The video discusses BMNR, currently priced at $60.06, highlighting a 20% increase in the last week and past successful trades with gains of 18%, 39%, and 63%. The presenter suggests that BMNR aims to become a cryptocurrency treasury, specifically for Ethereum, with holdings valued at approximately $9.7 billion as of September 15, 2025. For Applied Digital, ticker APLD, the presenter mentions an entry point around $7-$9, with the stock now reaching $20.00. The presenter indicates their past buy alert around $12.00. APLD is characterized as a $5 billion company with high growth potential due to the increasing demand for data centers driven by Artificial Intelligence.