The video presents a fundamental analysis of the stock market, focusing on the S&P 500's performance over the past three years. Ten days ago, Palantir was $190 now its about $160 and it is expected to go back up. Nvidia was about $182, dropped to $169 and currently $174. S&P 500 averages about 10% per year, but for the past three years, it has been running a lot harder than that. 2023, it has done 25%, 2024, 22%, and this year, near the end of August, it is at 9%. For this it is expect more AI solutions with nuclear energy to fuel the hyperscalers which will lead to new infrastructure developments with a good financial setup. A discussion on S&P 500 P/E Ratio leads to believe that it is running ahead of itself but still a bullish trend is predicted with selected quality businesses. Constellation Energy CEG as an example has gained 46% since March 13.