Apple and Microsoft: BEST IN CLASS!

$Microsoft(MSFT)$ $Apple(AAPL)$ $Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ $AMD(AMD)$ $Meta Platforms, Inc.(FB)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ MSFT and Apple! Those are the BIG TWO in my portfolio! I don’t see a reason to own shares of $NVDA or $AMD. Why? Apple is making their own GPUs (M1). I don’t own shares of $TSLA. Why? Apple is making their own EV and AVs. I don’t see a reason to own $FB. Why? Microsoft is developing their own Metaverse that everyone will use and it won’t be owned exclusively by Microsoft. I don’t own shares of $AMZN or $GOOG Why? Microsoft is outperforming both in the cloud with Azure! Not to mention both companies have the BEST BALANCE SHEETS!!
Apple and Microsoft: BEST IN CLASS!