The video provides an analysis of several AI stocks. Nebius Group (NBIS) is covered, noting its role as a European alternative to AWS and Azure, with analysts predicting a 26.50% upside and Nvidia investing in the company. Innodata (INOD) is reviewed as a data engineering company crucial in the generative AI space, serving clients like Microsoft and Amazon, having a 40% upside. Banzai International (BNZI), a marketing tech firm, is highlighted for its AI-driven tools and high revenue growth. Applied Digital (APLD) is mentioned, focusing on building AI factory data centers and having deals with CoreWeave, with analysts forecasting a 30% upside. AppLovin (APP) is revisited, with analysts seeing a 47% upside. Finally, CoreWeave (CRWV) is assessed, lacking current financials but backed by Nvidia. The current analysts see a negative downside of 52%.