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 || $Netflix(NFLX.US)$ / $Live Nation Entertainment(LYV.US)$ / $Liberty Formula One-C(FWONK.US)$ / $TKO Group Holdings(TKO.US)$
Internet || $Meta Platforms(META.US)$ / $Alphabet-A(GOOGL.US)$ / $Pinterest(PINS.US)$ / $Booking Holdings(BKNG.US)$ / $Amazon(AMZN.US)$ / $MercadoLibre(MELI.US)$ / $MakeMyTrip(MMYT.US)$ / $Despegar.com(DESP.US)$
Real Estate || $CoStar(CSGP.US)$ / $Zillow-C(Z.US)$
Software || $Microsoft(MSFT.US)$ / $Procore Technologies(PCOR.US)$ / $Intuit(INTU.US)$ / $The Trade Desk(TTD.US)$ / $Tyler Technologies(TYL.US)$ / $CrowdStrike(CRWD.US)$ / $Palo Alto Networks(PANW.US)$ / $Zscaler(ZS.US)$ / $Intapp(INTA.US)$ / $MongoDB(MDB.US)$ / $Adobe(ADBE.US)$ / $Shopify(SHOP.US)$ / $Datadog(DDOG.US)$
Gaming || $EVOLUTION AB UNSP ADR EACH REPR 1 ORD SHS(EVVTY.US)$ / $Take-Two Interactive Software(TTWO.US)$ / $Nintendo (ADR)(NTDOY.US)$
Payments || $Visa(V.US)$ / $Shift4 Payments(FOUR.US)$ / $Adyen N.V. Unsponsored ADR(ADYEY.US)$ / $Flywire(FLYW.US)$
Retail || $TJX Companies(TJX.US)$ / $Restoration Hardware(RH.US)$ / $Walmart(WMT.US)$ / $Costco(COST.US)$ / $Ulta Beauty(ULTA.US)$ / $AutoZone(AZO.US)$ / $Best Buy(BBY.US)$ / $Dollar General(DG.US)$
Consumer || $Constellation Brands(STZ.US)$ / $Nike(NKE.US)$ / $Tempur Sealy International(TPX.US)$ / $Tractor Supply(TSCO.US)$ / $e.l.f. Beauty(ELF.US)$ / $Celsius Holdings(CELH.US)$ / $Lululemon Athletica(LULU.US)$
Semi / Semi Equipment || $Micron Technology(MU.US)$ / $Super Micro Computer(SMCI.US)$ / $Taiwan Semiconductor(TSM.US)$ / $Marvell Technology(MRVL.US)$ / $Advanced Micro Devices(AMD.US)$ / $Vertiv Holdings(VRT.US)$
Miscellaneous || $Ferrari(RACE.US)$ / $Axon Enterprise(AXON.US)$ / $Ferguson(FERG.US)$ / $Impinj(PI.US)$