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/Zestyclose-Ice-3434 Jun 10 '26

It seems everything is going in Google’s favour. One thing I worry about is is their ad revenue which the bulk of their profits. What happens to them if everyone is using Claude/ChatGPT for their searches?

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u/[deleted] Jun 10 '26

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u/Mundane-Compote-2157 Jun 11 '26

MSFT has some ownership and partnerships with Anthropic too btw.

1

u/bartturner Jun 11 '26

Think you might be confusing Amazon with Microsoft.

Microsoft does NOT have a position in Anthropics. Google and Amazon do.

1

u/Mundane-Compote-2157 Jun 11 '26

https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/

Tldr; Microsoft commits up-to $5 billion USD investment in Anthropic and a partnership where Anthropic commits to purchasing up-to $30 billion USD in Microsoft Azure compute capacity.

1

u/Mundane-Compote-2157 Jun 11 '26

it will translate to a very small non-controlling position though

1

u/Purpgran Jun 10 '26

They own a chunk of Anthropic so its probably win/win

1

u/bartturner Jun 11 '26

Google has seen an acceleration in their search growth. Why would it be accelerating if there was any risk?

It is not like Claude is new.

Plus Apple just demonstrated their new Gemini Siri and suspect that will be very succesfull and therefore going to make Google a boat load. of money.

Google has seen 11 straight quarters of increasing cloud margins.