The analysis employs a proprietary discounted cash flow (DCF) model to determine the fair intrinsic value of several prominent AI-focused stocks, positioning them as currently undervalued. For Meta Platforms, the intrinsic value is calculated at $867.06 per share, against a current market price of $647.90, indicating a significant undervaluation. The model accounts for a projected decline in Meta's free cash flow from an estimated $69 billion in 2025 to $25 billion in 2026, partially recovering to $39 billion in 2027, primarily attributed to substantial investments in artificial intelligence initiatives. This forward-looking adjustment demonstrates a nuanced understanding of capital allocation impacts on future cash generation. The analysis extends to Amazon, UiPath, and Qualcomm, presenting intrinsic values of $270.49, $21.86, and $200.65 respectively, all surpassing their respective current market prices of $247.44, $17.33, and $169.54. Coreweave Inc. is also highlighted, with an intrinsic value of $103.14 compared to its current market price of $91.30. The speaker emphasizes the time value of money and associated risks, necessitating the discounting of future cash flows. The consistently lower market prices relative to the calculated intrinsic values across these companies suggest a fundamental buy opportunity, assuming the underlying cash flow projections and discount rates are robust.