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"Investors Are Missing the Opportunity of a Lifetime! Goldman Sachs Reveals the Perfect Moment to Buy the AI Dip!"

As artificial intelligence (AI) stocks take a hit, Goldman Sachs is declaring that now is the perfect time to seize the opportunity. According to the bank’s strategists, fear and disappointment surrounding corporate AI spending have created a golden window for savvy investors.

AI-related stocks have struggled recently, but with lower interest rates on the horizon and fundamentals still strong, Goldman Sachs’ trading desk believes the current “dip” in the market is an unmissable chance to buy at a discount.

“We expect lower interest rates to support IT projects, economic policy to stabilize after the election, and tangible AI product advancements to be unveiled at upcoming conferences,” said Faris Mourad, Vice President of Goldman’s US custom baskets team, in a note to clients.

Goldman’s Broad AI basket, which includes tech giants like Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, and Oracle, has fallen 11% from its 2024 peak in July. But for Mourad, this is a rare opportunity. “There’s too much pessimism around AI,” he wrote, arguing that the stocks are undervalued compared to year-to-date earnings trends, and it would take substantial negative news to push them further down — a scenario Goldman deems unlikely.

The bank also predicts AI companies’ net income will roughly double over the next 12 months, with additional growth expected in power generation linked to AI technology. Companies like Vistra Corp., which has surged 131% this year, and Constellation Energy, up 69%, are cited as major beneficiaries of rising data center demand, driven by AI advancements.

For investors looking to capitalize on the future of technology, the time is now. “We continue to see data centers as the single largest driver of power demand growth in the US,” Mourad wrote. The window is open — who’s ready to jump in?

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