What? I'm literally saying the opposite. Not that you should try to predict the future and pick a winner but that you cannot possibly know who is a winner and who is a loser and therefore you should be diversified.
Just depositing all your money to one account seems like a neutral activity but it is not. It is in fact an implicit bet. It is a statement of faith in the institution who holds it, whether you realize it or not.
Did you short SVB? You must have known it was coming right?