How Meet Kevin’s view on $IGV changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo3 entries
2026-08-27Bullish
“The AI Stock Rally is BACK. For Now.”
Bullish on IGV due to expected Q3/Q4 software sector bottoming; recent 7% daily rise in this 102-stock ETF confirms strength.

And it's also really good for IGV. Now, I don't invest in IGV, so I'm not trying to talk my book on IGV or whatever. Uh IGV is just it's an interesting exposure for uh cyber security, big cyber security exposure because they've got PaloAlto Networks in there as well.

Uh and then you've got Palunteer in there and you got a lot of stocks. I mean, they probably got like I think they have 102 stocks in IGV. Uh they call it the expanded software ETF.

2026-08-27Bullish
Direction flip
2026-08-24
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