The analyst presents a fundamental analysis of two AI stocks: Salesforce (CRM) and Amazon (AMZN). For Salesforce, the current market price is \$260, but the intrinsic value is calculated to be \$339, indicating undervaluation. Salesforce is internally leveraging AI to improve customer service efficiency and is launching AI services for its clients. Regarding Amazon, the stock is trading at \$219, while the analyst estimates a fair value of \$295. Amazon's stock is facing pressure due to potential negative impacts from tariffs. Positive developments related to trade and reduced barriers could potentially offset bad news from outages, the present value of all of free cash flow to be over 2.1 trillion.