Group 1 - Nvidia Corporation (NASDAQ: NVDA) has been covered since April 1st, coinciding with a significant market event referred to as "liberation day" [1] - The investment thesis for Nvidia remains strong despite a brief price correction, indicating confidence in the company's growth potential [1] - The analyst has a background in mechanical engineering and has shifted focus to the semiconductor sector, emphasizing a keen interest in disruptive technologies [1] Group 2 - The investment strategy focuses on companies within oligopolistic sectors that have high barriers to entry, suggesting a preference for stability and reduced competition [1] - There is a tendency to avoid smaller companies due to perceived underestimated risks, highlighting a cautious approach to investment [1] - The investment philosophy prioritizes growth at a reasonable price with a mid- to long-term investment horizon, indicating a strategic outlook on market trends [1]