Jim Cramer on Meta: “I Think It’s Going to Be Positive for You if You Own the Stock”

“Next is Meta Platforms, yes, it gained little than 13% past year. Wow. Now this is different institution that looked unassailable for astir of 2025, but pulled backmost hard aft its latest 4th successful precocious October. Just similar Microsoft, Meta’s banal rolled over. Management’s forecast for higher concern spending did it. They’re inactive shelling retired fortunes for AI. Their CapEx fund for adjacent twelvemonth should travel successful astatine 70 to 72 billion, and CFO Susan Li said that CapEx dollar maturation volition beryllium notably larger this year, truthful possibly 70, 72 goes to 100. On apical of that, Meta doesn’t have, to me, a wide AI strategy. They don’t person a starring generative AI level that tin vie with Google’s Gemini oregon OpenAI’s ChatGPT. They don’t person a unreality infrastructure concern that tin rival Amazon, Microsoft, Google, oregon adjacent Oracle…. See, I americium a large believer successful this technology, but it would beryllium large to person much clarity connected what Meta is doing with it beyond making amended targeted ads, which they are the champion astatine successful the world.

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Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that link radical done societal networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and products successful virtual and augmented reality.

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