Is Meta Platforms (META) The Best AI Stock in Brad Gerstner’s 2026 Portfolio?

We just covered the 10 Best Stocks to Buy According to AI Bull Brad Gerstner. Meta Platforms (NASDAQ:META) ranks #6 (see the 5 Best Stocks to Buy According to AI Bull Brad Gerstner).

Altimeter Capital’s Stake: $1,218,108,963

Meta shares are down about 10% over the past six months amid concerns related to massive spending and regulatory pressures. However, some analysts believe now is the time to pile into the stock. Mark Zuckerberg’s AI spending plans are not without a basis.

With daily active users of about 3.5 billion, Meta’s huge edge in the AI race is the data and user base it has access to, which is extremely useful for ads targeting and monetization.

The company is already seeing the benefits of AI for its core business. Meta doubled the number of GPUs training its ad models in late 2025. Improvements in Generative Ads Model led to a 3.5% increase in ad clicks on Facebook and more than a 1% lift in Instagram conversions in a single quarter. Reels watch time rose 30% in 2025, helped by AI-driven content recommendations.

Meta Platforms (NASDAQ:META) is also planning to reduce its reliance on Nvidia chips by accelerating the deployment of its own custom silicon, the Meta Training and Inference Accelerator (MTIA), to lower long-term compute costs.

The stock has a P/E of roughly 21, below its five-year average of 22.6x.

Harding Loevner Global Equity Strategy in its investor letter mentioned exactly why the market concerns increased around Meta. Read the full text of the letter here. (Click Here To Read The Letter in Detail)

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While we acknowledge the risk and potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than META and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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