Airbnb $ABNB (-0,16 %)
Amazon $AMZN (-1,23 %)
Axon $AXON (+1,72 %)
Cadence $CDNS (-0,08 %)
Constellation Software $CSU (+2,3 %)
Costco $COST (-4,24 %)
Crowdstrike $CRWD (+8,15 %)
Fair Isaac $FICO (-2,96 %)
Ferrari $RACE (-1,5 %)
Hermes $RMS (-1,33 %)
Hims & Hers $HIMS (+2,74 %)
Intuit $INTU (+5,12 %)
Intuitive Surgical $ISRG (+0,16 %)
Mastercard $MA (+0,24 %)
Microsoft $MSFT (+4,66 %)
Moody's $MCO (+0 %)
MSCI $MSCI (+0,67 %)
Palantir $PLTR (+9,02 %)
Robinhood $HOOD (+11,69 %)
Roblox $RBLX (+0,75 %)
Shopify $SHOP (+3,25 %)
Tesla $TSLA (-1,54 %)
The Trade Desk $TTD (+1,68 %)
Transdigm $TDG (+0,18 %)
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?

