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Consumer Services: Connectivity, Media & Mobility
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This basket owns operators that sell connectivity, entertainment, transportation and travel services directly to consumers. With QQQ down 6.9% over 21 sessions, it shifts exposure away from technology infrastructure suppliers toward consumer-facing service revenues. Recurring telecom and streaming subscriptions balance travel and mobility demand, although competition, consumer weakness and capital spending remain risks.
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This basket owns operators that sell connectivity, entertainment, transportation and travel services directly to consumers. With QQQ down 6.9% over 21 sessions, it shifts exposure away from technology infrastructure suppliers toward consumer-facing service revenues. Recurring telecom and streaming subscriptions balance travel and mobility demand, although competition, consumer weakness and capital spending remain risks. Launch basket (equal weight): T, VZ, NFLX, UBER, BKNG, TMUS, 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.

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