Airbnb $ABNB (+0,34%)
Amazon $AMZN (+1,6%)
Axon $AXON (+2,6%)
Cadence $CDNS (+2,53%)
Constellation Software $CSU (+1,2%)
Costco $COST (-1,07%)
Crowdstrike $CRWD (+0,8%)
Fair Isaac $FICO (+2,99%)
Ferrari $RACE (+1,3%)
Hermes $RMS (-0,95%)
Hims & Hers $HIMS (+0,83%)
Intuit $INTU (+1,57%)
Intuitive Surgical $ISRG (-1%)
Mastercard $MA (+0,25%)
Microsoft $MSFT (+0,44%)
Moody's $MCO (+0%)
MSCI $MSCI (+0,54%)
Palantir $PLTR (+1,96%)
Robinhood $HOOD (+3,86%)
Roblox $RBLX
Shopify $SHOP (+3,54%)
Tesla $TSLA (-3,25%)
The Trade Desk $TTD (-3,9%)
Transdigm $TDG (+0,69%)
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?

