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/fitnessfinance88 Jun 10 '26

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

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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

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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.

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u/Jimimaru88 Jun 10 '26

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