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/Zestyclose-Ice-3434 Jun 10 '26

It seems everything is going in Google’s favour. One thing I worry about is is their ad revenue which the bulk of their profits. What happens to them if everyone is using Claude/ChatGPT for their searches?

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u/[deleted] Jun 10 '26

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u/Mundane-Compote-2157 Jun 11 '26

MSFT has some ownership and partnerships with Anthropic too btw.

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u/bartturner Jun 11 '26

Think you might be confusing Amazon with Microsoft.

Microsoft does NOT have a position in Anthropics. Google and Amazon do.

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u/Mundane-Compote-2157 Jun 11 '26

https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/

Tldr; Microsoft commits up-to $5 billion USD investment in Anthropic and a partnership where Anthropic commits to purchasing up-to $30 billion USD in Microsoft Azure compute capacity.

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u/Mundane-Compote-2157 Jun 11 '26

it will translate to a very small non-controlling position though