Group 1 - The article emphasizes that natural gas is a crucial starting point in the supply chain for AI and data center development, particularly in electricity generation [1] - The focus is on independent power producers (IPPs) and their role in the energy landscape [1] - The article suggests that nuclear and uranium energy sources are projected to become more relevant by 2030 [1] Group 2 - The author has extensive experience in investment, having worked as both a sell-side and buy-side analyst, as well as a portfolio manager [1] - The analysis aims to provide a fundamental view of companies and funds, emphasizing the importance of operating and financial forecasts in driving valuations [1] - The selection choices are based on long-term potential, with a tendency to take personal positions in various investment ideas [1]