Group 1 - The article emphasizes the importance of not underestimating Jensen Huang, the CEO of NVIDIA Corporation, highlighting the author's past trading experiences with the company [1] - JR Research is identified as an opportunistic investor recognized for his analytical skills in technology, software, and internet sectors, focusing on growth investing opportunities with attractive risk/reward profiles [1] - The investment strategy involves a combination of price action analysis and fundamental investing, aiming to capitalize on undervalued stocks with significant recovery potential [1] Group 2 - The investing group Ultimate Growth Investing is mentioned, which specializes in identifying high-potential opportunities across various sectors, particularly those with strong growth potential and attractive valuations [1] - The investment outlook for the identified opportunities is typically set at 18 to 24 months for the thesis to materialize, indicating a medium-term investment horizon [1]
Nvidia’s Groq Megadeal. A $20B Inference Pivot To Stay King (NASDAQ:NVDA)