Looking to establish a short position against certain tech-focused consumer plays. The key is identifying the right vehicles that capture exposure to this thesis.

Scanning positions across Meta, Google, Lilly, Hood, and Hype—each offers different angles on this generational trade. The challenge lies in finding the optimal execution method: whether through direct equity shorts, put options, or sector-correlated instruments.

The structural shifts in how younger demographics consume tech and fintech services might present asymmetric downside opportunities. Timing and position sizing will be critical here.