The video discusses several AI-related stocks and provides financial insights. Nebius group has long term contracts. It is deeply unprofitable with cash burn. Analysts provide 101% upside. Cameco is a uranium company that controls uranium supply and is positioned as a benefactor of nuclear renaissance. Analysts provide 33% upside. AppLovin has dominance in mobile advertising through AI and it had 68% revenue growth. It is set to expand into e-commerce. It has analyst forecast of 50% upside. Meta has growing time spent on their apps. It is very undervalued. Analysts have a 43% upside forecast. Arm Holdings is a royalty business model for processors used in iphone, android, and increasingly data centers. Analysts anticipate 44% upside. Applied Digital is in infrastructure and is unprofitable with heavy contract revenue. Analysts see 117% upside. It should be noted SEC probing on app lovin.