Airbnb $ABNB (-6,66 %)
Amazon $AMZN (-4,03 %)
Axon $AXON (-4,31 %)
Cadence $CDNS (-3,37 %)
Constellation Software $CSU (-1,34 %)
Costco $COST (+0,34 %)
Crowdstrike $CRWD (-6,03 %)
Fair Isaac $FICO (-2,77 %)
Ferrari $RACE (-2,17 %)
Hermes $RMS (-1,83 %)
Hims & Hers $HIMS (-7,56 %)
Intuit $INTU (-3,88 %)
Intuitive Surgical $ISRG (-3,82 %)
Mastercard $MA (-3,54 %)
Microsoft $MSFT (-2,31 %)
Moody's $MCO (+0 %)
MSCI $MSCI (-1,9 %)
Palantir $PLTR (-3,59 %)
Robinhood $HOOD (-6,22 %)
Roblox $RBLX (-3,2 %)
Shopify $SHOP (-3,71 %)
Tesla $TSLA (-3,2 %)
The Trade Desk $TTD (-2,43 %)
Transdigm $TDG (-0,61 %)
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?

