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Reinforcing the AI Infrastructure Trade After the Tech Dip

Reinforcing the AI Infrastructure Trade After the Tech Dip

A look at how one AI capex thesis shows up across semis, equipment, and infrastructure and why diversification can still mean one concentrated bet.

Portfolio Parrot

Feb 8, 2026

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Reinforcing the AI Infrastructure Trade After the Tech Dip

See What I’m Considering Buying Next

Inside Stock Focus:

Portfolio Parrot 💸