Rotation into the 2nd wave of AI plays? (RDDT, SNOW, etc.)

NVDA and all the AI infrastructure names obviously had their massive run. I'm starting to wonder if the money is finally rotating into the companies that are actually using AI to boost their own margins. Mainly keeping an eye on RDDT, SNOW, NOW, and SHOP right now. RDDT is obviously sitting right at the source as a data provider for the models, and fundamentals are looking genuinely strong. With SNOW, that crazy jump after earnings showed that the market is really eating up their new AI products