Group 1: Applied Digital and AI Data Center Industry - Applied Digital (NASDAQ: APLD) is gaining significant attention as a key player in the AI data center construction sector, which is currently experiencing a surge in demand [1] - The stock has seen substantial gains since early last year, leading to a high valuation, with shares priced at approximately 30 times this year's projected revenue, compared to the S&P 500's price/sales ratio of around 3.4 [2] - Despite being a prominent name in the industry, Applied Digital faces competition from specialty construction companies like Jacob and Emcor as the AI data center construction market evolves [3] Group 2: GoDaddy Overview - GoDaddy (NYSE: GDDY) is a well-established company in the technology sector, known for web domain registration and hosting services, founded in 1997 [5] - The company has a market capitalization of $13.5 billion and is projected to report revenue of approximately $5 billion for 2025, reflecting modest growth of about 8% compared to 2024 [6] - GoDaddy has demonstrated consistent profitability, having achieved non-GAAP profits every year since 2017, showcasing strong sales and earnings growth despite fluctuations in demand typical in the tech industry [7]