Consumer Apps: Streaming, Ads, Rides & Commerce

Consumer-facing app platforms monetise attention and transactions through subscriptions, ads, ride-hailing and storefront software. Most of these names sit well below their highs, and several have analyst targets above the current price. Earnings from Netflix and Uber, plus the other holdings, over the next few weeks should show whether consumer engagement is holding up. Launch basket (equal weight): NFLX, APP, UBER, SHOP, HOOD, META 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.