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What the street is doing, not what I think

What top X accounts are doing, not what I think

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IGV

iShares Expanded Tech-Software Sector ETFStrongly aligned bearish
Close 104.19 (2026-10-16)28 days -0.2%1Y -7.6%28 d mentions 3

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
0
No stance
0
Bearish
2
Accounts BullNeuBearNone
@bespokeinvestViews ›0020
@OptionsMikeViews ›0010

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • 2Technicals
  • 1Sentiment
  • @OptionsMike: @OptionsMike says OpEx day is notoriously messy, with the AI trade and tech weak via $SMH and $IGV, while $DIA, $XLF, $HON, $COST, $WMT, $GM and $PG are strong as the market wants things.
  • @bespokeinvest: @bespokeinvest: today would be just the 2nd day this year that the Nasdaq 100, Philly SOX and S&P 500 Software all fell 2%+, versus 14 times last year and 34 in 2022.
  • @bespokeinvest: @bespokeinvest: today is set to be the first day since June 5 that the Nasdaq 100, Philly SOX and S&P 500 Software all fell 2%+.

Strongly aligned bearish. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bearish First call
Sentiment · @OptionsMike says OpEx day is notoriously messy, with the AI trade and tech weak via $SMH and $IGV, while $DIA, $XLF, $HON, $COST, $WMT, $GM and $PG are strong as the market wants things.
2026-10-16 22:01 HKT Original post ↗
Bearish First call
Technicals · Short term · @bespokeinvest: today would be just the 2nd day this year that the Nasdaq 100, Philly SOX and S&P 500 Software all fell 2%+, versus 14 times last year and 34 in 2022.
2026-10-15 03:20 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/11–10/17 · 3 posts · Bull 0 / Bear 3
    @OptionsMike: @OptionsMike says OpEx day is notoriously messy, with the AI trade and tech weak via $SMH and $IGV, while $DIA, $XLF, $HON, $COST, $WMT, $GM and $PG are strong as the market wants things. (Bearish)
  • 10/4–10/10 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/27–10/3 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/20–9/26 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

IGV Bearish2026-10-16 22:01 HKTOriginal post ↗

@OptionsMike says OpEx day is notoriously messy, with the AI trade and tech weak via $SMH and $IGV, while $DIA, $XLF, $HON, $COST, $WMT, $GM and $PG are strong as the market wants things.

See original

OPEX day notoriously messy. $SMH $IGV AI trade and tech weak. $DIA $XLF $HON $COST $WMT $GM $PG strong.. they want "things"

Reasoning: Sentiment

IGV Bearish2026-10-15 03:20 HKTOriginal post ↗

@bespokeinvest: today would be just the 2nd day this year that the Nasdaq 100, Philly SOX and S&P 500 Software all fell 2%+, versus 14 times last year and 34 in 2022.

See original

Today would be just the 2nd trading day this year where the Nasdaq 100, Philly SOX (semis), and S&P 500 Software group all fell 2%+. It happened 14 times last year and 34 times in 2022.

Image 1 ↗

Reasoning: Technicals · Short term

IGV Bearish2026-10-15 02:53 HKTOriginal post ↗

@bespokeinvest: today is set to be the first day since June 5 that the Nasdaq 100, Philly SOX and S&P 500 Software all fell 2%+.

See original

Today is set to be the first time the Nasdaq 100, Philly SOX (semis), and S&P 500 Software group all fell 2%+ on the same day since June 5th.

Reasoning: Technicals · Short term

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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