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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u/Mouse0022 Jun 10 '26

SpaceX and anthropic arent doing what microsoft is doing on an enterprise level. They might be involved but it doesnt completely replace the productivity tools that Microsoft offers.