If the AI boom slows, these leveraged bets could unravel fast.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 leveragedCoreWeave's (CRWV 8.65%) central role in the AI data center buildout makes it a favorite among those betting that the spending s ...