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Midas| Ticker | Company | Price | Mkt cap | Refinancing Risk3 SUBCOLUMNS | ›Maturity | Competitive Moat |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA | 182.40 | $4.45T | LowMinimal debt; $38.5B net cash position3 src | 2030-06 | 9/10CUDA ecosystem lock-in, networking share4 src |
| AVGO | Broadcom | 298.11 | $1.40T | MediumVMware deal debt; laddered through FY304 src | 2027-11 | 8/10Custom silicon franchises, software mix3 src |
| MSFT | Microsoft | 522.30 | $3.88T | LowAAA balance sheet; FCF covers maturities2 src | 2028-02 | 9/10Enterprise switching costs, Azure scale5 src |
| AMD | Adv. Micro Devices | 167.20 | $270.5B | LowNet cash; converts retired in FY253 src | 2031-04 | 7/10x86 duopoly; MI400 closing software gap4 src |
| ORCL | Oracle | 241.55 | $680.2B | Medium$88B gross debt against OCI capex ramp5 src | 2026-11 | 7/10Database incumbency, sticky ERP estate3 src |
| INTC | Intel | 22.15 | $96.8B | HighHeavy capex against negative FCF; 18A ramp5 src | 2026-12 | 4/10Process leadership lost; foundry unproven4 src |
| TSM | Taiwan Semi. | 243.60 | $1.26T | LowNet cash; capex funded from operations2 src | 2029-09 | 9/10Leading-edge process monopoly at N24 src |
| MU | Micron | 128.90 | $142.7B | Processing… | — | Processing… |
| ASML | ASML Holding | 1,042.10 | $410.2B | LowNet cash; buybacks continue2 src | 2029-02 | 10/10EUV lithography monopoly2 src |
| QCOM | Qualcomm | 178.35 | $195.4B | LowModest leverage; strong FCF cover2 src | 2028-05 | 6/10Handset concentration; auto ramping3 src |
| TXN | Texas Instruments | 214.80 | $195.1B | MediumElevated capex cycle peaks FY273 src | 2027-08 | 8/10Analog breadth, 300mm cost edge2 src |
| ARM | Arm Holdings | 158.22 | $166.0B | LowNo material debt outstanding2 src | — | 8/10Architecture royalty flywheel3 src |
| AMAT | Applied Materials | 202.70 | $164.2B | LowLaddered maturities; A-rated2 src | 2030-10 | 7/10Breadth across deposition and etch3 src |
| LRCX | Lam Research | 108.44 | $138.9B | LowDebt ladder well spread to FY332 src | 2029-06 | 7/10Etch share, installed-base services3 src |
| ADI | Analog Devices | 244.19 | $121.2B | MediumMaxim debt refi window in FY273 src | 2027-04 | 7/10Long-cycle design wins, sticky sockets2 src |
| KLAC | KLA Corp. | 902.15 | $119.8B | LowFCF covers ladder comfortably2 src | 2029-03 | 8/10Process-control dominance2 src |
| SNPS | Synopsys | 611.20 | $94.5B | LowAnsys deal funded; deleveraging3 src | 2028-04 | 8/10EDA duopoly, IP attach2 src |
| CDNS | Cadence | 322.40 | $88.9B | LowMinimal net debt2 src | 2030-09 | 8/10EDA duopoly, systems expansion2 src |
| MRVL | Marvell | 84.60 | $73.1B | MediumLeverage from Inphi era persists3 src | 2028-06 | 6/10Custom ASIC pipeline vs. NVDA pull3 src |
| NXPI | NXP Semi. | 228.30 | $58.0B | MediumAuto downturn pressures cover3 src | 2027-03 | 6/10Auto/industrial design-in depth2 src |
| ON | onsemi | 52.84 | $22.4B | Not run | — | Not run |
| TER | Teradyne | 128.05 | $20.3B | Not run | — | Not run |
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AI Synthesis: 3 companies flagged supply chain risk from tariffs — AAPL is most exposed via China manufacturing (94% relevance), while NKE faces 200-300bps margin impact.
...tariff exposure remains a key concern for our supply chain. We are actively diversifying manufacturing across Vietnam and India...
...200-300 basis points of margin impact expected from increased tariffs on Chinese imports. Management is exploring nearshoring options...
...internal analysis flags 15-20% tariff risk on Shanghai output. Supply chain diversification timeline estimated at 18-24 months...
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| Ticker | Company | Sector | Mgmt Cred. | AI Capex Signal | Dilution Risk | Insider Sentiment | Refi Risk |
|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Technology | A | Clear | Low | Net BuyCFO discretionary buy | Clear |
| MSFT | Microsoft Corp. | Technology | A | >58% | Low | Neutral10b5-1 only | Clear |
| GOOGL | Alphabet Inc. | Communication | B | >61% | Low | Net SellCTO sold discretionary | Clear |
| AMZN | Amazon.com Inc. | Consumer | B | Clear | Med | Net BuyMultiple directors | Watch · 24mo |
| NVDA | NVIDIA Corp. | Technology | A | >73% | Low | Net BuyCEO open-market | Clear |
| META | Meta Platforms | Communication | C | >54% | Med | Net SellCEO scheduled sale | Flag · 14mo |
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