Airbnb $ABNB (-0.24%)
Amazon $AMZN (-0.53%)
Axon $AXON (+0.03%)
Cadence $CDNS (-0.97%)
Constellation Software $CSU (-0.35%)
Costco $COST (+0.06%)
Crowdstrike $CRWD (-0.44%)
Fair Isaac $FICO (-0.1%)
Ferrari $RACE (+0.26%)
Hermes $RMS (+0.51%)
Hims & Hers $HIMS (-2.62%)
Intuit $INTU (+0.41%)
Intuitive Surgical $ISRG (-0.28%)
Mastercard $MA (+0.13%)
Microsoft $MSFT (-0.12%)
Moody's $MCO (+0%)
MSCI $MSCI (-0.75%)
Palantir $PLTR (-1.44%)
Robinhood $HOOD (-2.16%)
Roblox $RBLX
Shopify $SHOP (-0.91%)
Tesla $TSLA (-2.69%)
The Trade Desk $TTD (-0.49%)
Transdigm $TDG (-0.29%)
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?

