The video provides a fundamental analysis of seven stocks related to the AI market. The focus of the investment strategy is AI-driven for the next decade and the presenter selects top stocks with solid financials. Each stock is examined for its revenue growth, free cash flow, debt, and operating margin, indicating a strong focus on company fundamentals. The first highlighted AI stock is Constellation Energy, the next one is Vertiv, Nvidia, Palantir, and the last is Crowdstrike. This analysis identifies each company's unique value proposition and competitive advantage within the AI infrastructure, especially for the next decade. The presenter favors to buy and hold the mentioned stocks for long periods of time rather than aiming for short term investments.