The video discusses investment opportunities in chip stocks amid proposed tariffs on copper, and South Korean and Japan. It recommends stocks benefiting from the 'Big Beautiful Bill,' which offers tax incentives for semiconductor manufacturers in the U.S. The analysis focuses on Applied Materials (AMAT), Micron Technology (MU) and Taiwan Semiconductor Manufacturing (TSM). Applied Materials is chosen as they provide products for chip fabrication and believes the stock will grow even more especially if the copper tariff doesn't exist in the nearest future. Micron is chosen as it is the only big American Company that makes high bandwidth memory (HBM) while facing less competition now that tariffs were proposed against Samsung and SK Hynix, the prediction is for MU to increase, because high bandwidth memory market is expected to 6X in the next 8 years. Finally, the video presents an analysis of TSMC stock with fair value said to be 306.72 USD, there is a calculation that TSMC will have an income revenue of 40 percent for quarter one and two.