These stocks may be insulated from AI disruption risk, the analysts wrote, because in-person events require, well, in-person attendance — not attendance by an AI agent. "The combination of strong secular demand and undemanding valuations makes companies offering physical consumer experiences an attractive investment theme," Snider said. (Jeff Speer/Icon Sportswire via Getty Images) · Icon Sportswire via Getty ImagesThe 36 stock picksThe Goldman Sachs team selected 36 stocks in the movie and entertainment industry; hotels, resorts, and cruise lines; casinos and gaming; and specialized consumer services and leisure facilities. All the picks have market caps greater than $2 billion and are businesses centered around physical experiences. Specialized consumer services and leisure facilities: Liberty Live (LLYVK), Life Time Group (LTH), Vail Resorts (MTN), Planet Fitness (PLNT), OneSpaWorld (ORW.F), and United Parks & Resorts (W2L.F).