- Any sell off / profit taking from 
SOXX would need to be absorbed by IGV for continued bull run.
-SOXX is close to topping as the intelligence of foundational models be it ChatGPT, Anthropic, Grok, Gemini is close to plateauing.
- Once we are satisfied with foundational models intelligence level. Open source models would catch those up in max of 6-8 months.
- Companies are relying that these Anthropic model Opus is super expensive when given to all employees. There are two ways companies can justify to keep those expenses either (1) cutting cost or (2) keeping bills for foundational models in check.
- One cannot give access to all models to every person in the company. This will just blow up the cost for opex in the company.
- What's gonna happen 6-12 months from now is companies will try to use open source models , host it internally and try to optimize cost to benefit.
- It's gonna be bearish for GPUs market, CPU market is gonna be fine because number of inferences would increase for Agentic AI however all chips would suffer sector wide losses.
- Software companies can easily switch models and still be able to get intelligence for cheaper! Margin expansion is coming to software sector be it by Layoffs happening already, reduced dependent on foundational models or by boosting EPS because of buybacks with reduced market cap (SaaSclypse)
SOXX would need to be absorbed by IGV for continued bull run.-
SOXX is close to topping as the intelligence of foundational models be it ChatGPT, Anthropic, Grok, Gemini is close to plateauing. - Once we are satisfied with foundational models intelligence level. Open source models would catch those up in max of 6-8 months.
- Companies are relying that these Anthropic model Opus is super expensive when given to all employees. There are two ways companies can justify to keep those expenses either (1) cutting cost or (2) keeping bills for foundational models in check.
- One cannot give access to all models to every person in the company. This will just blow up the cost for opex in the company.
- What's gonna happen 6-12 months from now is companies will try to use open source models , host it internally and try to optimize cost to benefit.
- It's gonna be bearish for GPUs market, CPU market is gonna be fine because number of inferences would increase for Agentic AI however all chips would suffer sector wide losses.
- Software companies can easily switch models and still be able to get intelligence for cheaper! Margin expansion is coming to software sector be it by Layoffs happening already, reduced dependent on foundational models or by boosting EPS because of buybacks with reduced market cap (SaaSclypse)
บันทึก
- IGV has around 30-35% upside as the base case within next 6-12 monthsบันทึก
- IGV is soon gonna test 200 day moving average. That will be a test if we can break above it.บันทึก
- IGV is testing 200 day moving average on 3 June 2026. It is flushing out weak hands, fixing RSI . These are bullish signs. It is offering buy the dip opportunity!- SaaSy Summer is in the books!
บันทึก
- June was a shakeout! - July & August could be a SaaSy summer. Now,
IGV presents around 35-40% upside. Load the boat or miss out! บันทึก
- Foundational models are a commodity guys! Value because of Agentic AI sits on Automation, Software stack. - One needs context, tools ( APIs ) and all the harness in order to make agentic workflows.
- On top of the valuation of Software is historically low along with overvalued Chips sector which is in euphoria
- Euphoria in Chips needs to be unwinded and Market should seek refuge in undervalued sector as market corrects.
- Best risk/return in the whole market is Software stocks!
บันทึก
- IGV could make all time high before end of August 2026. บันทึก
- IGV is trying to breakout 200 day moving average!
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ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมใน ข้อกำหนดการใช้งาน
คำจำกัดสิทธิ์ความรับผิดชอบ
ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมใน ข้อกำหนดการใช้งาน