Three buys and a bail - but this version you have a gun to your head and have to choose from the MAG7 basket. Child's play!
I still like Amazon and Google. Yes, they have a lower valuation, but it's about retail and corporate adoption of AI. Who knows what chip maker will be the leader a few years from now. That is a cyclical business, but the place a business owner keeps their data and provides an AI platform is a little more sticky. Plus, I love the cash cow of those two names.
Apple was a buy from my perspective not from the valuation (it's too high), but the refresh cycle on AI - which is happening faster than people think, and you can see it in the price of the stock. While the valuation could get hurt next year if inflation starts to pick up, at least we know nobody will wonder what will make people upgrade next.
The bail was Tesla. I know the fundamentals. I know the growth rates. But it's a car maker. The robo taxi is a regulatory nightmare. I think it take longer than people think. While I say valuations don't matter until inflation/recession hits, being up 50% since the election is about Mush being a bro to Trump not Tesla. I think the real win for Musk is SpaceX, which is a privately held firm.