The video discusses McDonald's, highlighting how it benefits from technological advancements, such as food delivery services (DoorDash, Uber Eats, Instacart), increasing accessibility and range for its restaurants. With roughly 40,000 restaurants globally, food delivery allows for even greater accessibility and growth opportunities. The video notes that while it may not seem like an obvious investment, McDonald's is capitalizing on the benefits of AI and robotics, improving profitability in Los Angeles. Analysis shows that McDonald's is undervalued because the calculations set its value around $430 while it's being traded at approximately $302. The operating margin grew from 21.2% to 46.1%.