It's been a turbulent start to the year for the Nasdaq 100 Index (QQQ), with the ETF finding itself down 18% year-to-date. This is one of the worst starts for the index in history, with geopolitical tensions, elevated valuations, and rising rates putting a dent in several Nasdaq constituents. While this has certainly been painful, it's creating an opportunity for investors that have been patient and have maintained cash positions to take advantage. Given that we still have not seen panic selling, I'm in no rush to add exposure just yet. However, with the market already down more than 15%, it's worth adding high-quality names to one's shopping list, and we'll look at two names worthy of consideration below:
