Can Malzahar Fanatic's ability target enemy gear, or only friendly units and gear?

Ruling: Malzahar Fanatic can only target friendly units or friendly gear, not enemy gear.

Nuances:

• The "or" in the ability text does not split the "friendly" modifier - it applies to both "unit" and "gear"
• The ability should be read as "friendly (unit or gear)" not "(friendly unit) or (gear)"