Quality Watchlist
| Name | Why interesting | Gate before buy |
|---|---|---|
| NVDA | AI compute leader | Valuation and cycle stress |
| ASML | Lithography moat | Cycle and valuation |
| CDNS | EDA/software moat | Valuation vs growth |
| AVGO | AI networking/custom silicon + software | Debt/integration and valuation |
| AMZN | AWS and retail cash flow | Capex, margins, valuation |