Airbnb $ABNB (-1,55 %)
Amazon $AMZN (+0,1 %)
Axon $AXON (-0,29 %)
Cadence $CDNS (-0,91 %)
Constellation Software $CSU (+0,19 %)
Costco $COST (-0,22 %)
Crowdstrike $CRWD (-0,51 %)
Fair Isaac $FICO (+0,03 %)
Ferrari $RACE (+0,21 %)
Hermes $RMS (-0,41 %)
Hims & Hers $HIMS (-3,59 %)
Intuit $INTU (+0,15 %)
Intuitive Surgical $ISRG (+0,01 %)
Mastercard $MA (-0,21 %)
Microsoft $MSFT (-0,01 %)
Moody's $MCO
MSCI $MSCI (+0,31 %)
Palantir $PLTR (-0,57 %)
Robinhood $HOOD (+0,12 %)
Roblox $RBLX (+0,62 %)
Shopify $SHOP (-1,36 %)
Tesla $TSLA (+0,39 %)
The Trade Desk $TTD (-0,09 %)
Transdigm $TDG (+0,09 %)
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?

