Airbnb $ABNB (-0,63 %)
Amazon $AMZN (-0,82 %)
Axon $AXON (-1,52 %)
Cadence $CDNS (-0,24 %)
Constellation Software $CSU (-1,9 %)
Costco $COST (-0,21 %)
Crowdstrike $CRWD (+0,23 %)
Fair Isaac $FICO (-0,75 %)
Ferrari $RACE (+0,05 %)
Hermes $RMS (-0,33 %)
Hims & Hers $HIMS (-0,88 %)
Intuit $INTU (-0,49 %)
Intuitive Surgical $ISRG (-0,51 %)
Mastercard $MA (-0,53 %)
Microsoft $MSFT (-0,91 %)
Moody's $MCO
MSCI $MSCI (-0,56 %)
Palantir $PLTR (-1,25 %)
Robinhood $HOOD (-0,21 %)
Roblox $RBLX (-0,9 %)
Shopify $SHOP (-1,32 %)
Tesla $TSLA (-0,48 %)
The Trade Desk $TTD (+3,29 %)
Transdigm $TDG (+0,24 %)
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?

