AMZN vs. GOOGL vs. MSFT vs. NVDA

Hi everyone. If you had to rank these four from best to worst holds for 2026, what would that look like and why? My current allocation is 90% VT, 10% GOVT. I’m thinking about maybe doing 80% VT, 10% GOVT, and 10% towards a tilt on couple of these. Leaning MSFT and GOOGL but want to hear everyone’s genuine thoughts on the four. Thanks!