Airbnb $ABNB (+1.34%)
Amazon $AMZN (-0.59%)
Axon $AXON (-2.66%)
Cadence $CDNS (-0.96%)
Constellation Software $CSU (+2.94%)
Costco $COST (+0.71%)
Crowdstrike $CRWD (-5.73%)
Fair Isaac $FICO (-2.37%)
Ferrari $RACE (+0.53%)
Hermes $RMS (+0.55%)
Hims & Hers $HIMS (-4.33%)
Intuit $INTU (+1.28%)
Intuitive Surgical $ISRG (-0.99%)
Mastercard $MA (+0.65%)
Microsoft $MSFT (+0.74%)
Moody's $MCO (+0%)
MSCI $MSCI (+0.34%)
Palantir $PLTR (-1.74%)
Robinhood $HOOD (-4.44%)
Roblox $RBLX (-1.43%)
Shopify $SHOP (+0.69%)
Tesla $TSLA (-1.33%)
The Trade Desk $TTD (-0.96%)
Transdigm $TDG (+0.44%)
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?

