The video discusses the stock performance and potential growth of three companies in the AI sector: Applied Digital (APLD), Vertiv (VRT), and Teradyne (TER). APLD is described as the digital landlord providing infrastructure for high-performance computing and AI and its Q2 earnings was mentioned as potentially raising its price. VRT is seen as a life support to keep AI data centers functional and mentioned it's a liquid cooling and power supply vendor which the analyst thinks is key to AI, noting its solid backlog worth $8.5B and beating analysts expectations. Analysts expect an upside for VRT, targeting $173 per share and has a massive record backlog, its report said it had $2.64B revenue. TER is noted as testing all NVIDIA and TSMC chips, its 3Q earnings date is October 22, and the company Q2 earnings were $.57. The analyst believes investors should consider these AI infrastructure picks for potential steady growth as the AI sector advances.