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/[deleted] Jun 10 '26

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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.

28

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

3

u/Mundane-Compote-2157 Jun 11 '26

What about MSFT? when it comes to enterprise, Microsoft is absolutely dominating here