Here are 10 stocks I would be adding to my portfolio

If you're under the age of 40, this pullback is a gift.

Here are 10 stocks I would be adding to my portfolio:

1. $Broadcom(AVGO)$

AI semiconductor revenue grew 221% to $16.7B last quarter, and Broadcom guided Q4 AI revenue to $21.7B, up 236%. Hock Tan says Broadcom has secured the supply to meet its fiscal 2027 outlook.

Q2 revenue grew 454% to $582.3M, and ARR reached $3.0B at the end of June. Nebius has a Microsoft contract worth up to $19.4B and a Meta deal worth up to $27B, and expects 5 GW of contracted power by the end of 2026.

3. $Credo Technology Group Holding Ltd(CRDO)$

Revenue grew about 115% to $479M last quarter, and Credo guided the current quarter to $525M to $535M. Management expects more than $600M of optics revenue this fiscal year.

4. $Vistra Energy Corp.(VST)$

Vistra signed 20-year nuclear power agreements with Meta covering 2,609 MW, plus a deal to supply AWS with up to 1,200 MW from Comanche Peak. Q3 results land Nov 6.

5. $IREN Ltd(IREN)$

IREN has a $9.7B five-year AI cloud contract with Microsoft and is targeting more than $4B of ARR from its 2026 capacity. It plans to reach 0.8 GW of IT capacity in 2027, with a pipeline above 5 GW.

6. $Amazon.com(AMZN)$

AWS revenue grew 37% to $42.2B last quarter, its fastest growth in 18 quarters, and the AWS backlog stands at $496B. Anthropic committed more than $100B to AWS over 10 years, and OpenAI expanded its AWS deal by $100B. Q3 results land Oct 29.

7. $Alphabet(GOOG)$

Google Cloud revenue grew 82% to $24.8B last quarter, and Cloud operating income more than tripled to $8.8B. Google Cloud's backlog sits at $513.9B, and the Gemini app has 950M monthly active users. Q3 results land Oct 28.

8. $Marvell Technology(MRVL)$

Record revenue of $2.74B last quarter, up 37%, with data center at 79% of sales. At its Oct 6 investor day, Marvell laid out a target of $70B to $90B in revenue by fiscal 2031.

9. $NVIDIA(NVDA)$

Data center revenue grew 117% to $89.0B last quarter. Nvidia guided Q3 revenue to $108B, and Vera Rubin is now in full production.

10. $Amkor Technology(AMKR)$

Q2 sales grew 26% to $1.90B with record computing revenue. Amkor signed a $1.5B multi-year advanced packaging agreement with Nvidia to expand its Arizona capacity, and Q3 results land Oct 26.

Markets are always moving - and sometimes, the best move is knowing what works for you.

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