The analysis notes that the iShares Expanded Tech-Software ETF (IGV) holds more than 100 software stocks, including Palantir, Microsoft, and Salesforce. The ETF has fallen 11% this year amid market concerns that artificial intelligence (AI) could disrupt the traditional software-as-a-service (SaaS) business model.However, as the AI boom faces challenges due to high chip and component costs, the stock prices of some AI chip suppliers have recently fallen significantly, and surveys indicate that companies are shifting toward more cost-effective AI models and have even begun increasing their hiring of staff. Analysts believe that the cooling of the AI boom may be beneficial for IGV, making it a potential investment opportunity.