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NASDAQ:AAPL
AAPL vs. GOOG Alphabet is a more reasonable valuation, so he'd choose this to deploy capital right now. He still really likes Apple, though it's not cheap. It's still about the ecosystem and luxury. He respects how good their products are. Beginning of a serious upgrade cycle with 5G. He's dubious of the iCar, as it's lower margin, tough business, capitally intense.
APPL vs. MSFT Apple is a consumer products company, whereas MSFT is an enterprise company. Both trade at similar multiples. Great balance sheets, buy back shares, increase dividends. Apple relies on growing iPhone and 5G. Will continue to do well. The iCar is an expensive proposition. MSFT has really benefited from cloud infrastructure growth. Better margins and free cashflow growth are ahead. MSFT is in a sweet spot and may have better growth in the next little while, so he'd choose it.