Group 1 - The company Core We, led by Michael Trader, is heavily indebted and is a significant player in the data center industry [1] - There is anticipation surrounding an upcoming report from Jensen Wong, which could influence perceptions about the company's debt levels [2] - Concerns exist regarding the sustainability of the company's debt strategy, especially if the upcoming report does not meet expectations [2] Group 2 - The discussion highlights the impact of GPU depreciation on the company's financial outlook, with varying opinions on the timeline for depreciation [3] - The current market conditions and GPU pricing are critical factors influencing the company's performance and investment potential [3]