout. Citrini’s note was just a synchronization signal for bears to build consensus to sell off at the same time. CC @jukan05

散户要有逼空机构的决心 $IGV 的空头头寸已经到顶了，也就做到这样了。现在大量的散户已经进入软件板块，机构空头崩溃只是时间问题 巨大逼空很快就会来临。 $MSFT $PLTR $RBLX $APP $CRM $FIG $NET $ADBE

RT @ConnorJBates_: From failed moves come fast moves. Potential bear trap setting up in software. $IGV https://t.co/CX40w8dShm

My current holding in the trading accounts: Long: XLU/XLI/XLE, CVX/XOM/RIG, CAT/DE/ADM, Gold, Semi caps, ORCL/IGV(closed igv/pltr puts when igv hit $80 last week), LLY, ULTA, EWU/EWG/EWJ/EWZ Short: QQQ/ARKK, COIN/MSTR

I learned this month to use inverted scale charts to find short candidates, great tool for a perma-bull like me Examples: $IGV weekly "double bottom" $COIN daily "parabolic move with bull flag" like SNDK $PLTR daily "H&S bottom" $XLF "downward channel & 200d SMA breakout" https://t.co/uRG9Krq2Lr

究竟科技股谁在涨？ QQQ大涨，感觉什么股都在跌。 目前来看，芯片上游生产商表现要强很多，加密货币和软件回光返照，没想到他们能抵消M7几乎全部下跌带来的影响 $AMAT $SNDK $IGV

closed $IGV short for now as $80 target hits

软件板块再次陷入虚弱。 $IGV

IGV is very "bullish" if inverted scale, now closed all long position and turned into net short into IGV/PLTR. Will keep it as a hedge for the reset of Feb https://t.co/srdojRJvzP

I think Micheal Burry's long position is a joke, but I'd take his short position seriously. $PLTR has a weekly H&S, and the neckline was brokendown. I'm also shorting it while longing IGV such as MSFT/ORCL/MDB/DOCN If PLTR can take $148.5 back, I will flip back to long again. https://t.co/LdLUbUm5SE

我认为目前继续持有软件股依然有优势。根据我的分析， $APP 的财报使其继续走强的概率很大。 $IGV $MSFT 本周会有CPI数据，可以在波动率上做一些准备。

Finally got my small joint account with my wife opened over $1M today, started with around $270K last August. There are 4 major trading themes for me in Feb: 1. Semi crowded long and potential crash post NVDA ER 2. IGV rebounce, I'm trading $ORCL/$MSFT/$MDB/$DOCN 3. Long Japan, Nikkei to 60000? 4. Chinese lunar new year trade, buy any dips in gold/silver/copper/hstech before it and sell post it.

I’m longing IGV/MDB for a short term bounce trade. However still prefer a short entry later on, if you invert the chart this is actually super “bullish” 🤣 @benitoz posted a very thorough analysis why software is “guilty until proven innocent”, highly recommended: https://t.co/iZRyDX22P2

$IGV has dipped almost 20% since that day. The QQQ Civil War is real in 2026, and it's no longer a retail-investor-friendly environment. Buying and holding single names is getting harder. It's an active trader’s market.

Will not bet the ER. My longing NOW is very short time trade for the semi/software L/S pair trade unwind. The pair trade’ll still be popular throughout the whole year and also very reasonable. AI Agent kills SAAS’ll be real. Either taking their market share or lowering the margin

What concerned me about $INTC ER is semi is currently consensus long and super crowded. We might see tomorrow: 1. some cascading selloff in other semi names as funds sell the basket 2. Long semi short software unwind If this occurs tomorrow, I'll use this opportunity to BTD