The article discusses David Einhorn’s investment strategy in the AI boom, focusing on PC hardware companies like HP. Einhorn believes that the AI revolution will drive demand for more powerful computers, benefiting PC makers. He argues that while cloud computing is essential for AI, edge computing on local devices will also play a crucial role. Einhorn sees HP as an undervalued stock poised to benefit from this trend. The article also mentions Peloton’s potential to leverage AI for personalized fitness experiences. Key takeaways include Einhorn’s contrarian bet on PC hardware amid the AI frenzy, the importance of edge computing for AI, and the potential for AI to disrupt industries like fitness. The article suggests that investors should consider unconventional plays in the AI space.