Digital Commerce & Brokerage Platforms

These businesses connect customers with travel, transport, merchants or financial markets, earning revenue from activity on their platforms. Recent weakness in Booking, Uber, Robinhood and Coinbase contrasts with Shopify's strength, offering a differentiated entry point rather than a uniform momentum trade. The basket targets digital transaction growth, while remaining exposed to consumer demand, trading activity and regulatory risk. Launch basket (equal weight): BKNG, UBER, SHOP, HOOD, COIN, ABNB 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.