Transaction & Back-Office Software

Own the systems businesses use to record sales, manage finances, administer employees and execute everyday workflows, rather than another AI infrastructure basket. These products sit inside essential operating processes, making replacement disruptive and supporting recurring customer relationships. The opportunity now is to emphasize established operational demand instead of relying on speculative AI monetization. Launch basket (equal weight): INTU, ORCL, SHOP, CRM, NOW, SAP, WDAY, FIS, TOST 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.