Tracking the companies building the AI era — silicon + power + software.
Proprietary quality scores, cycle analysis, and market signals across ~180 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 →
Asset Intensity | CapEx Heavy →