---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000401498.md"
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 tends to show up.  $Palantir Tech(PLTR.US)"
datetime: "2026-01-15T07:03:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000401498.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000401498.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000401498.md)
author: "[Tom Nash Updates](https://longbridge.com/en/profiles/17075731.md)"
generator: "portal-rs"
---

# The AI trade is rotating from infrastructure to mo…


### Related Stocks

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

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