I'm more bullish on Microsoft. Apple is a bit more overpriced than Microsoft. Microsoft has loads of opportunities for growth as it has its finger in so many Tech sub sectors.
Got to pick companies with a moat and long term growth. My 10 stocks are: Microsoft, Visa, United Healthcare, Automatic Data Processing, Salesforce, Vertex Pharma, Alphabet, Blackrock, Costco, S&P Global.
The Health Sector such as VHT ETF and the Real Estate Sector such as VNQ ETF could do better over 2024. Real estate will benefit when the Fed starts to cut interest rates. Tech still has a great future, but returns might be a bit lower in 2024 than 2023 since the magnificent 7's valuations have got a bit ahead of themselves.
While I like many chip and AI related tech stocks, you can never know who the winners will be. Whose got a crystal ball to see the future? So, I prefer to invest in ETFs like VGT and SOXX to share in gains to be made from the bright future ahead for tech.