Group 1 - NVIDIA is at the forefront of the AI infrastructure revolution, evolving beyond its initial identity as merely a chip company [1] - The company now provides a critical compute layer essential for AI applications, indicating a significant shift in its business model over the past 3-5 years [1] Group 2 - MMMT Wealth, led by Oliver, focuses on investment strategies and stock analysis, emphasizing insights from investor calls, presentations, and financials [1] - Oliver has 5 years of investing experience and 4 years as a CPA, showcasing a blend of practical investment knowledge and financial expertise [1]