For fun, I took a textbook (risk/return) approach with an efficient frontier analysis. This would make you buy these stocks
$AMZN (+1.01%)
$AAPL (-0.05%)
$MSFT (+1.91%)
$GOOGL (-1.14%)
$ORCL (+0.82%) and $NVDA (+4.3%)
Do not buy the following shares:
$TSLA (+1.67%)
$NFLX (+1.37%)
$UBER (+0.05%) and with $META (+0.09%) you can argue!
I also think conservative approaches are good to strengthen his thesis - I have Amazon, Alphabet and Nvidia in my portfolio :)
