Online Commerce & Advertising Platforms

Own the platforms that connect merchants, travelers and local-service providers with customers, alongside the advertising engines that monetize online demand. This is a transaction-and-marketing thesis rather than another enterprise AI software basket. Booking and Uber offer cash-generative exposure while Shopify and AppLovin add growth, making valuation dispersion a reason to build selectively rather than chase semiconductor leadership. Launch basket (equal weight): SHOP, MELI, BKNG, UBER, APP, TTD, PINS 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.