Home Stock Ideas Long Ideas Summary I am rating IGV (iShares Expanded Tech-Software Sector ETF) a 'buy' to balance risk from individual stock picking in software and capture potential sector rerating amid ongoing volatility. Palantir's exceptionally strong Q1 FY26 and ServiceNow’s ambitious FY30 targets demonstrate that “AI Eating SaaS” may have run its course. Plus, earnings reports from Atlassian, Twilio and Zeta also came in much better than expected, leading to a considerable rerating higher in these names. With IGV delivering superior returns over an equal-weighted basket of my high-conviction software names over the last month, I initiated a position to get diversified exposure and mitigate single-name risk. Looking for a portfolio of ideas like this one? Members of The REIT Forum get exclusive access to our subscriber-only portfolios. Learn More » Kardd/iStock via Getty Images Introduction & Investment Thesis The software landscape has had a tough (and volatile) 2026 so far.…