Just been looking at the current tech selloff and honestly, there's some really solid stocks to buy now if you've got some dry powder. The S&P 500 is hitting all-time highs but a bunch of the biggest tech names have pulled back hard from their peaks. That's the kind of setup I actually like.

Let me break down five plays that caught my attention. Each one is down meaningfully from recent highs, which makes them worth a serious look right now.

First up is Taiwan Semiconductor. Look, any real conversation about tech infrastructure has to include them. They're basically the backbone of everything AI-related - without TSMC, none of this cutting-edge stuff happens. The company's signaling nearly 30% growth this year, which tells you everything about the chip demand story. Yeah, they're near all-time highs, but that's because the market gets it. They're positioned perfectly for where we're headed.

Then there's Nvidia. I know everyone and their uncle has been talking about Nvidia as an AI play, but the reason is pretty straightforward - their GPUs are what actually powers AI data centers. Competition is coming, sure, but nothing's taken real market share yet because the computing capacity needed is just insane. Wall Street's expecting revenue growth to accelerate to 65% next fiscal year. Even with that upside, the stock's down about 10% from its peak. That's the kind of dip I'm watching.

Broadcom's another interesting one because they're attacking this differently. Instead of building a GPU that works everywhere, they're designing specialized chips for specific workloads, working directly with customers. These chips actually outperform Nvidia's in optimized scenarios. Analysts are modeling around 51% revenue growth for 2026, yet the stock is down nearly 20% from its highs. If you missed the 2025 run, this looks like a chance to correct that.

Microsoft had a rough start to the year after their Q2 earnings disappointed people. Stock's down about 25% from all-time highs, but honestly the fundamentals don't justify that move. They posted solid numbers - 17% revenue growth, 23% net income growth on an adjusted basis. The market's being oddly pessimistic here, which creates an opening for anyone looking at stocks to buy now.

Amazon's in a similar boat. Down around 20% from peaks after Q4 earnings, and it's been underwater since 2025 started despite solid execution. The thing is, Amazon was trading at a premium valuation without the growth to justify it. That premium's compressed now - trading at 26.5x forward earnings, which is close to where it was during the April 2025 tariff panic. These kinds of entry points for Amazon don't come around often.

The way I see it, if you're sitting on $10,000 or really any amount of cash, right now could actually be the moment to add some of these names. The bearish sentiment on tech could flip just as easily as it came, and these stocks to buy now could run hard when that happens. The AI buildout is real, the demand is real, and these companies are positioned to benefit. That's the setup I'm looking at anyway.