Comment Re: "Is Enron Overpriced?" (Score 1) 43
Intel has been consistently failing at Ai as well as almost everything else, so I don't see how that's going to be a hedge for an AI bubble pop. The only things Intel would be a good hedge for are success and a CCP takeover of Taiwan (admittedly this may have some value as the chances for this are likely far underappreciated in the market).