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Story summary
- Goldman Sachs identifies Snowflake, MongoDB, Shopify, and CrowdStrike as software moats protecting from AI disruption.
- Analysts are divided, with some upgrading Shopify and MongoDB, while others cite CrowdStrike budget exposure.
- The software sector faces sell-offs amid AI fears, though data-system strengths may help.
- Outlook for CrowdStrike remains uncertain, hinging on cybersecurity budgets and AI's spending impact.
