Jim Cramer on Meta: "I Think It's Going to Be Positive for You if You Own the Stock"

Meta Platforms, Inc. (NASDAQ:META) is one of the Magnificent Seven stocks Jim Cramer recently reviewed. Cramer highlighted why it is a big position in the Charitable Trust. He stated:

“Next is Meta Platforms, yes, it gained less than 13% last year. Wow. Now this is another company that looked unassailable for most of 2025, but pulled back hard after its latest quarter in late October. Just like Microsoft, Meta’s stock rolled over. Management’s forecast for higher investment spending did it. They’re still shelling out fortunes for AI. Their CapEx budget for next year should come in at 70 to 72 billion, and CFO Susan Li said that CapEx dollar growth will be notably larger this year, so maybe 70, 72 goes to 100. On top of that, Meta doesn’t have, to me, a clear AI strategy. They don’t have a leading generative AI platform that can compete with Google’s Gemini or OpenAI’s ChatGPT. They don’t have a cloud infrastructure business that can rival Amazon, Microsoft, Google, or even Oracle…. See, I am a big believer in this technology, but it would be great to have more clarity on what Meta is doing with it beyond making better targeted ads, which they are the best at in the world.

Of course, 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. Plus, I have a ton of confidence in Mark Zuckerberg. That is why we still own it for the Charitable Trust, big position. Oh, and to be sure, I don’t think Meta will have to spend all that much… what people think it will because I think it’s going to be hard to spend that much. I think Zuckerberg will blunt any inroads OpenAI might be making on social, he can crush them, but there’s a power gating, I call it power gating. It’s just really hard to spend as much as you’d like because you can’t build as much as you want, labor, materials. So I think he’ll be constrained. I think it’s going to be positive for you if you own the stock.”

Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and products in virtual and augmented reality.

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