Some of the companies outlined below are consensus longs whi...

Some of the companies outlined below are consensus longs while others are overlooked. I'd welcome any other notable ideas [preferably >$750Mm market cap] so comment below...

Media / Entertainment || $奈飞 (NFLX.US)$  / $Live Nation Entertainment (LYV.US)$ / $Liberty Formula One-C (FWONK.US)$ / $TKO Group Holdings (TKO.US)$
互联网 || $Meta Platforms (META.US)$ / $谷歌-A (GOOGL.US)$ / $Pinterest (PINS.US)$ / $Booking Holdings (BKNG.US)$ / $亚马逊 (AMZN.US)$ / $MercadoLibre (MELI.US)$ / $MakeMyTrip (MMYT.US)$ / $Despegar.com (DESP.US)$
房地产业 || $科斯塔 (CSGP.US)$ / $Zillow-C (Z.US)$
软件 || $微软 (MSFT.US)$ / $Procore Technologies (PCOR.US)$ / $财捷 (INTU.US)$ / $The Trade Desk (TTD.US)$ / $泰勒科技 (TYL.US)$ / $CrowdStrike (CRWD.US)$ / $Palo Alto Networks (PANW.US)$ / $Zscaler (ZS.US)$ / $Intapp (INTA.US)$ / $MongoDB (MDB.US)$ / $Adobe (ADBE.US)$ / $Shopify (SHOP.US)$ / $Datadog (DDOG.US)$
游戏 || $EVOLUTION AB UNSP ADR EACH REPR 1 ORD SHS (EVVTY.US)$ / $Take-Two互动软件 (TTWO.US)$ / $任天堂(ADR) (NTDOY.US)$
支付 || $Visa (V.US)$ / $Shift4 Payments (FOUR.US)$ / $ADYEN NV (ADYEY.US)$ / $Flywire (FLYW.US)$
零售 || $TJX公司 (TJX.US)$ / $Restoration Hardware (RH.US)$ / $沃尔玛 (WMT.US)$ / $好市多 (COST.US)$ / $Ulta美容 (ULTA.US)$ / $汽车地带 (AZO.US)$ / $百思买 (BBY.US)$ / $美国达乐公司 (DG.US)$
消费者 || $星座品牌 (STZ.US)$ / $耐克 (NKE.US)$ / $泰浦陛迪国际公司 (TPX.US)$ / $拖拉机供应公司 (TSCO.US)$ / $e.l.f. Beauty (ELF.US)$ / $Celsius Holdings (CELH.US)$ / $Lululemon Athletica (LULU.US)$
半导体/半导体设备 || $美光科技 (MU.US)$ / $超微电脑 (SMCI.US)$ / $台积电 (TSM.US)$ / $迈威尔科技 (MRVL.US)$ / $美国超微公司 (AMD.US)$ / $Vertiv Holdings (VRT.US)$
其他 || $法拉利 (RACE.US)$ / $Axon Enterprise (AXON.US)$ / $Ferguson (FERG.US)$ / $Impinj (PI.US)$