Agentic Commerce: AI Shopping & Checkout Rails

AI agents are moving from answering questions to actually completing purchases, with Morgan Stanley projecting agent-influenced spend could hit ~20% of US e-commerce (~$385B) by 2030 and McKinsey sizing agentic payments at $3-5T by 2030. As the AI hardware trade cools, the monetization layer — marketplaces, commerce infrastructure and checkout rails that agents transact through — offers a way to own AI adoption without GPU beta. Merchants are already retooling storefronts and payments flows to be agent-readable, making this the next consumer-internet buildout. Catalysts: - 2026-10-03 As A.I. Agents Begin Shopping, Brands Are Changing Their Sales Playbooks (https://www.nytimes.com/2026/10/03/business/dealbook/ai-agent-marketing.html) Launch basket (equal weight): AMZN, SHOP, MELI, UBER, V, MA, CHWY, PINS 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.