Group 1 - Applied Materials (AMAT) is a key supplier of semiconductor manufacturing equipment, particularly in deposition and etching machines, which are crucial for the current AI boom [1] - The company is focused on growth stocks that integrate AI into their operations and possess a competitive advantage in their sector [1] - The strategy involves identifying undervalued stocks with high growth potential, aiming to create a portfolio that capitalizes on the AI boom [1] Group 2 - The analyst has been researching and analyzing stocks since the age of 17, driven by a passion for the stock market and equities [1] - Currently, the analyst works as an equity advisor and researcher for a family office managing over 9 figures in assets [1] - The analyst is also a second-year university student studying Economics [1]

Group 1 - Applied Materials, Inc. (NASDAQ: AMAT) is a manufacturer of semiconductor manufacturing equipment, including deposition and etching machines and metrology systems [1] - The company does not dominate a specific part of the manufacturing supply chain, which may impact its competitive positioning [1]