10 Trending Stocks to Watch as Brad Gerstner Explains Tailwinds for AI Trade – ’10x Manhattan Project’

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1. Meta Platforms Inc (NASDAQ:META)

Number of Hedge Fund Investors: 260

James Van Geelen, the founder and portfolio manager at Citrini Research, was asked during a podcast on Bloomberg why Meta Platforms Inc (NASDAQ:META) had to sign a deal with CoreWeave when it has significant data center capacity. Here is what the analyst said

“It’s basically, I would say anything you can do to shift that CapEx away from yourself Okay. A lot of this stuff is funded from Cashflow and yeah, we’re starting to see debt financing take its place. But if you arerunning a company that’s existed for a while and is one of the biggest companies in the world, and yes, you could justify taking anor inordinate amount, amounts of risk to do this. But just like anyone else, if you have a goal and you can kind of shift away some of that risk to, ’cause if, you know, if Core weve goes bankrupt Meta Platforms Inc (NASDAQ:META) not, it’s not, it’s not the worst thing in the world for Meta.”

CoreWeave recently signed a $14 billion agreement with Meta Platforms Inc (NASDAQ:META) to supply the Zuckerberg-led giant with computing power capacity.

Alger Spectra Fund stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its second quarter 2025 investor letter:

“Meta Platforms, Inc. (NASDAQ:META) is the world’s largest social-media company, spanning Facebook, Instagram, WhatsApp and Messenger, and its Reality Labs arm pursues next-generation augmented- and virtual-reality hardware. Its Family of Apps averaged 3.4 billion daily active users in March 2025, highlighting the unrivalled scale that underpins its advertising franchise. The company’s AI powered ad-delivery tools are driving higher pricing and better campaign performance, while new initiatives—such as the rollout of ads in WhatsApp—have the potential to unlock fresh revenue streams and are supported by a cash-rich balance-sheet that now includes a quarterly dividend. Shares rose during the quarter after fiscal first-quarter results came in better-than-expected due to strong revenue growth and operating margin expansion. Additionally, management guided fiscal second-quarter revenue above consensus and trimmed full-year expense guidance even as it lifted capital-expenditure plans to accelerate AI-infrastructure build-out.”

While we acknowledge the potential of META to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than META and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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