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Veteran Pro Stock Picker Is Bullish on Meta Platforms, Inc. (META), Bearish on Tesla, Inc. (TSLA) and Apple Inc. (AAPL)

Meta Platforms, Inc. (META)’s outlook is favorable, while Tesla (TSLA) and Apple (AAPL) are facing tough challenges, David Dietze, the Chief Investment Strategist of Dietze Wealth Management told Schwab Network yesterday.

Dietze: Meta Is Using AI Very Effectively

Meta Platforms, Inc. (META) CEO Mark Zuckerberg is effectively using AI to enhance the experience of the firm’s advertisers and provide “more curated content” to its platforms, Dietze said.

Meta is poised to reach “the next level,” while Zuckerberg is keeping away from politics, the strategist said approvingly.

Photo by Alexander Shatov on Unsplash

Musk Is Spread Too Thin, Dietze Says

Although “no one is smarter than Elon Musk,” the CEO’s extensive involvement with the Trump administration is likely preventing him from spending as much time on his companies, including Tesla, Inc. (TSLA), as he used to, according to Dietze.

Further, Chinese EV companies “are making huge progress,” according to the strategist. And while Tesla, Inc. (TSLA) is working hard on autonomous vehicles, other companies, including Alphabet’s (GOOG,GOOGL) Waymo, appear to be making more progress on that front, Dietze suggested.

Dietze: The Valuation of Apple Inc. (AAPL) Stock Is High

The price-earnings ratio of AAPL stock “is close to 30 times,” almost double the level at which Warren Buffett’s firm bought a great deal of the shares, Dietze stated.

What’s more, China is a large market for Apple Inc. (AAPL), and the tech giant could get hurt if China decides to retaliate against it as a means of responding to the Trump administration’s tariffs, the strategist warned.

“People love their iPhones, but they’re not buying them every six months,” Dietze added.

 While we acknowledge the 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 as promising as META but trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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