Jim Cramer Reveals His Trading Strategy For H2 2025 & Discusses These 16 Stocks

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

Number of Hedge Fund Holders In Q1 2025: 273

Meta Platforms, Inc. (NASDAQ:META) is another frequently discussed stock in Cramer’s morning show. Cramer’s recent remarks about the firm have focused on its AI efforts. He has repeatedly asserted that Meta Platforms, Inc. (NASDAQ:META)’s AI platform is among the weakest in the market and is good for a few tasks, if any. Cramer has also maintained that the firm’s share price gains in 2025 are primarily due to the shifting trends in the advertising market and cost efficiencies at the firm. Here are his latest thoughts:

“I have a good relationship with the firm. And my feeling is, they are, you know it’s a large position in my trust, because to me it’s a lower valuation with a guy who understands. . . .

“But look what I think what matters here is this that he [Zuckerberg] is all in in, maybe Grok. He, look all these Groks, the Meta AI, they’re all in a race.”

Previously, Cramer commented on Meta Platforms, Inc. (NASDAQ:META)’s reshaping of its AI team:

“[On Zuckerberg assembling a team of experts to achieve AGI] Maybe he recognizes that Meta AI is the worst. I mean other than if I want to find out who won the Tonies, forget about it.

“He ought to get rid of the intelligence group while he’s getting the super intelligence group cause the intelligence group is not cutting it. I mean I’m trying to do calculation, really hard calculation, I don’t even include Meta AI because it’s just a waste of my time to input the calculation.

“[On why the stock is the best-performing mega-cap tech stock in 2025] No but that has to do with the disruption of the advertising market. Disruption of it. Disruption of it.”

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