Airbnb $ABNB (+1,36%)
Amazon $AMZN (+3,03%)
Axon $AXON (+1,12%)
Cadence $CDNS (+4,98%)
Constellation Software $CSU (-3,62%)
Costco $COST (-0,61%)
Crowdstrike $CRWD (+0,2%)
Fair Isaac $FICO (+2,21%)
Ferrari $RACE (-0,79%)
Hermes $RMS (-0,35%)
Hims & Hers $HIMS (+8,01%)
Intuit $INTU (+2,99%)
Intuitive Surgical $ISRG (+0,63%)
Mastercard $MA (+0,07%)
Microsoft $MSFT (+1,38%)
Moody's $MCO (+0%)
MSCI $MSCI (-1,21%)
Palantir $PLTR (+0,13%)
Robinhood $HOOD (+0,68%)
Roblox $RBLX (+0,63%)
Shopify $SHOP (+1,03%)
Tesla $TSLA (+0,55%)
The Trade Desk $TTD (+5,83%)
Transdigm $TDG (-1,75%)
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?

