The hype surrounding artificial intelligence (AI) has reached a fever pitch. While it's possible that the technology will live up to its promise, I think that enthusiasm has outpaced fundamentals.

If that's true and the hype fades, here are two stocks that I would not want in my portfolio.

1. CoreWeave is highly leveraged

CoreWeave 's ( CRWV 10.06% ) central role in the AI data center buildout makes it a favorite among those betting that the spending spree will continue. While the "neocloud" operator is on track this year to nearly triple its revenue from 2024, the uncomfortable truth is that this growth is being fueled by enormous amounts of debt. Expand

NASDAQ : CRWV CoreWeave Today's Change ( -10.06 %) $ -8.79 Current Price $ 78.59

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