Amazon and SpaceX Among Core Positions for Experienced Investor

The author of this article has a shopping list that consists of both small-cap and large-cap stocks. While the majority of their portfolio is comprised of high-risk, volatile smaller stocks, they also hold core positions in larger companies like Amazon (AMZN) and SpaceX (SPCX).

Amazon's growth engine, Amazon Web Services (AWS), has not received enough attention from investors, according to the author. They believe that the stock will recover as we move closer to its earnings report.

The author is also optimistic about SpaceX, citing a strong chart and recent support around $145. Despite upcoming unlocks of additional shares, they see this as an opportunity to buy more stock on weakness.