People Power

“people is”

consumercommunicationsocialentertainmentby anon · last month

The thesis centers on companies that directly serve or enable people's daily needs and activities, from communication and social connection to essential services and entertainment. These firms have strong brand loyalty and recurring revenue streams, making them resilient in various economic conditions. The basket concentrates on leaders in their respective categories to capture the broad consumer and enterprise demand for human-centric services.

Holdings: 10
Largest: 20%
Pillars: 4
Revisions: 1

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How it breaks down

Social & Communication

41%

Platforms that connect people and enable communication and information sharing.

Consumer & Commerce

34%

Companies that provide products and services directly to consumers, from devices to e-commerce.

Entertainment & Experience

15%

Leaders in streaming and interactive entertainment that cater to people's leisure and social needs.

Enabling Services

10%

Companies that support human-centric activities through business tools and healthcare.

Holdings

Every position, why it is here, and its token on chain. Weights sum to exactly 100%.

Weight	Ticker	Company	Why it is here	Token
20%	META	Meta Platforms	Meta's platforms are central to how billions of people communicate and connect daily, directly embodying the 'people' thesis.	0xc0D6…2f35
18%	GOOGL	Alphabet Class A	Google's search, YouTube, and Android are essential tools for people seeking information and entertainment, making it a primary beneficiary of human digital activity.	0x2e08…4FE3
15%	AAPL	Apple	Apple's ecosystem of devices and services is deeply integrated into people's personal and professional lives, driving loyal customer relationships.	0xaF3D…93f9
12%	AMZN	Amazon	Amazon's e-commerce and cloud services serve both consumers and businesses, fulfilling people's needs for goods and digital infrastructure.	0x12f1…bF54
10%	NFLX	Netflix	Netflix is a leading provider of on-demand entertainment, catering to people's desire for streaming content worldwide.	0xE044…91E8
8%	CRM	Salesforce, Inc.	Salesforce's customer relationship tools help businesses manage interactions with people, making it a key enabler of human-centric commerce.	0xd95B…6D44
7%	SHOP	Shopify	Shopify empowers independent merchants to sell to people directly, supporting the human element of entrepreneurship and commerce.	0xF53F…c410
5%	RBLX	Roblox	Roblox provides a platform for people, especially younger generations, to create and engage in social experiences, reflecting the thesis of human connection.	0xF0C4…1bE8
3%	SNAP	Snap Inc.	Snap's messaging and augmented reality features are used by people to communicate visually, adding a unique dimension to social interaction.	0xF658…8733
2%	PFE	Pfizer Inc.	Pfizer develops medicines that improve people's health and well-being, directly serving a fundamental human need.	0x7066…F51e

METAMeta Platforms20%
Meta's platforms are central to how billions of people communicate and connect daily, directly embodying the 'people' thesis.
0xc0D6…2f35
GOOGLAlphabet Class A18%
Google's search, YouTube, and Android are essential tools for people seeking information and entertainment, making it a primary beneficiary of human digital activity.
0x2e08…4FE3
AAPLApple15%
Apple's ecosystem of devices and services is deeply integrated into people's personal and professional lives, driving loyal customer relationships.
0xaF3D…93f9
AMZNAmazon12%
Amazon's e-commerce and cloud services serve both consumers and businesses, fulfilling people's needs for goods and digital infrastructure.
0x12f1…bF54
NFLXNetflix10%
Netflix is a leading provider of on-demand entertainment, catering to people's desire for streaming content worldwide.
0xE044…91E8
CRMSalesforce, Inc.8%
Salesforce's customer relationship tools help businesses manage interactions with people, making it a key enabler of human-centric commerce.
0xd95B…6D44
SHOPShopify7%
Shopify empowers independent merchants to sell to people directly, supporting the human element of entrepreneurship and commerce.
0xF53F…c410
RBLXRoblox5%
Roblox provides a platform for people, especially younger generations, to create and engage in social experiences, reflecting the thesis of human connection.
0xF0C4…1bE8
SNAPSnap Inc.3%
Snap's messaging and augmented reality features are used by people to communicate visually, adding a unique dimension to social interaction.
0xF658…8733
PFEPfizer Inc.2%
Pfizer develops medicines that improve people's health and well-being, directly serving a fundamental human need.
0x7066…F51e

What breaks this

Written by the same model that built the basket, and not edited to sound better.

01Concentration in mega-cap tech: a broad tech selloff would hurt the basket despite consumer focus.
02Regulatory and antitrust actions against major platforms could limit growth or force changes.
03Shifts in consumer behavior away from social media or streaming could reduce engagement and revenue.
04Healthcare exposure (PFE) is subject to drug development and regulatory risks.
05Economic downturn could reduce discretionary spending on entertainment and non-essential services.

Changelog

Every revision to this basket, who made it, and when. A theory is allowed to change its mind in public.

by the modelSep 6, 2026
Basket created from the thesis. 10 holdings.

How this basket was made

Source: Generated
Model: deepseek-chat
Chain: Robinhood Chain · 4663
Created: Sep 6, 2026

The model was given the full list of equities tokenized on Robinhood Chain and could only pick from it. Token addresses were attached afterwards from that same list, so a ticker the model invented would have been dropped rather than shown here. This is not investment advice and it has not been backtested.