Airbnb $ABNB (-0.4%)
Amazon $AMZN (+0.09%)
Axon $AXON (+0.16%)
Cadence $CDNS (-0.13%)
Constellation Software $CSU (+0.74%)
Costco $COST (-0.26%)
Crowdstrike $CRWD (+0.09%)
Fair Isaac $FICO (+0.22%)
Ferrari $RACE (+0.79%)
Hermes $RMS (-0.4%)
Hims & Hers $HIMS (-0.19%)
Intuit $INTU (+0.04%)
Intuitive Surgical $ISRG (+0.31%)
Mastercard $MA (-0.05%)
Microsoft $MSFT (+0.11%)
Moody's $MCO (+0%)
MSCI $MSCI (-0.39%)
Palantir $PLTR (-0.19%)
Robinhood $HOOD (-0.18%)
Roblox $RBLX
Shopify $SHOP (+0.45%)
Tesla $TSLA (+0.59%)
The Trade Desk $TTD (+0.02%)
Transdigm $TDG (+0.02%)
Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.
Your opinion?

