Airbnb $ABNB (-0,73%)
Amazon $AMZN (+0,11%)
Axon $AXON (-2,25%)
Cadence $CDNS (-0,21%)
Constellation Software $CSU (+0%)
Costco $COST (+2,27%)
Crowdstrike $CRWD (+1,78%)
Fair Isaac $FICO (+2,45%)
Ferrari $RACE (-1,11%)
Hermes $RMS (-0,31%)
Hims & Hers $HIMS (-2,87%)
Intuit $INTU (-0,29%)
Intuitive Surgical $ISRG (-2,09%)
Mastercard $MA (+1,22%)
Microsoft $MSFT (+1,54%)
Moody's $MCO (+0%)
MSCI $MSCI (+1,84%)
Palantir $PLTR (+1,5%)
Robinhood $HOOD (-1,24%)
Roblox $RBLX (+3,71%)
Shopify $SHOP (+0,63%)
Tesla $TSLA (-4,75%)
The Trade Desk $TTD (+0,74%)
Transdigm $TDG (-0,05%)
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?

