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?

