AI Stocks

Beth Kindig’s Top 20 AI Stocks for Q4 2026

Written by

Beth Kindig

Founder, CEO and Lead Technology Analyst

Published: October 20, 2026

Last Updated: October 20, 2026

If 2026 were a race, with less than three months left to go, we would be a lap or two ahead of other tech portfolios. We were up +70% YTD before the recent period of volatility began, placing us about 3X the Nasdaq-100 and up to 5X influencer-led ETFs. However, we had been warning our readers for weeks about the potential for a correction, raising our cash position to as much as 25% in late September. As of October 16th, our total return for the year sits around 61%, while the Nasdaq-100 is up only 16% for the year. Despite the recent market weakness, our lead over the Nasdaq has actually widened to nearly 4X, with returns up to 6X those of influencer-led ETFs.

If 2026 were a race, with less than three months left to go, we would be a lap or two ahead of other tech portfolios. We were up +70% YTD before the recent period of volatility began, placing us about 3X the Nasdaq-100 and up to 5X influencer-led ETFs. However, we had been warning our readers for weeks about the potential for a correction, raising our cash position to as much as 25% in late September. As of October 16th, our total return for the year sits around 61%, while the Nasdaq-100 is up only 16% for the year. Despite the recent market weakness, our lead over the Nasdaq has actually widened to nearly 4X, with returns up to 6X those of influencer-led ETFs.

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