Group 1 - The article discusses the trend of stock splits, highlighting Netflix's recent 10-for-1 split and its potential impact on individual investors [1][2] - There is a growing sentiment that individual investors are becoming more engaged in the market, moving away from solely relying on index funds [2][4] - The enterprise software sector, previously one of the worst-performing areas, is showing signs of recovery with companies like Twilio and Goldman Software experiencing significant gains [3] Group 2 - Salesforce and ServiceNow are mentioned as key players in the software industry, indicating competition and innovation within the sector [4] - The article suggests that the recent market dynamics may encourage individual stock picking among investors, contrasting with previous advice to focus on index funds [4] - The mention of Chipotle and other companies indicates a focus on specific stocks that may need to improve their performance to attract investor interest [5]