Airbnb $ABNB (-0,66%)
Amazon $AMZN (+0,21%)
Axon $AXON (-0,92%)
Cadence $CDNS (+3,85%)
Constellation Software $CSU (+0,32%)
Costco $COST (-1,91%)
Crowdstrike $CRWD (+1,87%)
Fair Isaac $FICO
Ferrari $RACE (+0,17%)
Hermes $RMS (-1,25%)
Hims & Hers $HIMS (-1,35%)
Intuit $INTU (+3,84%)
Intuitive Surgical $ISRG (-0,71%)
Mastercard $MA (+0,23%)
Microsoft $MSFT (-0,26%)
Moody's $MCO (+0%)
MSCI $MSCI (+0,16%)
Palantir $PLTR (-0,35%)
Robinhood $HOOD (-3,25%)
Roblox $RBLX (+4,01%)
Shopify $SHOP (-1,77%)
Tesla $TSLA (+0,31%)
The Trade Desk $TTD (+5,22%)
Transdigm $TDG (+0,48%)
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?

