The video provides a fundamental analysis of APLD and NVDA. APLD has a range of $34 to $40; The analyst estimates it earned $64 million in the last quarter but expects only $45 million next quarter. Despite the expected earnings, analysts nearly doubled APLD's price target to $41 and their averages is close to 11. APLD’s assets outweigh its debt and will continue to outperform. NVDA is worth $190 against the trading price of $180 based on Morningstar research with price targets like crazy: $320 or $225 or higher. The analyst emphasizes that it is the company producing a big cluster of computer chips in a data center, which are the brains of AI, operating earnings also point to a potential market to invest.