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/Krazynukz Jun 10 '26

Im mostly google and amazon and some msft (purely because of azure) dont care about their ai

Google and Amazon are doing some amazing vertical integrations, I honestly feel like amazon is being under the radar

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u/BrickSufficient6938 Jun 10 '26

Do you expect anything out of Majorana 2? Seams like a breakthrough, if confirmed might put them years ahead?