From The Local Conservative <[email protected]>
Subject The next AI rotation is already underway are you positioned?
Date February 11, 2026 11:03 AM
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AI headlines are everywhere but the _real money_ is being made behind the scenes.

While retail traders chase hype, hedge funds are rotating into the _**[hardware layer powering AI itself]([link removed])**_.

Our new research reveals **three U.S. companies** leading this quiet surge:

* One just reported **76% year-over-year data-center growth**.

* Another holds a **$12 billion backlog** from global hyperscalers.

* A third is generating **59% gross margins**, supplying next-gen chips.

These aren’t speculative startups they’re profitable infrastructure giants fueling AI’s next trillion-dollar phase.

_**[👉 Access your premium research report now]([link removed])**_
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See the full analysis, price setups, and catalysts before this rotation hits the headlines.

When everyone else notices, the easy gains will be gone.


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