Airbnb $ABNB (+0,18%)
Amazon $AMZN (+0,41%)
Axon $AXON (-0,4%)
Cadence $CDNS (-0,1%)
Constellation Software $CSU (-0,39%)
Costco $COST (-0,05%)
Crowdstrike $CRWD (+0,53%)
Fair Isaac $FICO (-0,1%)
Ferrari $RACE (-0,28%)
Hermes $RMS (-0,22%)
Hims & Hers $HIMS (+1,29%)
Intuit $INTU (+0,41%)
Intuitive Surgical $ISRG (+0,51%)
Mastercard $MA (-0,31%)
Microsoft $MSFT (+0,44%)
Moody's $MCO (+0%)
MSCI $MSCI (+0,13%)
Palantir $PLTR (+3,97%)
Robinhood $HOOD (+0,82%)
Roblox $RBLX (+0,87%)
Shopify $SHOP (+1,17%)
Tesla $TSLA (+0,9%)
The Trade Desk $TTD (+0,83%)
Transdigm $TDG (-0,43%)
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?

