Ritholtz Wealth Management CEO Josh Brown stated that investors looking to hedge against the risks of AI disruption should consider purchasing shares of Dell Technologies Inc., the established hardware and software company.

The executive described Dell as a "model example" of a stock characterized by "heavy assets and low obsolescence risk," meaning it is less likely to be negatively impacted by the widespread adoption of artificial intelligence. Brown added that this profile makes it a high-quality allocation for an investment portfolio.

"Regardless of what you do in the large language model space, you cannot manufacture servers or build data centers," Brown remarked. "Dell Technologies Inc. actually builds data centers. It is not going to be disrupted by AI and is clearly positioned to benefit from the AI capital expenditure boom. This is undoubtedly a stock that is fundamentally different from the other companies we often discuss."