Direct exposure: buy Microsoft (MSFT) stock to capture the ERP growth anchored by Dynamics 365 Business Central within Microsoft's enterprise cloud stack. Indirect exposure: gain via Oracle (ORCL) or SAP (SAP), which compete in the cloud ERP market and benefit from broader enterprise adoption. Entrepreneurial opportunity: launch a Dynamics 365 Business Central-focused consultancy or develop vertical add-ons and integrations, monetizing with implementation services and recurring licensing.