The global software stocks have followed our roadmap over recent weeks and although its feels far away this morning if/when we see a move down toward fresh 2026 lows the risk/reward will look great in our opinion – such a move could easily unfold on bad news from Iran &/or another bout of “AI Disruption” Fears.
- We believe the IGV ETF is “looking for a low”, another ~10% and MM will be keen buyers of the technology sector.
MM is bullish towards the IGV ETF ~$US75
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