For fun, I took a textbook (risk/return) approach with an efficient frontier analysis. This would make you buy these stocks
$AMZN (+0,33 %)
$AAPL (+0,17 %)
$MSFT (+0 %)
$GOOGL (+0,02 %)
$ORCL (+0,12 %) and $NVDA (+0,28 %)
Do not buy the following shares:
$TSLA (+0,39 %)
$NFLX (+0,36 %)
$UBER (-0,02 %) and with $META (+0,29 %) you can argue!
I also think conservative approaches are good to strengthen his thesis - I have Amazon, Alphabet and Nvidia in my portfolio :)
