---
title: "The AI trade is rotating from infrastructure to monetization, and Palantir is back in focus.Picks an"
description: "The AI trade is rotating from infrastructure to monetization, and Palantir is back in focus.Picks and shovels get the hype early.Decision layer software gets paid later.That’s where the real money ten"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000401498.md"
published_at: "2026-01-15T07:03:59.000Z"
author: "[Tom Nash Updates](https://longbridge.com/en/profiles/17075731)"
---

# The AI trade is rotating from infrastructure to monetization, and Palantir is back in focus.Picks an

The AI trade is rotating from infrastructure to monetization, and Palantir is back in focus.

Picks and shovels get the hype early.

Decision layer software gets paid later.

That’s where the real money tends to show up. $Palantir Tech(PLTR.US)

### Related Stocks

- [PLTR.US - Palantir Tech](https://longbridge.com/en/quote/PLTR.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.