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There's still one part of the sinking AI trade that Goldman says you should buy into

  • While the AI trade has been slumping, Goldman Sachs sees potential in software stocks.
  • Software companies benefiting from emerging AI tech are experiencing positive sales revisions.
  • Goldman Sachs believes AI Phase 3 stocks offer better risk/reward than Phase 2 stocks.
  • Software stocks expected to have the fastest sales growth include Palantir Technologies, Cloudflare, and SentinelOne.

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