Compare moats
Up to three covered companies, band by band. Every call is a curated editorial judgment, never a disclosed figure — and every band carries its cited basis.
comparing no companies selected add + AMD AMD+ ASE Technology Holding ASX+ ASM International ASMIY+ ASML ASML+ ASMPT ASMVY+ ASUSTeK Computer ASUUY+ Adobe ADBE+ Advantest ATEYY+ Alibaba Group BABA+ Alphabet GOOGL+ Amazon AMZN+ Ambarella AMBA+ Amkor Technology AMKR+ Amphenol APH+ AppLovin APP+ Apple AAPL+ Applied Digital APLD+ Applied Materials AMAT+ Applied Optoelectronics AAOI+ Arista Networks ANET+ Arm Holdings ARM+ Astera Labs ALAB+ Axcelis Technologies ACLS+ Baidu BIDU+ Bloom Energy BE+ Broadcom AVGO+ C3.ai AI+ CXMT 688825.SS+ Cadence Design Systems CDNS+ Camtek CAMT+ Celestica CLS+ Cerebras Systems CBRS+ ChipMOS Technologies IMOS+ Ciena CIEN+ Cipher Mining CIFR+ Cisco Systems CSCO+ Cloudflare NET+ Coca-Cola KO+ Coherent Corp COHR+ Comfort Systems USA FIX+ Constellation Energy CEG+ Core Scientific CORZ+ CoreWeave CRWV+ Corning GLW+ Credo Technology CRDO+ CrowdStrike CRWD+ Datadog DDOG+ Deere & Company DE+ Dell Technologies DELL+ Digital Realty Trust DLR+ DigitalOcean DOCN+ Disco Corporation DSCSY+ Duolingo DUOL+ EMCOR Group EME+ Eaton ETN+ Eli Lilly and Company LLY+ Equinix EQIX+ Everpure, Inc. P+ Everspin Technologies MRAM+ Extreme Networks EXTR+ Fabrinet FN+ Flex FLEX+ FormFactor FORM+ GE Vernova GEV+ Gigabyte Technology 2376.TW+ GitLab GTLB+ GlobalFoundries GFS+ Hewlett Packard Enterprise HPE+ Hon Hai Precision (Foxconn) HNHPF+ Hua Hong Semiconductor 1347.HK+ Hut 8 HUT+ IBM IBM+ IREN IREN+ Intel INTC+ Inventec 2356.TW+ Iron Mountain IRM+ JCET Group 600584.SS+ JPMorgan Chase JPM+ Jabil JBL+ Johnson Controls International JCI+ KLA Corporation KLAC+ Kioxia Holdings KXIAY+ Kulicke & Soffa KLIC+ Lam Research LRCX+ Lattice Semiconductor LSCC+ Lenovo Group LNVGY+ Lumentum Holdings LITE+ MACOM Technology Solutions MTSI+ Macronix International 2337.TW+ Marvell Technology MRVL+ MaxLinear MXL+ MediaTek 2454.TW+ Meta Platforms META+ MiTAC Holdings 3706.TW+ Micron MU+ Microsoft MSFT+ MiniMax 0100.HK+ Moderna MRNA+ Modine Manufacturing MOD+ MongoDB MDB+ Montage Technology 688008.SS+ NVIDIA NVDA+ Nanya Technology 2408.TW+ Nebius Group NBIS+ NetApp NTAP+ Netflix NFLX+ Netlist NLST+ Nokia NOK+ Nova Ltd NVMI+ Onto Innovation ONTO+ Oracle ORCL+ Palantir Technologies PLTR+ Palo Alto Networks PANW+ Pegatron 4938.TW+ Penguin Solutions PENG+ Pfizer PFE+ Phison Electronics 8299.TWO+ Powell Industries, Inc. POWL+ Powerchip Semiconductor Manufacturing Corporation 6770.TW+ Powertech Technology 6239.TW+ Qualcomm QCOM+ Quanta Computer 2382.TW+ RELX plc RELX+ Rambus RMBS+ SAP SAP+ SK Hynix SKHY+ Salesforce CRM+ Samsung Electronics 005930.KS+ SanDisk SNDK+ Sanmina SANM+ Schneider Electric SBGSY+ Seagate Technology STX+ Semiconductor Manufacturing International Corporation 0981.HK+ Semtech SMTC+ ServiceNow NOW+ Silicon Motion Technology SIMO+ Snowflake SNOW+ SoundHound AI SOUN+ Space Exploration Technologies Corp. (SpaceX) SPCX+ Super Micro Computer SMCI+ Synopsys SNPS+ TE Connectivity TEL+ TSMC TSM+ Talen Energy TLN+ Tempus AI TEM+ Tencent Holdings TCEHY+ TeraWulf WULF+ Teradyne TER+ Tesla, Inc. TSLA+ The Walt Disney Company DIS+ Tokyo Electron 8035.T+ Tongfu Microelectronics 002156.SZ+ Tower Semiconductor TSEM+ Trane Technologies TT+ United Microelectronics Corporation UMC+ Vanguard International Semiconductor 5347.TWO+ Vertiv VRT+ Visa V+ Vistra VST+ Walmart WMT+ Western Digital WDC+ Winbond Electronics 2344.TW+ Wistron 3231.TW+ Wiwynn 6669.TW+ X-FAB Silicon Foundries XFAB.PA+ X-energy XE+ Zhipu AI 2513.HK+ nVent Electric NVT
Pick up to 3 covered companies above to compare their moats side by side.