For fun, I took a textbook (risk/return) approach with an efficient frontier analysis. This would make you buy these stocks
$AMZN (-1.27%)
$AAPL (-0.07%)
$MSFT (-0.15%)
$GOOGL (-0.67%)
$ORCL (-1.41%) and $NVDA (-0.8%)
Do not buy the following shares:
$TSLA (-2.01%)
$NFLX (-1.05%)
$UBER (-0.29%) and with $META (-2.33%) you can argue!
I also think conservative approaches are good to strengthen his thesis - I have Amazon, Alphabet and Nvidia in my portfolio :)
