Airbnb $ABNB (-2%)
Amazon $AMZN (+0.11%)
Axon $AXON (+0.91%)
Cadence $CDNS (+0.6%)
Constellation Software $CSU (+0.09%)
Costco $COST (-0.08%)
Crowdstrike $CRWD (-0.11%)
Fair Isaac $FICO (+0.68%)
Ferrari $RACE (+0.42%)
Hermes $RMS (-0.36%)
Hims & Hers $HIMS (+0.27%)
Intuit $INTU (-0.14%)
Intuitive Surgical $ISRG (-0.46%)
Mastercard $MA (+0.02%)
Microsoft $MSFT (+0.1%)
Moody's $MCO (+0%)
MSCI $MSCI (+0%)
Palantir $PLTR (+0.26%)
Robinhood $HOOD (-0.82%)
Roblox $RBLX (-0.52%)
Shopify $SHOP (+0.34%)
Tesla $TSLA (+0.57%)
The Trade Desk $TTD (-0.24%)
Transdigm $TDG (+0%)
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?

