Airbnb $ABNB (+1,35%)
Amazon $AMZN (+1,9%)
Axon $AXON (-0,98%)
Cadence $CDNS (-1,38%)
Constellation Software $CSU (-1,67%)
Costco $COST (+3,47%)
Crowdstrike $CRWD (+0,15%)
Fair Isaac $FICO (-0,2%)
Ferrari $RACE (+1,62%)
Hermes $RMS (+0,76%)
Hims & Hers $HIMS (-1,66%)
Intuit $INTU (-1,75%)
Intuitive Surgical $ISRG (-1,65%)
Mastercard $MA (+3,81%)
Microsoft $MSFT (-0,94%)
Moody's $MCO (+0%)
MSCI $MSCI (+3,11%)
Palantir $PLTR (+7,89%)
Robinhood $HOOD (-8,93%)
Roblox $RBLX (+3,6%)
Shopify $SHOP (+1,2%)
Tesla $TSLA (-1,35%)
The Trade Desk $TTD (-1,56%)
Transdigm $TDG (+2,85%)
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?

