Eric Balchunas
Eric Balchunas|Feb 27, 2026 13:09
The market may be wrong about IGV, which is down 30% in past few months. Our tech analysts went through and graded stocks for AI vulnerability and AI potential, a select few got green on both (list below) and guess which ETFs is chock full: IGV (altho valuation is still pretty high thx to Palantir). This tracks with XRT being oversold during the Death of the Mall trade. Again, moral of story: be careful betting against big, strong, rich US companies and their ability to adapt to new technologies. IVES also has a bunch as does BUG. Part of our Three Ways to Play series. Read full note here: https://blinks.bloomberg.com/news/stories/tb488dkiuptu(Eric Balchunas)
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