Airbnb $ABNB (-1,09 %)
Amazon $AMZN (-2,07 %)
Axon $AXON (-1,45 %)
Cadence $CDNS (-0,03 %)
Constellation Software $CSU (-0,94 %)
Costco $COST (-2,88 %)
Crowdstrike $CRWD (-4,19 %)
Fair Isaac $FICO (-0,15 %)
Ferrari $RACE (+0,09 %)
Hermes $RMS (-1,14 %)
Hims & Hers $HIMS (+6,69 %)
Intuit $INTU (-0,21 %)
Intuitive Surgical $ISRG (-2,4 %)
Mastercard $MA (+0,67 %)
Microsoft $MSFT (-0,68 %)
Moody's $MCO
MSCI $MSCI (+0,33 %)
Palantir $PLTR (-0,17 %)
Robinhood $HOOD (+0,53 %)
Roblox $RBLX (-2,42 %)
Shopify $SHOP (-1,21 %)
Tesla $TSLA (-2,62 %)
The Trade Desk $TTD (-1,89 %)
Transdigm $TDG (-0,62 %)
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?

