Airbnb $ABNB (+0.01%)
Amazon $AMZN (+0.82%)
Axon $AXON (-1.89%)
Cadence $CDNS (+1.49%)
Constellation Software $CSU (+0.15%)
Costco $COST (+0.64%)
Crowdstrike $CRWD (+1.79%)
Fair Isaac $FICO (+3.42%)
Ferrari $RACE (+0%)
Hermes $RMS (+0.78%)
Hims & Hers $HIMS (+7.03%)
Intuit $INTU (-0.28%)
Intuitive Surgical $ISRG (-2.17%)
Mastercard $MA (+0.14%)
Microsoft $MSFT (+2.17%)
Moody's $MCO (+0%)
MSCI $MSCI (+1.01%)
Palantir $PLTR (+0.76%)
Robinhood $HOOD (-1.87%)
Roblox $RBLX (+0.99%)
Shopify $SHOP (+0.08%)
Tesla $TSLA (-1.11%)
The Trade Desk $TTD (+1.79%)
Transdigm $TDG (-3.43%)
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?

