Tracking the companies building the AI era â silicon + power + software.
Proprietary quality scores, cycle analysis, and market signals across 166 stocks.
Understanding the Moat Map
This chart visualizes tech stocks based on two key metrics:
- Market Power (Y-axis): Measures competitive moat strength - pricing power, switching costs, and market dominance. Higher values indicate stronger competitive advantages.
- Asset Intensity (X-axis): Measures capital requirements - how much physical infrastructure and equipment the business needs. Higher values indicate more capital-intensive businesses.
Bubble size represents market capitalization. Click any bubble to view detailed stock information.
Market Power | Moat Strength â
Asset Intensity | CapEx Heavy â
đ° Recent SEC News
2026-04-10
DCI
Entry into Material Agreement
2026-04-10
EXPE
Other Events
2026-04-10
GOOGL
Departure/Appointment of Directors or Officers
2026-04-09
AMZN
Regulation FD Disclosure
2026-04-09
AVAV
Regulation FD Disclosure
2026-04-09
CRWV
Regulation FD Disclosure
2026-04-09
CRWV
Regulation FD Disclosure
2026-04-08
INTC
Other Events
2026-04-08
LITE
Unregistered Sales of Equity Securities
2026-04-08
STRL
Regulation FD Disclosure
2026-04-07
APP
Departure/Appointment of Directors or Officers
2026-04-06
AVGO
Other Events
2026-04-06
CRWD
Other Events
2026-04-06
CSCO
Departure/Appointment of Directors or Officers
2026-04-06
ORCL
Departure/Appointment of Directors or Officers