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 :)
