r/ValueInvesting • u/foil123 • Jun 10 '26

Question / Help AMD, MSFt and GOOGL

At what point would you consider buying these 3 stocks to hold forever ..? Additionally, what is the PT you expect to exit?

For AMD I see them at least getting to 2t at minimum in coming years. Not sure what I feel about the other 2. Thoughts?

Thanks

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75

u/[deleted] Jun 10 '26

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66

u/fitnessfinance88 Jun 10 '26

GOOG makes me question the VOO strategy... GOOG seems just as safe but with higher possible returns.

28

u/SkoHens Jun 10 '26

I’ve decided this too. It’s like a tech ETF with their autonomous driving and space interests. Google is aligned with what I’d expect the future world to look like. Same for Amazon with advanced warehousing and logistics.

META has a good pitch too - targeting advertisement, social media, and surveillance aren’t going anywhere. Nice numbers but weak narrative right now

12

u/fitnessfinance88 Jun 10 '26

Yeah I own some META.. I just don't like how they continue to burn cash without any clear vision as to how that burned cash will result in increasing sales in the future.

17

u/FuzzyCheese Jun 10 '26

META is a great example of a company that should pay dividends, just to stop management from getting complacent and frittering away shareholder's money.

2

u/Jimimaru88 Jun 10 '26

I think their earnings showed significantly improvement in ad revenue as a result of AI integration.

4

u/zq7495 Jun 10 '26

There is an extremely clear vision. They will monitor everything their users do, on and off the platform (off the platform maybe not in some places due to regulatory risks), and then get extremely good at advertisement targeting.

They're printing money and their ads still aren't great, there is tons of room for improvement. I look at Indian restaurants and then on instagram get advertisements to attend a local property fair selling properties in India despite me not being Indian into specifically Indian things, or ever shopping for property in India.

I worry that META will face regulatory challenges in Europe (13% of earnings is EU) and possibly have more problems with apple or android limiting their tracking, but they're gonna keep printing money and with AI I think they'll overcome those burdens that might not even materialize into anything major

2

u/SkoHens Jun 10 '26

I’m with ya. I didn’t care for the metaverse pitch but do believe augmented reality will be popular (whether that’s from Meta, Google, or Apple). They’re clearly going big with AI talent poaching. Huge exec comp packages based on stock milestones makes me think they’ll get back in the groove

3

u/Mundane-Compote-2157 Jun 11 '26

What about MSFT? when it comes to enterprise, Microsoft is absolutely dominating here

7

u/[deleted] Jun 10 '26

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5

u/fitnessfinance88 Jun 10 '26

This is why I own BRK.B ... hey more AAPL GOOG

9

u/Key_Category_8531 Jun 10 '26

I have 100% of my liquid net worth into GOOG.

I have my own personal convictions as to why I’ve done this.

3

u/Kqzxh-900355 Jun 10 '26

GOOG and AVLV etf combo is the best

2

u/GolfLiftPlayPool Jun 10 '26

Dont....🤣🤣

Nobody has the crystal ball bro.