The video compares Nvidia (NVDA) and AMD, focusing on revenue and Return on Invested Capital (ROIC). Revenue analysis shows Nvidia's exponential growth post-2023, soaring from $27 billion to $131 billion trailing twelve months (TTM), attributed to its dominance in AI-optimized data centers. AMD's growth is noted but significantly less. Concerns about Nvidia having too much negotiating power lead large customers to support AMD. AMD may gain market share to balance NVDA. AMD is fairly valued but closer to overvaluation, while NVDA stock look fairly valued. The proprietary Discounted Cash Flow value is $193.10 for AMD with an implied margin of safety and 200.07 for NVDA. The video expects AMD's numbers to rise and claims that has been investing in NVDA.