The video analyzes AMD and NVDA, comparing revenue growth, return on invested capital, and operating profit margin over the past decade. In 2015, both companies started with $5 billion in annual sales, NVDA's revenue grew nearly 30x, reaching $149 billion, while AMD's grew approximately 6x, reaching $29.6 billion. NVDA's CAGR over the time is 44.2%, while AMD is 23.5%. NVDA's business is more focused on data centers, whereas AMD’s business is split between data centers and personal computers. NVDA's return on invested capital is over 141%, while AMD's is less than 5%. The video expects AMD operating profit margin will approach 20% over the next few years, while NVDA’s operating profit margin will decline closer to 50%. According to the proprietary discounted cash flow model for AMD has the business worth 136.05$ a share, compared to the current market price of 164.71, AMD stock looks slightly overvalued. NVDA's intrinsic value is 156.38$, compared to the current market price of 174.57, the NVDA stock looks overvalued.