The video discusses AMD's 40% surge due to a deal with OpenAI, deploying 6 gigawatts of GPUs and a potential 10% stake ownership. He emphasizes that OpenAi signed a similar deal with NVIDIA. He had AMD on his top stocks list since March 2021. Mention stocks such as CrowdStrike and Fortinet. He is very positive with the AMD's fundamentals and institutional buying. A scorecard system gives AMD a score of 85 out of 100, and estimates a 5-year price target of 273 which makes a 31% upside.