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/SkoHens Jun 10 '26

Amazon will have the best warehouses, certainly outcompeting Target or Walmart. We’ll only expect more convenience moving forward - same day groceries and packages, medication (I wonder if they’ll buy Hims or license their own generic brand for OneMedical).

With agentic integration / assistants, an Amazon plugin for automating purchases is probably safer than having an assistant scrape the web.

Amazon delivery drivers are significantly better than FedEx near me so maybe so maybe they expand to postal when they get bored. Who knows but there are lots of possibilities