Buying on weakness has gotten rewarded this year, says Grasso Global CEO Steve Grasso

Market Sentiment & Strategy - Buying on weakness has historically been rewarding, suggesting a contrarian investment approach [3] - Market sell-offs often occur on Fridays as investors reduce exposure over the weekend; holding long positions over the weekend is suggested [5][6] - The best days in the market often follow the worst days within a week [2] Investment Opportunities - CCCX, a SPAC merging with quantum company Inflection, is highlighted as a potentially lucrative but volatile play [3][4] - Drone companies, quantum companies, and tech companies are generally recommended for investment [5] - Smaller AI names and AMD (Advanced Micro Devices) are suggested as alternatives to Nvidia, which may be overextended [8][9] Sector Analysis - AI remains a strong trade despite recent sell-offs, with no fundamental changes to the underlying story [6][7] - Quantum computing is identified as the next major growth area following AI [10] - Nvidia's competitors and smaller companies in the AI space present potential investment opportunities [8] Risk Assessment - The market is sensitive to developments related to China, including tariffs and rare earth discussions [1][2] - CCCX is a volatile stock and not suitable for risk-averse investors [4] - Nvidia may be overextended, indicating potential downside risk [8]