The video discusses the Trade Desk stock (TTD) downgrade by Morgan Stanley, which caused the stock price to fall. The speaker argues that Wall Street analysts have conflicts of interest and are not free to express their true opinions. However, he shares a fair value calculation estimating the intrinsic value to $76.94 while the current price is $46.14 and believes it is a buying opportunity because of the downgrade. It is recommend doing your own reserach.