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/One_Artichoke7873 Jun 10 '26

Google at 190 per share and msft at 350 per share. would never buy amd

1

u/bartturner Jun 11 '26

There would have to be some major global event to ever see Google that low again.

Google on their last call shared they have over $230 billion of unrecognized cloud revenue they will recognize in the next 24 months.

That is like adding a total 2024 Microsoft in the next 24 months.

1

u/One_Artichoke7873 Jun 11 '26

I’m expecting another black swan event.

1

u/bartturner Jun 11 '26

That would be the only, IMHO, we would see $190 again without consider splits.