Assuming you can only buy one of the three and that you are not interested in something like QQQ. Also assume that one already has other plays like value, oil, etc. e.g. I am not asking if these stocks are overpriced and if we should instead buy CVX or HAL, etc.
NVDA has AI, which appears to still be at an early stage and has unrealized potential. However, it is unclear how much of that potential is real and how much is hype. If we get a bear market, NVDA will drop but might come back once the AI potential is realized, especially if the AI is needed for the event triggering the bear market (e.g. making smart weapons to combat Russia, accelerating green technologies to combat climate change, etc.).
GOOGL also has AI and some other plays like Waymo, but GOOGL remains mostly advertising. If we do get a recession or a bear market, GOOGL could get hit hard and might also be slower to recover.
MSFT seems the most stable of the three, but I'm not sure if the growth will be as high going forward. Seems like most businesses already use Office and while MSFT could raise the price, there does not appear to be as much expansion in terms of brand new accounts. Video games are also rather competitive with PS5 having great games so far, and Switch also not being shabby.
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