The video analyzes META, focusing on the after-hours chart. META has reportedly risen to approximately $69-$70 during the recording. The speaker mentions that due to this, the price might slightly decrease in after-hours trading, but indicates the stock has been performing well. It then justifies the stock by giving the logic that because they have platforms that connect businesses to people, that it is a good company not based on the popularity of their apps such as facebook, whatsapp, or instagram. According to the video, META's earnings expectations have been surpassed, with a projected revenue of around $47 billion compared to the expected $44 billion in 3 months, and META plans to build a cluster using tents for its AI data center.