The video discusses Arm Holdings, ticker symbol ARM, as an infrastructure pick for the AI revolution. It highlights that while the stock price has been lagging, the business fundamentals are strong, with revenue up 24% and EBITDA up 162% with 650% operating income growth within the last 12 months. The stock is described as being in stage 2 of the AI value chain, the IP stage, and it designs blueprints for chips. ARM has a royalty model on every processor customers ship. This creates high margins and steady recurring cash flow, but it has reliance on big customers, China geopolitical issues, and the potential for regulatory scrutiny or technology disruption. Five-year price target for the conservative case is $416.11. It is inferred that a fail bound below $130.