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We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Meta Platforms (NASDAQ:META) ranks #5 (see the Jim Cramer’s top 5 stock picks in 2026 here).
Jim Cramer has been recommending investors to own the stock, but he has also publicly shared his concern about Meta Platforms (NASDAQ:META)’s rising spending on AI. He said a few months back that Meta does not have an AI platform that can compete with ChatGPT or Gemini, nor does it have a Cloud business like Google or Microsoft.
“It would be great to have more clarity on what Meta is doing with it beyond making better targeted ads,” Cramer said. “Meta is still dominant in digital advertising. And between Instagram and Facebook, and then don’t forget WhatsApp, they have a massive user base, which gives them a gigantic advantage.”
Read more on why Cramer continues to like Meta Platforms (NASDAQ:META) here.
Meta Platforms (NASDAQ:META) shares fell sharply in October despite the company reporting strong quarterly results. The reason behind the stock decline was simple: Meta Platforms (NASDAQ:META) said it now expects between $70 billion and $72 billion in CapEx, versus prior guidance of $66 billion to $72 billion. Wall Street is spooked by this heavy spending. Cramer said on CNBC that many investors think Zuckerberg is “living dangerously.”
Meta Platforms (NASDAQ:META) ranks fifth in our list of Jim Cramer’s top 10 stock picks in 2026.
YCG Investments explained in its investor letter why it bought the stock amid a “virtuous cycle” of a customer ecosystem that keeps paying it back. (Click here to read the full text)
While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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