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Despite selloff, stick with tech titans: Strategists

With U.S. stocks following the Dow's largest three-day losing streak with the largest reversal in trading since the peak of the financial crisis, "shaky" might be an understatement.

Surprisingly, the tech-heavy Nasdaq reversed course the least, only losing .44 percent on Tuesday with shares of Apple, Amazon, and Netflix all ending higher by the end of the trading.

Yet, despite the fact those names trade at high multiples, Gerber Kawalswi CEO Ross Gerber dubbed the companies "the current blue chips of the future" in an interview with CNBC's "Closing Bell."

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"Amazon, Apple and Netflix really should be in everybody's portfolio," he said, adding the caveat that Amazon might be a bit expensive at current levels. "Amazon web services is doing so well so it's a good stock to own, but it's the same risk you take with Netflix they're very high-valued stocks."

It's also that reasoning that makes Apple the best bet of all three in Gerber's eyes, considering the upside potential, a better valuation, and the margin of safety since Apple CEO Tim Cook reaffirmed growth after investors voiced concern over a China slowdown.

"When I can buy something at 12 times earnings, with a 2 percent dividend, and earnings growth of 35 percent—find me a better stock," he said.

However, the fact that Apple's upside is so widely agreed upon by investors could represent a lack of incremental buyers, according to JK Investment Group's Chris Johnson.

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"When you look at Apple, 2,400 different institutions own that," he said. "When you look at Netflix it's about 600, when you look at Amazon it's about 1,200—that equals buying potential in terms of growth."

Despite innovation that has Apple bulls most excited, like Apple's watch, Music and Pay, Johnson likened the tech giant to a slow-growing dividend stock. Performance of the three stocks seems to support that thesis.

Apple's 6 percent loss on the year pales in comparison to Amazon's 50 percent gain and is even further dwarfed by Netflix's 108 percent year-to-date performance.