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15 handpicked stocks

Customer Is The Product

Welcome to a carefully curated collection of companies that have mastered the modern paradox: offering "free" services while generating massive revenue from user data. These stocks, selected by our expert analysts, represent the gatekeepers of digital advertising who've turned your information into their business.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Concise interpretation of the basket's total market cap and investor takeaways, compliant with FCA guidelines.

Key Takeaways for Investors:
  • Large-cap dominance suggests generally lower volatility and performance that broadly tracks developed markets, not speculative swings.
  • Suitable as a core holding to provide market exposure and concentration, rather than a short term speculative trade.
  • Likely to deliver steadier long-term appreciation rather than explosive short-term gains; outcomes are not guaranteed.
Total Market Cap
  • META: $1.84T

  • GOOGL: $3.03T

  • PINS: $22.95B

  • Other

About This Group of Stocks

1

Our Expert Thinking

These companies operate on a brilliant model: they build compelling free platforms that attract billions of users, then transform the collected data into advertising gold. As digital behaviors become increasingly trackable, these firms hold the keys to what may be the most valuable resource in the digital economy: user insights.

2

What You Need to Know

This collection spans social media giants, search engines, streaming platforms, and specialized ad-tech companies that all share one trait: they convert user engagement into revenue. While highly profitable, these businesses face evolving privacy regulations and depend on continued user trust and engagement.

3

Why These Stocks

Each company in this group has demonstrated exceptional ability to monetize their user base through sophisticated data analysis. We've selected market leaders who've built massive scale, developed proprietary advertising technologies, and positioned themselves to benefit from artificial intelligence advancements.

Why You'll Want to Watch These Stocks

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The Digital Gold Rush

User data is the new oil, and these companies are sitting on massive reserves. As AI advances, their ability to extract value from this data is increasing exponentially.

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High Margins, High Growth

These businesses often enjoy incredible profit margins because their main "raw material" (user data) costs them almost nothing to acquire. This creates a flywheel effect that keeps accelerating.

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AI's Next Big Winners

The companies with the most data stand to benefit most from AI advancements. These stocks are positioned at the intersection of two powerful trends: data monetization and artificial intelligence.

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

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