Airbnb $ABNB (-0,4%)
Amazon $AMZN (+0,09%)
Axon $AXON (+0,16%)
Cadence $CDNS (-0,13%)
Constellation Software $CSU (+0,74%)
Costco $COST (-0,26%)
Crowdstrike $CRWD (+0,09%)
Fair Isaac $FICO (+0,22%)
Ferrari $RACE (+0,79%)
Hermes $RMS (-0,4%)
Hims & Hers $HIMS (-0,19%)
Intuit $INTU (+0,04%)
Intuitive Surgical $ISRG (+0,31%)
Mastercard $MA (-0,05%)
Microsoft $MSFT (+0,11%)
Moody's $MCO (+0%)
MSCI $MSCI (-0,39%)
Palantir $PLTR (-0,19%)
Robinhood $HOOD (-0,18%)
Roblox $RBLX
Shopify $SHOP (+0,45%)
Tesla $TSLA (+0,59%)
The Trade Desk $TTD (+0,02%)
Transdigm $TDG (+0,02%)
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?

