The video analyzes the stock market using a "picks and shovels" strategy, which means to look for a stock set to profit indirectly. The video highlights Constellation Energy Corp (CEG) and Vertiv Holdings Co (VRT) as examples that have seen significant gains (49% and 18% respectively) after being identified as picks and shovels. A new pick and shovel is identified as Cadence Design Systems Inc (CDNS). The analyst details CADNS' fundamentals such as a score of 125 out of 125 using stock-mvp.com. Details included a 20% revenue growth, a 30% operating margin, cash and low debt, high revenue with no hardware, plus high ROIs, in addition to 5-year conservative price estimates of $503.60 (69.68% upside).