Fallen Consumer Franchises: Deep Drawdown Rebound

Several household-name consumer brands sit far below their 52-week highs while the index trades at records on a narrow AI engine. The basket pairs global consumer franchises with large user bases whose forward earnings multiples are modest. It is a mean-reversion bet that rotation out of crowded AI leadership reaches overlooked consumer demand. Launch basket (equal weight): NKE, MCD, BKNG, PEP, UBER, NFLX 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.