North buys them for you.
Enterprise Workflow & Analytics Software
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Businesses need software that connects customer operations, employee workflows and enterprise data to actionable decisions. The basket spans these complementary software markets rather than relying on hardware spending or speculative quantum exposure. Upcoming earnings offer a test of commercial execution, while Salesforce and Oracle trade at forward earnings multiples of 14x and 17.6x respectively; expensive analytics names remain a valuation 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.
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AI portfolios against QQQ since launch
All 629 portfolios: 72% beat QQQ, median +1.7pp · since launch vs QQQ
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