Enterprise Software & IT Modernization

This basket owns the software platforms and IT service providers that modernize business workflows, data infrastructure and enterprise computing. The hardware-led technology selloff offers a reason to favor established enterprise vendors with recurring customer relationships rather than direct exposure to chip capacity spending. Positive free-cash-flow yields at Accenture, IBM and Salesforce support the selection, although expensive software valuations and weaker corporate spending remain risks. Launch basket (equal weight): ACN, IBM, CRM, NOW, ORCL, SNOW, PLTR, SAP, WDAY, ADBE, DDOG, MDB 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.