Jul. 6 at 8:00 PM
5 names with some of the strongest competitive moats in the market right now - capital-efficient, hard-to-disrupt, and structurally dominant.
$GOOGL -search + ads + AI distribution layer embedded across the internet
$AMZN - e-commerce + AWS cloud infrastructure dominance
$META - social graph + ad targeting + AI engagement engine
$ASML - monopoly-like position in advanced semiconductor lithography
$V -global payment rails with entrenched network effects
These aren’t momentum trades -they’re compounders. The moat is the edge, and the edge is time.
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