Airbnb $ABNB (-1,28%)
Amazon $AMZN (-1,98%)
Axon $AXON (-0,5%)
Cadence $CDNS (+0,56%)
Constellation Software $CSU (+0,48%)
Costco $COST (-0,99%)
Crowdstrike $CRWD (-0,19%)
Fair Isaac $FICO (-0,66%)
Ferrari $RACE (-0,59%)
Hermes $RMS (-0,79%)
Hims & Hers $HIMS (+0,19%)
Intuit $INTU (-3,12%)
Intuitive Surgical $ISRG (-0,47%)
Mastercard $MA (-1,34%)
Microsoft $MSFT (-2,44%)
Moody's $MCO (+0%)
MSCI $MSCI (+0%)
Palantir $PLTR (+2,08%)
Robinhood $HOOD (+1,28%)
Roblox $RBLX (-0,94%)
Shopify $SHOP (-1,28%)
Tesla $TSLA (+0,03%)
The Trade Desk $TTD (-2,25%)
Transdigm $TDG (+3,09%)
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?

