The speaker analyzes three stocks: Marvell Technologies (MRVL), Costco (COST), and CrowdStrike (CRWD). MRVL is currently trading at $62.86, down 44.64% year-to-date, and the speaker notes that the decline is due to Q3 guidance. The speaker says the custom AI chips present an interesting opportunity. The speaker provides the second stock to be COST which is down 10% over the last six months. The speaker provides valuation metrics. The speaker then covers CRWD a stock that he used to have. CRWD is exposed to cyber security. The speaker talks about that it could be undervalued