AI Party Is Not Over, Goldman Sachs Issues Top Picks

1. Goldman Sachs endorses AI infrastructure investments amid valuation concerns. 2. Key beneficiaries include Nvidia, TSM, Snowflake, and HubSpot. 3. Investors should focus on disciplined stock picking in AI applications. 4. Samsara specializes in fleet management and telematics, relevant for enterprise AI. 5. Confidence in AI growth remains through 2027 and 2028 despite capex slowdown.