Airbnb $ABNB (-6,73 %)
Amazon $AMZN (-3,89 %)
Axon $AXON (-4,19 %)
Cadence $CDNS (-3,22 %)
Constellation Software $CSU (-1,2 %)
Costco $COST (+0,48 %)
Crowdstrike $CRWD (-6,08 %)
Fair Isaac $FICO (-2,62 %)
Ferrari $RACE (-2,04 %)
Hermes $RMS (-1,89 %)
Hims & Hers $HIMS (-7,19 %)
Intuit $INTU (-3,74 %)
Intuitive Surgical $ISRG (-3,85 %)
Mastercard $MA (-3,41 %)
Microsoft $MSFT (-2,39 %)
Moody's $MCO (+0 %)
MSCI $MSCI (-1,96 %)
Palantir $PLTR (-3,43 %)
Robinhood $HOOD (-6,4 %)
Roblox $RBLX (-3,2 %)
Shopify $SHOP (-3,73 %)
Tesla $TSLA (-2,89 %)
The Trade Desk $TTD (-2,33 %)
Transdigm $TDG (-0,9 %)
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?

