Goldman Sachs ''AI-resilient trade basket''

They are long:
- $NET (Cloudflare)
- $CRWD (Crowdstrike)
- $PANW (Paolo Alto)
- $ORCL (Oracle)
- $MSFT (Microsoft)

And in the short basket:
- $MDY (Monday)
- $CRM (Salesforce)
- $DOCU (Docusign)
- $ACN (Accenture)
- $DUOL (Duolingo)

Not sure if I would have the balls to short $DUOL and $CRM here.

What do you think? Good plays?

Gab: Goldman Sachs has launched a Long/Short Software Basket

Long:

$MSFT
$ORCL
$PANW
$CRWD
$NET

Short:

$CRM
$ACN
$DOCU
$MNDY
$DUOL

Thoughts?