Group 1 - The article highlights a market potential of 1.5 trillion, with a data gap of 90%, indicating significant investment opportunities in companies that can replicate the success of ScaleAI, which generated 870 million in annual revenue [1] - It notes that net profit margins in the sector are projected to be between 63% and 77%, while the price-to-book ratio is only 1.55, placing it in the 42nd percentile over the past decade, suggesting a severe divergence between performance and valuation [1] - The article suggests that under the combined effects of policy bottoming, capital influx, and performance waves, certain companies are poised to experience a "Davis Double" effect, enhancing their investment attractiveness [1]