Turns out the best hedge to AI mania is buying garbage (literally).. looking at correlations to DRAM it's actually Waste Management and Republic Services that have the strongest negative correlation vs all SPX stocks as well as stronger than treasury bonds, gold and even the VIX. Something poetic about the opposite of AI dreams is the harsh reality of picking up the garbage. This is one are where there's no ETF to play it. Global X used to have Waste Mgmt ETF WSTE but it launched and closed within a year in 2011. HALO ETFs and Industrial sectors incl the garbage stocks but such small weightings that the ETF doesn't come close to exhibiting the inverse corr that the two stocks do. Anyway, new from me today on BI ETF<GO>(Eric Balchunas)