Enterprise Software Infrastructure & Reliability

Own the software layer that keeps enterprise systems running: databases, service management, infrastructure monitoring and cybersecurity. CrowdStrike's recent record-high report highlights demand for operational protection as AI expands the attack surface, although crowded security positioning warrants caution. Unlike an agentic-application or hardware basket, this portfolio focuses on administering, observing and protecting existing enterprise infrastructure. Catalysts: - 2026-10-21 CRWD: CrowdStrike reaches a record as cybersecurity demand stays in the AI spotlight (https://finance.yahoo.com/technology/cybersecurity/) Launch basket (equal weight): NOW, IBM, ORCL, CRWD, PANW, DDOG, NTAP 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.