Airbnb $ABNB (-0.16%)
Amazon $AMZN (-1.23%)
Axon $AXON (+1.72%)
Cadence $CDNS (-0.08%)
Constellation Software $CSU (+2.3%)
Costco $COST (-4.24%)
Crowdstrike $CRWD (+8.15%)
Fair Isaac $FICO (-2.96%)
Ferrari $RACE (-1.5%)
Hermes $RMS (-1.33%)
Hims & Hers $HIMS (+2.74%)
Intuit $INTU (+5.12%)
Intuitive Surgical $ISRG (+0.16%)
Mastercard $MA (+0.24%)
Microsoft $MSFT (+4.66%)
Moody's $MCO (+0%)
MSCI $MSCI (+0.67%)
Palantir $PLTR (+9.02%)
Robinhood $HOOD (+11.69%)
Roblox $RBLX (+0.75%)
Shopify $SHOP (+3.25%)
Tesla $TSLA (-1.54%)
The Trade Desk $TTD (+1.68%)
Transdigm $TDG (+0.18%)
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?

