Airbnb $ABNB (-2.31%)
Amazon $AMZN (+1.27%)
Axon $AXON (+0.76%)
Cadence $CDNS (-0.43%)
Constellation Software $CSU (+2.81%)
Costco $COST (+0.1%)
Crowdstrike $CRWD (-0.49%)
Fair Isaac $FICO (-1.93%)
Ferrari $RACE (-0.9%)
Hermes $RMS (+0.23%)
Hims & Hers $HIMS (-3.47%)
Intuit $INTU (+2%)
Intuitive Surgical $ISRG (-3.89%)
Mastercard $MA (-2.02%)
Microsoft $MSFT (+2.62%)
Moody's $MCO (+0%)
MSCI $MSCI (-0.86%)
Palantir $PLTR (+1.58%)
Robinhood $HOOD (-0.27%)
Roblox $RBLX (-1.96%)
Shopify $SHOP (-0.61%)
Tesla $TSLA (-0.84%)
The Trade Desk $TTD (-1.03%)
Transdigm $TDG (-0.72%)
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?

