Airbnb $ABNB (+1,41%)
Amazon $AMZN (+1,22%)
Axon $AXON (-5,07%)
Cadence $CDNS (-0,2%)
Constellation Software $CSU (+0,65%)
Costco $COST (+2,48%)
Crowdstrike $CRWD (+0,02%)
Fair Isaac $FICO (+0,05%)
Ferrari $RACE (-2,75%)
Hermes $RMS (+0,68%)
Hims & Hers $HIMS (-8,53%)
Intuit $INTU (+1,32%)
Intuitive Surgical $ISRG (-1,57%)
Mastercard $MA (+3,8%)
Microsoft $MSFT (+1,34%)
Moody's $MCO
MSCI $MSCI (+1,5%)
Palantir $PLTR (-1,46%)
Robinhood $HOOD (-4,32%)
Roblox $RBLX (+0,61%)
Shopify $SHOP (+0,44%)
Tesla $TSLA (-3,68%)
The Trade Desk $TTD (+0,75%)
Transdigm $TDG (-0,1%)
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?

