Group 1 - The article highlights the potential for significant investment opportunities in the financial IT sector, referencing a previous surge in stock prices of up to 450% in 2015, suggesting that current valuations are only one-third of that time, indicating a possible repeat of past performance [1] - Specific stocks are identified as having the potential to replicate the substantial gains seen in 2015, emphasizing the importance of timely investment decisions [1] Group 2 - The article discusses the dual explosion in demand for AI servers and AI PCs, leading to a surge in orders for high-density interconnect (HDI) boards, with equipment manufacturers experiencing order backlogs extending to 2027 [1] - The article identifies key winners in this sector, suggesting that certain companies are well-positioned to benefit from the ongoing expansion in AI-related technologies [1]