Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?

Hey everyone, long-time lurker here. I recently cashed out my entire portfolio. After taxes, I have exactly $1.2M sitting in a high-yield account earning boring interest.

I’m ready to built a brand new, resilient portfolio from scratch for the long term (5-10 years). Given the current valuation of tech giants and the macro environment right now, I’m torn between two strategies:

1. **The Safe Route:** 60% VOO/QQQ, 40% high-moat individual stocks (MSFT, LLY, BRK.B).
2. **The Aggressive Route:** Heavily over-indexing on AI infrastructure (data centers, cooling, semiconductors) and weight it 50/50 with index funds.