Digital Ad & Attention Engines

These companies earn a large share of revenue by selling ads or by steering consumer attention toward merchants. Investors are rotating out of AI infrastructure, and ad-funded platforms are a different way to hold AI exposure. Shopify and AppLovin sell advertising and commerce tools to merchants. Netflix is building an ad tier, and Meta and Alphabet are the scale ad platforms. Launch basket (equal weight): APP, NFLX, SHOP, META, GOOGL, AMZN 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.