Airbnb $ABNB (+0,29%)
Amazon $AMZN (-0,23%)
Axon $AXON (-0,11%)
Cadence $CDNS (-0,63%)
Constellation Software $CSU (-4,65%)
Costco $COST (-0,81%)
Crowdstrike $CRWD (+12,71%)
Fair Isaac $FICO (-5,05%)
Ferrari $RACE (-1,37%)
Hermes $RMS (-0,33%)
Hims & Hers $HIMS (+2,9%)
Intuit $INTU (-2,54%)
Intuitive Surgical $ISRG (-7,11%)
Mastercard $MA (-0,39%)
Microsoft $MSFT (-1,69%)
Moody's $MCO (+0%)
MSCI $MSCI (-1,78%)
Palantir $PLTR (+3,03%)
Robinhood $HOOD (+3,02%)
Roblox $RBLX (-1,45%)
Shopify $SHOP (+0,53%)
Tesla $TSLA (+0,03%)
The Trade Desk $TTD (-4,88%)
Transdigm $TDG (-1,84%)
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?

