Attention Economy: Streams, Apps & Marketplace Ads

Digital consumer platforms that own user attention are the clearest second-derivative AI trade: ad engines like AppLovin and The Trade Desk are wiring generative AI into targeting and creative, while streaming and marketplace networks keep converting engagement into high-margin ad and take-rate revenue. With Q3 earnings season starting and AppLovin's print on the calendar, the group has near-term catalysts and no live North portfolio owns the consumer-internet attention complex. The tape's AI-infrastructure focus leaves these monetization-layer names comparatively under-owned. Catalysts: - 2026-10-07 AppLovin to Announce Third Quarter 2026 Results — Q3 print is the group's next hard catalyst after a sharp year-to-date drawdown (https://investors.applovin.com/news/news-details/2026/AppLovin-to-Announce-Third-Quarter-2026-Results/default.aspx) Launch basket (equal weight): APP, META, NFLX, UBER, SHOP, MELI, TTD, ROKU, PINS, RBLX 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.