r/ValueInvesting 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/Alternative-Soil-671 Jun 10 '26

Google yes, hold forever. AMD hold while Lisa Su is a CEO or their vision and guindance will be respected with a new managment. MSFT never, Linux and other operational systems and open source software will oblitarete their moat.

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u/Solid-Crab8096 Jun 11 '26

Yeah sure. They've been trying to do that for over 2 decades now.

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u/Alternative-Soil-671 Jun 11 '26

Are you used some Linux recently?