The video analyzes Meta Platforms (META) stock, currently trading around $710, and suggests it's undervalued with a fair value of approximately $856. The analyst discusses the company's adaptation to changing consumer behavior and tech economics, highlighting business messaging and Meta AI as key opportunities. The video points out Meta's ability to generate a good return on AI investment because of massive scale as META has billions of active users across its platforms. With the business scaling out the artificial intelligence services. The speaker believes that even with the Apple privacy change Meta is back stronger. It also states that META makes more money per user in USA and Canada which offsets the low revenue from other GEOs. The speaker states he is on META side for a long-term analysis. The video still gives an undervalue evaluation and expects the stock to perform well.