February 13, 2026 

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.

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. 

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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. 

-Investimonials 

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