Value Retail, Fast Food & Streaming

Own businesses that compete for budget-conscious household spending through discount shopping, quick-service dining and subscription entertainment. This is a consumer-affordability basket rather than a global brand-owner or discretionary-travel portfolio. Recent strength in Walmart, Costco and TJX contrasts with weakness in McDonald's and Netflix, pairing resilient shopping demand with beaten-down everyday leisure businesses; consumer retrenchment and pricing pressure remain risks. Launch basket (equal weight): WMT, COST, TJX, MCD, NFLX, TGT 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.