The analysis evaluates AMD's stock, referencing a recent deal with Nvidia and Intel. It notes AMD's progress in closing the gap with Intel in CPUs and with Nvidia in gaming GPUs. AMD is working to close the gap with Nvidia in data centers optimized for AI, despite currently lagging. AMD's revenue has increased from $4 billion in 2015 to $29.6 billion in the most recent trailing 12-month period. However, the deal with Nvidia and Intel could potentially affect AMD's market share. The video mentions a Forward P/E of 31.7 and notes the stock looks slightly undervalued. The intrinsic value per share is calculated at $149.84, the current market price is $160.90 which suggest to be in a range behavior.