The analysis discusses the potential upside for Applied Materials (AMAT) due to tax incentives and growth in AI. It mentions the average cost of a data center is $43 billion and attributes market momentum to these incentives. AMAT is presented as a leader in equipment for chip manufacturing, benefiting from hundreds of billions per deal invested in AI, and could have at least a 50% run. It states that as a fundamentally strong stock. The video says with the help of power gauge relative strength is already showing up to give more potential to AMAT. The speaker refers AMAT will at least reach to $255.93, if positive momentum continues for earnings guidance.