Jim Cramer Discusses Melting Trade Tensions & These 12 Stocks

5. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holders In Q4 2024: 273

Meta Platforms, Inc. (NASDAQ:META) is another frequent feature of Cramer’s morning show. Throughout this year, the CNBC host has attributed the firm’s share price gains to its efficiency initiatives and praised its data center investments. Meta Platforms, Inc. (NASDAQ:META)’s shares have gained 13% year-to-date as it has remained insulated from the post-tariff fallout. Cramer has also remarked that the firm might suffer from a drop in advertising sales if Chinese eCommerce platforms Shein and Temu were to reduce their US operations or face business troubles. This time around he commented on Meta Platforms, Inc. (NASDAQ:META)’s AI:

“Oh by the way, Meta AI, if you want to know like how cool Ryan Reynolds is, bingo. I mean you won’t believe it. They scrap everything about how cool Ryan Reynolds is. He’s cool. He’s a cool guy.

“I’m just saying that Meta AI, if you’re trying to figure out whether to watch something, you know like maybe you’re interested in Walton Goggins, oh my god, Meta AI for the Gogster.”

Cramer also discussed Meta Platforms Inc. (NASDAQ:META) in detail after the firm’s Q1 earnings report. He commented that the results were better than big tech peer Microsoft:

“[Talking about the market’s gains] Led by two of these mega caps, the Microsoft and Meta platforms, we’re reminded of how the mega caps got so big to begin with. It’s their scale, their smarts, their moats, their balance sheets, and their sensational products. […] Meta Platforms jumped $23, 4.23%. Spectacular gains, tremendous outlooks, tremendous! […]

As good as Microsoft was, believe it or not, I thought Meta was better. Mark Zuckerberg has cracked the code in terms of trying to make digital advertising work for anyone, any company. […]  He’s so confident when I heard that I wanted to start a new business just to see if it worked.

Even better, I could see where any company that advertises on television would be best off just giving a huge chunk of those ad dollars to Meta, not linear TV because it’s true. The performance is clearly better. […] because spending patterns and brand loyalty start with the teens.

A teen lead can be worth 10 times the lead of an older person. If you want to reach teens, you got to go to Zuckerberg. You got to go to Meta. So, if you’re a big consumer package goods company, you can simply give all your money to Meta, fire most your internal ad people, drop your expensive ad agency, and save yourself a fortune. […]

It was just incredible. Not only that, but Zuckerberg talked about monetizing the asset that’s potentially the best thing Meta owns. WhatsApp! More than three billion people use this as a principal communications platform and it costs nothing. That could change, and it could give the company a gigantic new revenue stream. This was an all systems go quarter.”