Group 1 - The artificial intelligence trade is expected to significantly impact GDP growth in 2025 and 2026, with companies leading this sector likely to be viewed as potential winners [1] - There is increasing interest in "picks-and-shovels" plays in the AI space, with companies like NetApp (NTAP) being highlighted as potential top picks for investors [2] - NetApp's stock has experienced a year-to-date decline of nearly 7%, but it has surged around 50% from its lows in April, indicating volatility and the importance of market timing [4][5] Group 2 - NetApp's fundamentals show relatively low margins at around 18%, but it boasts a high triple-digit return on equity and a price-sales multiple of 3.3 times, which is considered cheap for AI-related stocks [7] - The forward price/earnings ratio for NetApp is just 17 times, suggesting it is favorably valued compared to other AI stocks [7]