Airbnb $ABNB (-1,9 %)
Amazon $AMZN (+1,69 %)
Axon $AXON (-0,3 %)
Cadence $CDNS (-0,77 %)
Constellation Software $CSU (+1,03 %)
Costco $COST (+2,26 %)
Crowdstrike $CRWD (-0,32 %)
Fair Isaac $FICO (+1,47 %)
Ferrari $RACE (-0,23 %)
Hermes $RMS (-1,41 %)
Hims & Hers $HIMS (-14,81 %)
Intuit $INTU (+1,14 %)
Intuitive Surgical $ISRG (-1,91 %)
Mastercard $MA (+0,84 %)
Microsoft $MSFT (-1,35 %)
Moody's $MCO
MSCI $MSCI (+2,15 %)
Palantir $PLTR (-0,1 %)
Robinhood $HOOD (-2,16 %)
Roblox $RBLX (-0,87 %)
Shopify $SHOP (-2,79 %)
Tesla $TSLA (+0,67 %)
The Trade Desk $TTD (-14,24 %)
Transdigm $TDG (+1,96 %)
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?

