Consumer Internet & Interactive Entertainment

Own the platforms consumers use to shop, book travel, arrange rides, watch entertainment and play games, rather than the infrastructure supplying their computing power. The basket combines transaction-driven businesses with subscription, advertising and virtual-content monetization. Recent weakness in Booking, Uber, Netflix and AppLovin alongside Shopify's strength offers a differentiated entry point, although consumer spending and advertising demand remain shared risks. Launch basket (equal weight): BKNG, UBER, SHOP, NFLX, APP, RBLX, ROKU, PINS, TTWO 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.