iShares Expanded Tech-Software Sector ETF Stock Discussion

$Snowflake (SNOW.US)$ Sold at 170. Won’t buy it back unless it completely fills the gap or $iShares Expanded Tech-Software Sector ETF (IGV.US)$ goes through a deep correction. If I miss any software gains as a result, so be it.

A Quick Update of my Trading Activities in this week (23 to 27 Dec 2024).
New Positions
$Advanced Micro Devices (AMD.US)$ , $Republic Services (RSG.US)$ , $Hut 8 (HUT.US)$ , $Energy Select Sector SPDR Fund (XLE.US)$
Sold out / Decreased / Increased Positions
None

Devastating Crash of $Novo-Nordisk A/S (NVO.US)$ and Strong Rebound of $NVIDIA (NVDA.US)$ on Black Friday.
I made a difficult but crucial decision on Friday to sell off losing positions at pre-market which were moving downtrend so badly like $Novo-Nordisk A/S (NVO.US)$ , $D.R. Horton (DHI.US)$ , $Huntington Ingalls Industries (HII.US)$ , $MarketAxess (MKTX.US)$ . Especially obesity drug giant NVO which collapsed 25% at pre-market after disappointing trial results o...

$iShares Expanded Tech-Software Sector ETF (IGV.US)$ Won't touch any software names until the end of 2025.

$iShares Expanded Tech-Software Sector ETF (IGV.US)$  it has already reached the previous 2021 high at ~87.7 very high chance to break this in July and start a bullish rally for SaaS stocks with rotation of whale/hedgefund money out of semis
$ServiceNow (NOW.US)$ $Salesforce (CRM.US)$ $Adobe (ADBE.US)$ $Oracle (ORCL.US)$

Disclaimer:
Any analysis provided is merely an opinion and not a fact. Please use it for reference only.
Major Indices Futures Daily Charts
S&P 500 Heatmap: Performance of S&P 500 constituents last week.
$S&P 500 Index (.SPX.US)$ $E-mini S&P 500 Futures(MAR5) (ESmain.US)$
$CBOE Volatility S&P 500 Index (.VIX.US)$ Daily Chart
Nasdaq 100 Heatmap: Performance of Nasdaq 100 constituents this week.
$NASDAQ 100 Index (.NDX.US)$ $Nasdaq Composite Index (.IXIC.US)$
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$iShares Expanded Tech-Software Sector ETF (IGV.US)$ finished -5.8% (biggest daily drop since the pandemic w/Salesforce DOWN 20% (worst session in ~20 years), $UiPath (PATH.US)$ -35%, $Okta (OKTA.US)$ -6%, $MongoDB (MDB.US)$ -24%.

I was wondering if market multiples for 2025 might be understated because "companies sandbag" and EPS estimates just march higher over time - so that by the time we reach January of next year, the current 2025 SPY 19x EPS multiple ends up actually being 17-18x, etc.
Yeah - turns out that's not the case at all historically.
Over the past 10 years, the average difference between actual EPS in any given year vs the estimate at the beginning of that year is:
$SPDR S&P 500 ETF (SPY.US)$ : -2% (ie...

$Dynatrace (DT.US)$ Buyable here? Tons of dip buyers buried since the earnings’ report. $iShares Expanded Tech-Software Sector ETF (IGV.US)$ broke out, which could be favorable.