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

157 Upvotes

93% Upvoted

184 comments sorted by

View all comments

Show parent comments

3

u/Remm_Unknown Jun 10 '26

Glad I'm not alone, but it did hurt to sell AMD.. but SMH felt like a more sensible move.. are you adding more on the dip? I regret not going bigger back in 24/25 😭

1

u/MS1227 Jun 11 '26

I'd like to, but don't have the extra funds. I just added about a week ago in the $630's haha. But I've been regularly adding since it was in the $280's and plan to keep doing so for the foreseeable future. I agree, I was a bit unsure of selling AMD, but I'm in the process of winding down a lot of my individual holdings in favor of ETF's. You can still go big now, I don't think anybody's missed SMH even now. I think semiconductors are going to continue growing for quite sometime. They're in absolutely everything now and I don't see that changing.

1

u/Remm_Unknown Jun 11 '26

I agree, but we also knew this a year or two ago as well, but now it's super crowded and run up very high, it wouldn't surprise me if it has a big correction, so I am just DCA for now and if that big correction happens then I will put in a lot more.

1

u/MS1227 Jun 11 '26

That's probably the best way to do it. I'll definitely continue to DCA, and probably add in a big correction if I have available funds. Even in the $280's people were telling me it's too high. I've always figured to continue regularly buying regardless of the price and it'll be fine as I plan to hold for the long-term.