The video analyzes DHI, PHM, and TOL, three stocks in the home builders sector. It mentions a breakout from a 50-day moving average for the XHB homebuilders ETF. The analysis points out the sector's attractiveness due to mortgage rates declines and an expected rate cut at the September Fed meeting, assigning a 99% probability to the cut. DHI has a possible price target of 195, PHM targets a 151, whilst the TOL shares the same conditions. Tariffs having been priced in. For TOL there has already been seen some volume as the price target of a luxury home company. The video also provides a tip on crypto to look into IBIT.