Business Operations Software & IT Services

Own the software and technology services that run enterprise workflows, customer relationships, finance and workforce administration rather than the hardware funding the AI buildout. Recent strength in enterprise software and consulting supports a selective alternative to the infrastructure selloff, with upcoming earnings providing a test of durable demand. AI monetization remains an opportunity rather than a prerequisite, while implementation delays and weaker corporate spending are the principal risks. Launch basket (equal weight): CRM, NOW, INTU, ACN, IBM, WDAY, SAP, ADP 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.