Airbnb $ABNB (-6.69%)
Amazon $AMZN (-4.01%)
Axon $AXON (-4.4%)
Cadence $CDNS (-3.32%)
Constellation Software $CSU (-1.34%)
Costco $COST (+0.51%)
Crowdstrike $CRWD (-5.96%)
Fair Isaac $FICO (-2.72%)
Ferrari $RACE (-2.2%)
Hermes $RMS (-1.83%)
Hims & Hers $HIMS (-7.51%)
Intuit $INTU (-3.87%)
Intuitive Surgical $ISRG (-3.74%)
Mastercard $MA (-3.47%)
Microsoft $MSFT (-2.34%)
Moody's $MCO (+0%)
MSCI $MSCI (-1.93%)
Palantir $PLTR (-3.6%)
Robinhood $HOOD (-6.21%)
Roblox $RBLX (-3.2%)
Shopify $SHOP (-3.6%)
Tesla $TSLA (-3.18%)
The Trade Desk $TTD (-2.46%)
Transdigm $TDG (-0.61%)
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?

