Airbnb $ABNB (+3,74 %)
Amazon $AMZN (+1,72 %)
Axon $AXON (+6,03 %)
Cadence $CDNS (+0,55 %)
Constellation Software $CSU (+2,14 %)
Costco $COST (-0,82 %)
Crowdstrike $CRWD (+307,83 %)
Fair Isaac $FICO (+0,81 %)
Ferrari $RACE (+1,02 %)
Hermes $RMS (-0,61 %)
Hims & Hers $HIMS (+8,87 %)
Intuit $INTU (+3,15 %)
Intuitive Surgical $ISRG (+1,47 %)
Mastercard $MA (+2,66 %)
Microsoft $MSFT (+3,47 %)
Moody's $MCO (+0 %)
MSCI $MSCI (+4,32 %)
Palantir $PLTR (+6,38 %)
Robinhood $HOOD (+8,61 %)
Roblox $RBLX (+6,62 %)
Shopify $SHOP (+7,18 %)
Tesla $TSLA (+1,98 %)
The Trade Desk $TTD (+6,33 %)
Transdigm $TDG (-1,33 %)
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?

