Technology — economic moats
The 31 technology companies covered here: Nvidia, Apple, Microsoft, TSMC, Broadcom, Micron Technology, Advanced Micro Devices, SK hynix, Intel, ASML, Palantir Technologies, Oracle, Cisco Systems, Lam Research, Applied Materials, Dell Technologies, Palo Alto Networks, CrowdStrike, Arista Networks, KLA, Texas Instruments, Marvell Technology, Sandisk, IBM, Qualcomm, Amphenol, Analog Devices, Kioxia Holdings, CoreWeave, VeriSign, Text. Each is rated wide, narrow or thin, with the threats and the number that tests it.
Nvidia$5.1TApple$4.9TMicrosoft$3.7TTSMC$1.9TBroadcom$1.7TMicron Technology$1.2TAdvanced Micro Devices$1.0TSK hynix$895BIntel$669BASML$663BPalantir Technologies$463BOracle$422BCisco Systems$422BLam Research$384BApplied Materials$376BDell Technologies$358BPalo Alto Networks$307BCrowdStrike$259BArista Networks$255BKLA$245BTexas Instruments$243BMarvell Technology$227BSandisk$219BIBM$212BQualcomm$209BAmphenol$205BAnalog Devices$192BKioxia Holdings$187BCoreWeave$48BVeriSign$27BText$290M