Portfolio sharing and how to set myself to make the best use of market crashes?

My current portfolio is:

GOOGL: 20%, \~$50k

META: 20%, \~$50k

SPYM: 17.7%, \~$44k

NBIS: 13.3%, \~$33k

MSFT: 8%, \~$20k

NVDA: 4%, \~$10k

RDDT: 4%, \~$10k

TTD: 1.5%, \~$3.7k

AMZN: 1%, \~$2.3k

Cash: 10%, \~$25k

I like to keep a concentrated portfolio and aiming for higher returns by taking higher risk. I can afford it as I am young and earn well.

Questions:

1. I am a long term believer in AI. But there can be short term dips along the way (like in March 2025). How do I set myself in a position to make the best use of such opportunities? I earn 3.3% APY on cash in my brokerage account but honestly I don't trust USD. I'm wondering if I should keep 10% of my portfolio in gold. When market goes down, gold goes up, and I will have the option to sell my gold to buy stocks at discounted prices. Thoughts? I don't trust crypto either.
2. Any other advice on my portfolio? I will either sell TTD and AMZN or increase my position in them, as right now they are just noise. Also, planning to slowly increase SPYM to be 25-30% of my portfolio.

Thank you very much for reading and I appreciate any feedback/suggestion!