Jim Cramer Says AI Is Back & Discusses These 10 Stocks

2. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holders In Q4 2024: 262

Meta Platforms, Inc. (NASDAQ:META) is a frequent feature of Cramer’s morning show. Over the course of the year, he has attributed share price strength to the firm’s cost-cutting efforts and linked weakness to economic concerns that drive down advertisement spending. More recently, Cramer has also wondered whether tariffs on Chinese goods will lead to lower Chinese advertisement spending on Meta Platforms, Inc. (NASDAQ:META)’s social media platforms. Here are his recent thoughts:

“Look, Meta was such a tour de force, that I found myself thinking, if I could start a business I’d like to send a check to Zuckerberg and he would target the people I need to find. I mean this was a call where they actually just said basically Procter & Gamble, what are you doing? McDonald’s, stop. I mean he was saying that advertisers, if you put money into linear TV, you’re just trying to reach the septuagenarian crowd or octogenarian crowd. Come join us. It was just, it was so good. Still they’re losing more than $4 billion in Reality Labs, but that’s some sort of what, is that Area 51 or something?”

“And they’re, both Microsoft and Meta have one single problem that the liars who used, who come on air all the time, maybe they’ll realize they’re lying, maybe they’re just brainwashed. These guys all need more NVIDIA, They all need more data center. I mean that was the theme. I thought the theme was there’s too much NVIDIA and there’s too much data center. David, there was a false narrative that started ever since. . . the DeepSeek Sputnik. And now you have Jensen Huang, explaining to President Trump, how you have to be able to have more countries and we don’t know whether he’s going to win.”

“Three billion people use it [WhatsApp] for business, in lesser developed countries.”

“Not as much [WhatsApp US market penetration] but I think it’s gonna, I’ve got to tell you, the dominance of it overseas is rather extraordinary and I think, I’m glad he said that because I think most people don’t. . .like when I met him he said where’s your WhatsApp, I said what’s that, what’s app, he said no WhatsApp, that’s how we communicate. And you put your face in it and stuff.”

“How was the call, how did you like the call, where he’s just basically saying that we can target anybody. Like you can target, I mean if you have a, like my daughter’s had a potato chip company, she needs to target people who like potato chips that are curly. I think he’d do it.”