The analysis identifies six stocks (NVDA, AMZN, LLY, PINS, UBER, GOOG) for long-term investment, comparing the portfolio's YTD return of 28.02% against the S&P 500's 6.71%. It mentions removing AMD, ORCL and DKNG from the portfolio due to valuation concerns after significant price increases without proportional improvements in earnings and cash flow. The analyst presents forward price-to-earnings ratios for the remaining stocks, but does not provide specific target prices or stop loss levels for each stock.