S&amp;P-1800 picks: $FB $AMZN $DIS $TTD $VIAC $GOOG(DIS, TTD, VIAC basket replacing NFLX) $TSLA(great secondaries) $MSFT(AMZN hedge) $BX(USA's landlord) $GE(LARRY CULP! 3D PRINTING) $HD(quarantine remodeling) $BABA(AI) $INDA(China2.0) $NKE(NBA, NFL) $EOG $PXD $CVX(Dan Dicker go to's)