The analysis discusses the strategy of prominent investors like Warren Buffett and Mohnish Pabrai, highlighting their shift from tech stocks to commodities, oil, gas, coal, steel, and housing. It points out that while average investors are focused on AI, Buffett is selling Apple shares and investing in undervalued sectors. The analysis covers PE ratio, noting that AI stocks have very high P/E ratios, while commodity businesses trade at single-digit ratios, making them cheap. For long-term investing its better to invest in cheaper asset instead of chasing hype. The recommendation is not to buy EXXON or Chevron, the emphasis is on value based investing and the understanding of where to look for undervalued stocks.