"The Intel (INTC) story is largely over," argues Michael Robinson, pointing to the stock's stellar surge over recent months as a sign that "easy money" has already been made. Sean O'Hara adds that the AI spending story is real but would not put a big position on Intel due to its growth story taking time. Both panelists discuss other names they like in the AI trade, from AMD Inc. (AMD) to Vertiv (VRT), and how Intel differs itself from the growing CapEx trends across Big Tech after Alphabet (GOOGL) and Tesla (TSLA) raised investor concerns.