Companies

16 companies under active coverage. All data sourced from SEC EDGAR filings.

Ticker	Company	Sector	Market Cap	FY End	Report
NVDA	NVIDIA Corporation	Semiconductors	~$5,229B	January	View →
AMD	Advanced Micro Devices	Semiconductors	~$197B	December	View →
AVGO	Broadcom Inc.	Semiconductors	~$1,037B	October	View →
INTC	Intel Corporation	Semiconductors	~$107B	December	View →
AMAT	Applied Materials	Semiconductor Equipment	~$161B	October	View →
LRCX	Lam Research	Semiconductor Equipment	~$109B	June	View →
KLAC	KLA Corporation	Semiconductor Equipment	~$97B	June	View →
MRVL	Marvell Technology	Semiconductors	~$84B	January	View →
AMKR	Amkor Technology	Semiconductor Packaging	~$7B	December	View →
TXN	Texas Instruments	Semiconductors	~$185B	December	View →
TSLA	Tesla Inc.	Electric Vehicles	~$1,031B	December	View →
PLTR	Palantir Technologies	Enterprise Software	~$283B	December	View →
RKLB	Rocket Lab USA	Aerospace & Defense	~$13B	December	View →
DELL	Dell Technologies	IT Infrastructure	~$98B	January	View →
MU	Micron Technology	Semiconductors	~$109B	August	View →
GEV	GE Vernova	Power & Utilities	~$106B	December	View →

Market cap figures are approximate and may not reflect current trading prices. Fiscal year end dates determine SEC filing schedules.