Marc Andreessen recently said, "there are no stocks anymore, just bonds and options."

I'm digesting this and I am starting to agree.

For bonds, I would define them as high cashflow assets yielding S&P 500 annualized + a few percentage points (so mid-teens) compounded over 5 years. Example: $AAPL $AMZN $NVDA $FB $GOOG etc that can indexed via $VUG.

For options, 10x+ high risk, high reward 5 year bets. Think <$10B enterprise value like $ACVA $MSTR $COMP $AMPL or SPACs like $AGC $OPFI $HMCO