Group 1 - The ATS segment is significant, contributing approximately 25% to the company's current revenue, and there is potential for growth despite current slower performance [1] - The company operates in four key sectors: aerospace and defense, semiconductor capital equipment, health tech, and industrial, with a focus on improving margins through engineering engagements, expecting a year-over-year margin increase of about 70 basis points by year-end [2] - There is a belief that the current market moment is crucial, with companies that are actively building and innovating likely to achieve substantial profits rather than losses [3] Group 2 - AI has transitioned from being a "nice to have" to a necessity for companies, as it is essential for staying competitive in drug development and supply chain optimization, with the company positioning itself to support this infrastructure [4]