Keep it simple. These big players dominate their industries.

I do have some others that I have big gains in that I plan to hold at least a year, including zm, pltn, plug, vsto, coup, nio, Sq, pypl, crwd, z, docs, Tesla, axon, Sonos, shop, chewy, now, veev, roku, dxcm, meli, gh, sea, hubs, swks, lrcx, pods, isrg. I’d consider adding to those positions on pullbacks. All have very good growth prospects. PayPal probably will probably double so that’s be my pick if you don’t have a current position.

Material and alternative energy stocks I’ve bought the past couple months are still doing well and I’ll hold them as long as the trend is favorable.