There's a pattern worth noticing: whenever AI-related plays stumble on execution, a certain asset class tends to catch a bid. That's not random noise—it's a signal. Think of it as a natural hedge. When AI projects face implementation challenges, uncertainty spikes, and capital flows shift toward assets perceived as execution-agnostic. In other words, one asset has quietly become the market's de facto insurance policy against AI execution risk. The correlation isn't accidental. It reflects how traders are thinking about downside protection.