The analysis recommends buying Google due to its AI advancements presented at the I/O event, particularly the Gemini 2.5 Pro, setting a target price of $220. D-Wave is highlighted as a quantum computing leader, with a target price of $30 based on its 6th-generation quantum computer launch. Archer Aviation is mentioned with a price target of $5, noting its partnership for the 2028 LA Olympics. Finally, Nvidia is cited with a target price of $180 because of its dominance in the AI chip market, particularly with data centers and its new blackwell chips. These are all recommended for addition to the portfolio.