Airbnb $ABNB (-4.7%)
Amazon $AMZN (-4.95%)
Axon $AXON (-4.08%)
Cadence $CDNS (-3.26%)
Constellation Software $CSU (-2.07%)
Costco $COST (-1.92%)
Crowdstrike $CRWD (-3.55%)
Fair Isaac $FICO (-2.9%)
Ferrari $RACE (+0.94%)
Hermes $RMS (-1.9%)
Hims & Hers $HIMS (-9.32%)
Intuit $INTU (-3.84%)
Intuitive Surgical $ISRG (-4.87%)
Mastercard $MA (-3.43%)
Microsoft $MSFT (-3.93%)
Moody's $MCO (-0%)
MSCI $MSCI (-2.02%)
Palantir $PLTR (-5.48%)
Robinhood $HOOD (-6.43%)
Roblox $RBLX
Shopify $SHOP (-5.82%)
Tesla $TSLA (-5.06%)
The Trade Desk $TTD (-3.73%)
Transdigm $TDG (-1.15%)
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?