Founder-Influenced Business Software

Own business-software companies whose founders retain leadership or board influence, linking product strategy to a long-term ownership perspective. Recent weakness in Oracle alongside stronger performance in Shopify and Palantir offers a differentiated entry across these franchises rather than a uniform momentum bet. Founder influence can support patient investment, but governance concentration and expensive expectations remain risks. Launch basket (equal weight): CRM, ORCL, PLTR, SHOP, INTU, WDAY, VEEV, DDOG 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.