Fundstrat's Newton: Investors should be diversified but right now it's right to buy the dip in tech

• Mark Newton advises investors to be diversified but sees the current tech pullback as a buying opportunity.
• Steve Sosnick highlights that recent selling is impacting AI-related and semiconductor companies, which are currently driving the market.
• Sosnick warns that widespread, often unwitting, investment in AI through index funds and ETFs could lead to a 'rolling stone' downside momentum if the AI narrative falters.

The discussion focuses on the sustainability of the AI rally. Mark Newton suggests buying the dip in technology, noting recent sector rotation. Steve Sosnick, however, expresses concern about market fragility due to recent selling in AI and semiconductor stocks, warning of potential downside momentum if the return on investment for AI is questioned.