Airbnb $ABNB (-0,44 %)
Amazon $AMZN (-0,15 %)
Axon $AXON (-0,03 %)
Cadence $CDNS (-0,8 %)
Constellation Software $CSU (+0,57 %)
Costco $COST (+0,3 %)
Crowdstrike $CRWD (+1,99 %)
Fair Isaac $FICO (-0,51 %)
Ferrari $RACE (-0,77 %)
Hermes $RMS (-1,12 %)
Hims & Hers $HIMS (-0,28 %)
Intuit $INTU (+0,29 %)
Intuitive Surgical $ISRG (+0,63 %)
Mastercard $MA (+0,18 %)
Microsoft $MSFT (+0,28 %)
Moody's $MCO (+0 %)
MSCI $MSCI (+0,14 %)
Palantir $PLTR (+0,17 %)
Robinhood $HOOD (-1,12 %)
Roblox $RBLX (-1,51 %)
Shopify $SHOP (+0,35 %)
Tesla $TSLA (-0,6 %)
The Trade Desk $TTD (+0,16 %)
Transdigm $TDG (-0,47 %)
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?

