LULU
Monitor / Not Yet
lululemon athletica inc.
HLF
Avoid
Herbalife Ltd.
MNDY
Buy on Weakness
monday.com Ltd.
KVYO
Buy on Weakness
Klaviyo, Inc.
GTLB
Monitor / Not Yet
GitLab Inc.
DLO
Buy on Weakness
DLocal Limited
NFLX
Buy on Weakness
Netflix, Inc.
HHH
Buy on Weakness
Howard Hughes Holdings Inc.
HLF
Buy on Weakness
Herbalife Ltd.
POOL
Buy on Weakness
Pool Corporation
APTV
Buy on Weakness
Aptiv PLC
ONON
Buy on Weakness
On Holding AG
META
Buy on Weakness
Meta Platforms, Inc.
KLAR
Buy on Weakness
Klarna Group plc
QCOM
Monitor / Not Yet
QUALCOMM Incorporated
SFM
Buy on Weakness
Sprouts Farmers Market, Inc.
PDD
Buy on Weakness
PDD Holdings Inc.
NCLH
Buy on Weakness
Norwegian Cruise Line Holdings Ltd.
APP
Buy on Weakness
AppLovin Corporation
TMDX
Buy on Weakness
TransMedics Group, Inc.
MOH
Monitor / Not Yet
Molina Healthcare, Inc.
IBKR
Buy on Weakness
Interactive Brokers Group, Inc.
GCT
Buy on Weakness
GigaCloud Technology Inc.
EYE
Monitor / Not Yet
National Vision Holdings, Inc.
ETOR
Buy on Weakness
eToro Group Ltd.
INOD
Buy on Weakness
Innodata Inc.
TTD
Monitor / Not Yet
The Trade Desk, Inc.
RDDT
Buy on Weakness
Reddit, Inc.
UBER
Buy on Weakness
Uber Technologies, Inc.
CELH
Buy on Weakness
Celsius Holdings, Inc.
CRM
Buy on Weakness
Salesforce, Inc.
ZETA
Buy on Weakness
Zeta Global Holdings Corp.
WRB
Buy on Weakness
W. R. Berkley Corporation
GSL
Buy on Weakness
Global Ship Lease, Inc.
CMG
Buy on Weakness
Chipotle Mexican Grill, Inc.
INTU
Buy on Weakness
Intuit Inc.
ICLR
Buy on Weakness
ICON plc
KARO
Buy on Weakness
Karooooo Ltd.
TEAM
Buy on Weakness
Atlassian Corporation
MU
Buy on Weakness
Micron Technology, Inc.
ASML
Buy on Weakness
ASML Holding N.V.
AMD
Monitor / Not Yet
Advanced Micro Devices, Inc.
ZTS
Buy on Weakness
Zoetis Inc.
TSLA
Monitor / Not Yet
Tesla, Inc.
SRAD
Buy on Weakness
Sportradar Group AG
SONY
Buy on Weakness
Sony Group Corporation
SOFI
Buy on Weakness
SoFi Technologies, Inc.
PYPL
Buy on Weakness
PayPal Holdings, Inc.
NVO
Buy on Weakness
Novo Nordisk A/S
NVDA
Monitor / Not Yet
NVIDIA Corporation
MSFT
Buy on Weakness
Microsoft Corporation
KSPI
Buy on Weakness
Joint Stock Company Kaspi.kz
ILMN
Monitor / Not Yet
Illumina, Inc.
HTZ
Avoid
Hertz Global Holdings, Inc.
GOOGL
Buy on Weakness
Alphabet Inc.
ELV
Buy on Weakness
Elevance Health, Inc.
CNSWF
Buy on Weakness
Constellation Software Inc.
CNC
Buy on Weakness
Centene Corporation
CI
Buy on Weakness
The Cigna Group
BSX
Buy on Weakness
Boston Scientific Corporation
AMZN
Buy on Weakness
Amazon.com, Inc.
AAPL
Monitor / Not Yet
Apple Inc.
UNH
Buy on Weakness
UnitedHealth Group Incorporated
SEG
Monitor / Not Yet
Seaport Entertainment Group Inc.
SE
Buy on Weakness
Sea Limited
OXY
Buy on Weakness
Occidental Petroleum Corporation
OSCR
Buy on Weakness
Oscar Health, Inc.
NOW
Buy on Weakness
ServiceNow, Inc.
NKE
Buy on Weakness
NIKE, Inc.
MELI
Buy on Weakness
MercadoLibre, Inc.
HPQ
Buy on Weakness
HP Inc.
CROX
Buy on Weakness
Crocs, Inc.
BABA
Buy on Weakness
Alibaba Group Holding Limited
ADBE
Buy on Weakness
Adobe Inc.
QFIN
Monitor / Not Yet
Qfin Holdings, Inc.
OMSE
Buy on Weakness
OMS Energy Technologies Inc.
ODV
Buy on Weakness
Osisko Development Corp.
CMCSA
Buy on Weakness / Monitor
Comcast Corporation
FINV
Buy on Weakness / Speculative
FinVolution Group
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