การถือครองระยะยาวในหุ้นเทค

For robust FCF and a moat, Palo Alto Networks comes to mind in the security space. Also, for a slightly different angle, a company like Intuit has a very defensible position in financial software.

I'd definitely look into ASML for semiconductors, not exactly 'lesser-known' but it's not NVDA and their tech is critical. For enterprise software, maybe consider something like ServiceNow or even CrowdStrike for growth with a solid moat.

Good idea to diversify from AAPL and MSFT. Have you looked at companies like Adobe or Salesforce? They have strong recurring revenue streams and are pretty sticky.