GOOGL, MSFT, AMZN, and thoughts on ETF recommendation?

I'm going through my portfolio and thinking of adding some of these stocks. I would like to get some thoughts on how you view these stocks. If you had to choose one to buy, which one would you choose?

• GOOGL
• MSFT
• AMZN
• NVDA
• AMD
• META

Although they are all excellent businesses, their risk/reward profiles are very different. Some are in the middle, with turnaround or competitive narratives, while others are more established and have consistent cash flows. Others are capitalizing on powerful secular trends like cloud computing and artificial intelligence.

Choosing which of these offers the best long-term opportunity at the current prices is what I'm having trouble with. I'd like to know what other people think about: