The video presents a fundamental analysis of the AI sector and identifies three specific stocks with growth potential: Adobe (ADBE), Qualcomm (QCOM), and Alphabet (GOOG). For Adobe, it notes AI initiatives could counter market concerns of being under threat, and analysts forecast double digit growth in its business segments. The video emphasizes the company as highly profitable. Regarding Qualcomm, the analysis underscores a major shift towards edge AI and growth for autos and IOT. Qualcomm is currently trading at $157.99 with a 52 week range of $120.80 to $196.24. The report emphasizes as a key element on all the Qualcomm devices. The last stock recommended is Alphabet (GOOG) who the returns outperform many AI investment gains.