Airbnb $ABNB (-2 %)
Amazon $AMZN (+0,16 %)
Axon $AXON (+1,25 %)
Cadence $CDNS (+0,69 %)
Constellation Software $CSU (+0,16 %)
Costco $COST (-0,08 %)
Crowdstrike $CRWD (-0,11 %)
Fair Isaac $FICO (+0,68 %)
Ferrari $RACE (+0,33 %)
Hermes $RMS (-0,07 %)
Hims & Hers $HIMS (+0,37 %)
Intuit $INTU (-0,14 %)
Intuitive Surgical $ISRG (-0,46 %)
Mastercard $MA (-0,07 %)
Microsoft $MSFT (+0,17 %)
Moody's $MCO (+0 %)
MSCI $MSCI (+0,02 %)
Palantir $PLTR (+0,25 %)
Robinhood $HOOD (-0,82 %)
Roblox $RBLX (-0,52 %)
Shopify $SHOP (+0,34 %)
Tesla $TSLA (+0,64 %)
The Trade Desk $TTD (-0,15 %)
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?

