The analyst discusses the market capitalization of Meta and Microsoft, comparing their combined value to that of the entire Tokyo Stock Exchange. It's argued that the outperformance of these US companies, particularly in technology, AI, and digital assets, as well as financial innovation is justified due to their leadership in innovation and earnings growth. US has left every other country in the dust since 2019 and that is the reason two US companies dwarf other companies, because those are leaders in innovation. The analyst likes to note that India is almost 20 percentage points behind of US. Out of the top 25 profitable companies in the world, 21 are US companies. There is no specific targets mentioned for both of the companies, only the fact that are top companies and leaders in the market.