“Bullish on a basket of 42 Indian 'AI Enabler' stocks, which have already surged 60% in 2026, significantly outperforming the Nifty's 12% decline. This rally, driven primarily by earnings growth rather than speculative multiple expansion, is expected to continue due to the infrastructure build-out required to support AI across power, data centers, and semiconductors.”

Goldman Sachs Analysis’s track record: 3 graded calls · 95% CI 21–94%