Airbnb $ABNB (-0.05%)
Amazon $AMZN (+6.74%)
Axon $AXON (+0.93%)
Cadence $CDNS (+2.14%)
Constellation Software $CSU (+0.83%)
Costco $COST (-0.21%)
Crowdstrike $CRWD (+2.97%)
Fair Isaac $FICO (-1.54%)
Ferrari $RACE (-0.2%)
Hermes $RMS (-0.74%)
Hims & Hers $HIMS (+2.22%)
Intuit $INTU (+0.14%)
Intuitive Surgical $ISRG (+0.29%)
Mastercard $MA (+0.34%)
Microsoft $MSFT (+3.6%)
Moody's $MCO (+0%)
MSCI $MSCI (-0.02%)
Palantir $PLTR (+0.05%)
Robinhood $HOOD (-0.69%)
Roblox $RBLX (-17.16%)
Shopify $SHOP (-4.31%)
Tesla $TSLA (+0.25%)
The Trade Desk $TTD (-1.51%)
Transdigm $TDG (+0.23%)
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?

