🟢 [E1842] Goldman recommends going long select incumbents as 'fast followers' with strong domain moats and clear AI roadmaps: Microsoft, ServiceNow, Salesforce, HubSpot, Snowflake, Cloudflare, Palo Alto Networks, CrowdStrike. Tilt gradually from capital-light tech toward capital-heavy AI-insulated sectors like telecoms, industrials, utilities.