Gerald Sparrow says geopolitical volatility in the Middle East is creating a “buy the dip” setup for long-term investors, supported by a U.S. economy growing north of 2%. He highlights JPMorgan Chase (JPM) and Alphabet (GOOGL) as beneficiaries of deregulation and A.I. adoption, while heavy capex from Tesla (TSLA) boosts semiconductors like Broadcom (AVGO). Sparrow also expects easing inflation by midyear, opening the door for potential Fed rate cuts later this year.