Those boring companies - 长期投资
🔌 Technology Companies focused on hardware, software, semiconductors, cybersecurity, or IT services. Super Micro Computer Inc – Servers & Data Center Hardware Arista Networks Inc – Cloud Networking Palo Alto Networks Inc – Cybersecurity Advanced Micro Devices Inc (AMD) – Semiconductors KLA Corp – Semiconductor Equipment Monolithic Power Systems Inc – Power Semiconductors Cadence Design Systems Inc – EDA Software for Semiconductors ServiceNow Inc – IT Service Management Software Lam Research Corp – Semiconductor Equipment Fortinet Inc – Cybersecurity Tyler Technologies Inc – Government Software Salesforce Inc – CRM Software ⚙️ Industrials Engineering-heavy companies tied to manufacturing, construction, or logistics. Howmet Aerospace Inc – Aerospace Components Quanta Services Inc – Infrastructure & Utilities Services United Rentals Inc – Equipment Rental Old Dominion Freight Line Inc – Freight & ...