This isn't the place I'd be very bullish at in Intel, says Tim Seymour

Intel would not be the only name to strike a deal with the White House. Earlier this week, Nvidia and AMD agreed to pay the government 15% of their AI chip sales to China, while Apple has upped its investment in US manufacturing to $600 billion with CEO Tim Cook notably spending more time at the White House. The big question for investors, how do you trade these companies that are getting in business or being close to the administration.Is there more risk here or is there potentially more reward. Let's ask ...