Airbnb $ABNB (+0.39%)
Amazon $AMZN (+1.56%)
Axon $AXON (+2.82%)
Cadence $CDNS (+2.6%)
Constellation Software $CSU (+1.2%)
Costco $COST (-1.02%)
Crowdstrike $CRWD (+0.86%)
Fair Isaac $FICO (+3.16%)
Ferrari $RACE (+1.37%)
Hermes $RMS (-1%)
Hims & Hers $HIMS (+1.27%)
Intuit $INTU (+1.64%)
Intuitive Surgical $ISRG (-1.06%)
Mastercard $MA (-0.34%)
Microsoft $MSFT (+0.63%)
Moody's $MCO (+0%)
MSCI $MSCI (+0.6%)
Palantir $PLTR (+2.29%)
Robinhood $HOOD (+4.02%)
Roblox $RBLX
Shopify $SHOP (+3.64%)
Tesla $TSLA (-3.07%)
The Trade Desk $TTD (-3.92%)
Transdigm $TDG (+0.62%)
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?

