The video presents a long-term investment thesis for Palantir (PLTR) and AMD, emphasizing their role in the technological revolution where computation governs reality. The analyst believes that the company will go way higher from here - in decades. The analyst believes that Palantir and AMD are building the hardware and software infrastructure to compute reality and capture an extraordinary share of future economic value. The predicted collapse down to 70% in share value in the short term may be possible but in the future those long term investors would win since the actual value is not based on the recent charts. It is emphasized the importance of what the long term shareholders is doing instead of acting as a short term momentum trader.