Airbnb $ABNB (-0,95%)
Amazon $AMZN (-1,32%)
Axon $AXON (-1%)
Cadence $CDNS (+0,02%)
Constellation Software $CSU (-1,7%)
Costco $COST (+0,06%)
Crowdstrike $CRWD (+1,94%)
Fair Isaac $FICO (-1,88%)
Ferrari $RACE (+0,31%)
Hermes $RMS (-0,19%)
Hims & Hers $HIMS (+0,44%)
Intuit $INTU (+1,13%)
Intuitive Surgical $ISRG (-1,44%)
Mastercard $MA (-0,8%)
Microsoft $MSFT (-1,03%)
Moody's $MCO
MSCI $MSCI (-0,77%)
Palantir $PLTR (-0,04%)
Robinhood $HOOD (-1,27%)
Roblox $RBLX (+0,3%)
Shopify $SHOP (-2,37%)
Tesla $TSLA (+1,31%)
The Trade Desk $TTD (+2,9%)
Transdigm $TDG (-1,71%)
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?

