Business Automation Software & IT Services

Own the software and implementation providers that digitize business workflows, customer management, accounting, and payroll rather than the hardware financing the AI buildout. Accenture, IBM, Salesforce, ServiceNow, and Intuit have each advanced over the past month while the broader technology tape has weakened, supporting a selective approach to enterprise spending. Recurring software relationships and implementation expertise underpin the theme, although stretched expectations and delayed customer projects remain risks. Launch basket (equal weight): ACN, IBM, NOW, CRM, INTU, SAP, ADP, CTSH Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.