Revenue, Finance & Administrative Software

Own the software businesses use to sell, administer operations, keep accounts and process transactions, rather than betting on autonomous AI adoption. Subscription relationships and embedded business workflows can make these platforms difficult to replace. Recent weakness in Intuit and Oracle offers a selective entry point, while payment-processing specialists diversify the basket beyond enterprise application vendors. Launch basket (equal weight): INTU, CRM, SHOP, ORCL, NOW, WDAY, SAP, TOST, FIS, GPN 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.