Group 1 - AeroVironment, Inc. (NASDAQ:AVAV) is recognized for its development of robotic and autonomous systems, including uncrewed aircraft and counter-UAS tools, which are utilized in both defense and commercial applications [2] - The stock has seen significant appreciation, with a reported increase of 37% to 82% for the year, indicating strong market performance [1] - Following President Trump's announcement of a potential $500 billion increase in the defense budget, the stock price rose from $318 to $335, reflecting positive investor sentiment [2] Group 2 - Despite the potential of AVAV, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk [3] - The article hints at the existence of undervalued AI stocks that could benefit from current market trends, including tariffs and onshoring [3]