Attention to Cash: Digital Advertising Ecosystem

Own the businesses that turn audiences, merchant demand and creative content into advertising revenue, rather than another AI-infrastructure basket. With the AI complex cooling after a strong market run, this offers a distinct monetization theme spanning ad platforms, connected television and commerce media. The opportunity depends on improving advertiser returns and monetization of existing audiences; discretionary ad budgets, privacy rules and platform competition remain key risks. Launch basket (equal weight): APP, NFLX, SHOP, UBER, ADBE, META, GOOGL, TTD, PINS, ROKU 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.