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15 handpicked stocks

Attention Merchants

These companies have mastered the art of capturing and monetizing our most precious resource: attention. Carefully selected by our analysts, this collection of stocks represents businesses that transform user engagement into powerful revenue streams in our increasingly digital world.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary and investor takeaways for the 'Attention Merchants' basket based on total and component market capitalisations.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and more market-like returns, offering relatively stable performance.
  • Suited as a core holding within a diversified portfolio rather than a speculative, high-growth position.
  • More likely to deliver steady long-term appreciation than rapid short-term gains.
Total Market Cap
  • META: $1.84T

  • GOOGL: $3.03T

  • NFLX: $526.00B

  • Other

About This Group of Stocks

1

Our Expert Thinking

As our lives become increasingly digital, companies that can capture and hold our attention have unprecedented value. This portfolio is curated to give you exposure to the leaders who have built business models entirely around monetizing human focus - from social networks to streaming platforms to the ad-tech that powers it all.

2

What You Need to Know

These companies operate at the intersection of technology, media, and advertising. Their success hinges on their ability to create compelling digital ecosystems that keep users engaged. The longer people stay, the more opportunities these platforms have to convert that attention into revenue through ads, subscriptions, and data.

3

Why These Stocks

We've selected the dominant platforms in social engagement, content delivery, and advertising technology. Each company has proven its ability to command significant user attention and effectively monetize it. With AI-driven personalization accelerating, these attention merchants are positioned to make their platforms even more engaging and profitable.

Why You'll Want to Watch These Stocks

📱

Screen Time Equals Dollars

As we spend more hours glued to our devices, these companies are perfectly positioned to capitalize on our digital habits. The more we scroll, the more they earn.

🔍

AI Is Supercharging Engagement

Artificial intelligence is revolutionizing how these platforms keep us hooked. Better personalization means users stay longer, and advertisers pay premium prices to reach them.

💰

The New Digital Gold Rush

In a world of infinite content but finite attention, these companies control the gateways to our minds. As digital advertising continues to grow, they're positioned to capture an outsized share.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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