Enterprise Applications & Data Platforms

Enterprise AI adoption depends on governed business data and software embedded in everyday workflows, not just faster processors. This basket targets vendors selling those applications and data platforms directly to enterprises. Positive recent performance across the basket supports the timing, although elevated valuations in analytics names leave meaningful earnings and execution risk. Launch basket (equal weight): CRM, NOW, ORCL, SNOW, PLTR, WDAY 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.