The video analyzes Apple's stock (AAPL) focusing on its performance since April and its approach to Artificial Intelligence. Unlike other tech companies that are investing heavily in AI, Apple takes a more conservative approach. Recent financial data shows Apple's revenue jumped to 103 billion (up 8%) and all time record of 28.8 billion (up 15%) attributed to services. The video suggests investors have rewarded Apple’s capital light AI strategy. However, an intrinsic value per share is calculated at $217.70, lower than current price. The analyst is not thrilled with Apple’s products, which is just adding small incremental improvements every year, and rates the stock as a hold.