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Global Digital Consumer Service Platforms
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These platforms deliver travel booking, mobility, entertainment, commerce and banking through digital channels across international markets. The basket targets consumer adoption and merchant participation rather than semiconductor investment or enterprise AI spending. Following the broader technology pullback, it offers a differentiated way to own established digital distribution businesses, while retaining exposure to consumer-demand and currency risks. Launch basket (equal weight): BKNG, UBER, NFLX, SHOP, NU, MELI 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.


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