North buys them for you.
Digital Travel, Entertainment & Finance
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Consumer-facing digital platforms monetize travel bookings, mobility, entertainment and financial activity rather than selling infrastructure to AI builders. The technology drawdown offers an opportunity to buy these operating franchises while avoiding direct exposure to data-center construction funding. This remains a cyclical basket: weaker household spending and trading activity could outweigh the benefit of lower entry prices.
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Consumer-facing digital platforms monetize travel bookings, mobility, entertainment and financial activity rather than selling infrastructure to AI builders. The technology drawdown offers an opportunity to buy these operating franchises while avoiding direct exposure to data-center construction funding. This remains a cyclical basket: weaker household spending and trading activity could outweigh the benefit of lower entry prices. Launch basket (equal weight): BKNG, UBER, NFLX, HOOD, COIN, NU, 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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