Airbnb $ABNB (-1.55%)
Amazon $AMZN (-2.34%)
Axon $AXON (+1%)
Cadence $CDNS (-0.81%)
Constellation Software $CSU (+6.34%)
Costco $COST (+1.91%)
Crowdstrike $CRWD (+0.76%)
Fair Isaac $FICO (-0.08%)
Ferrari $RACE (-1.86%)
Hermes $RMS (-0.54%)
Hims & Hers $HIMS (-1.1%)
Intuit $INTU (+3.68%)
Intuitive Surgical $ISRG (-1.23%)
Mastercard $MA (-0.55%)
Microsoft $MSFT (-0.48%)
Moody's $MCO (+0%)
MSCI $MSCI (+0.47%)
Palantir $PLTR (+2.91%)
Robinhood $HOOD (-4.81%)
Roblox $RBLX (-3.52%)
Shopify $SHOP (-3.23%)
Tesla $TSLA (-2.04%)
The Trade Desk $TTD (-2.17%)
Transdigm $TDG (-0.13%)
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?

