10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations

2. Meta Platforms Inc (NASDAQ:META)

Number of Hedge Funds Investors: 260

Stephanie Link, the Chief Investment Strategist, Head of Investment Solutions and Portfolio Manager at Hightower Advisors, said in a recent program on CNBC that she likes Meta amid increasing efficiency and margins. Here is what the analyst said:

“Meta Platforms Inc (NASDAQ:META) is growing 20%. Operating margins last quarter expanded 500 basis points. The year of efficiency is now the decade of efficiency, so I think operating margins go much higher. The stock is trading at 21 times for 20% growth. That I’ll pay for, and I have no idea why it’s lagged the Magnificent 7 so far year to date, but I think it’s going to play catch-up and I like it very much.”

Wedgewood Partners stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its third quarter 2025 investor letter:

“Meta Platforms, Inc. (NASDAQ:META) also has a large, installed data center footprint and has expanded dramatically over the past several years. While the stock was not a top performer during the quarter, it has been a top performer year to date. The Company finished 2024 with over $200 billion in gross property plant and equipment and capitalized leases, up $135 billion from five years earlier. Yet it managed to take annual gross cash lows from $29 billion in 2019 to $82 billion in 2024. These capex investments have yielded astonishingly returns. The Company has been cloud-native for over a decade and also incepted one of the most important software libraries used by most AI labs today (PyTorch). The hardware and software infrastructure ecosystem within Meta Platforms and the returns on those investments have proven that Meta is hardly speculative with its large long-term spending plans.”