For fun, I took a textbook (risk/return) approach with an efficient frontier analysis. This would make you buy these stocks
$AMZN (+1,56%)
$AAPL (+1,23%)
$MSFT (+0,63%)
$GOOGL (+1,8%)
$ORCL (+1,12%) and $NVDA (+2,31%)
Do not buy the following shares:
$TSLA (-3,07%)
$NFLX (-1,61%)
$UBER (-0,67%) and with $META (+0,46%) you can argue!
I also think conservative approaches are good to strengthen his thesis - I have Amazon, Alphabet and Nvidia in my portfolio :)
