This is an exciting development. Historically both firms have been hard-core competitors and it will be interesting how this initiative pans out and what collaborations and market opportunities they create and the synergy it results in.
Since all these are great companies, in my opinion, a mix of both is ideal rather than stick to one. Like they say back home: form is temporary but class is permanent.
If it is fresh investment now I'd put 20% each in TSLA, AAPL & GOOGL and 10% each in NVDA, META, AMZN & MSFT to make the most of both the bottom fishing & well performing counters.