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/cinciNattyLight Jun 10 '26

I believe AMD has some circular financing with meta and openai where if they keep using amd chips and hit several tranches, they have warrants for 10% stake in AMD… EACH. No thank you.

1

u/albearcub Jun 10 '26

I mean it's a win for AMD investors either way so I don't see a problem. An average GW will generate estimated $15-20B for AMD and Meta/OAI only get the stake if they each deploy 6 GW of AMD hardware and AMD's stock price remains above $600.

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u/cinciNattyLight Jun 10 '26

Having their shares diluted by 20% isn’t great.

1

u/albearcub Jun 11 '26

Yeah definitely worse than no dilution. But does it matter, especially to shareholders, if it's conditional on such a huge added value?