Jim Cramer Discussed These 11 Stocks Before The DeepSeek Sell-Off

3. Meta Platforms, Inc (NASDAQ:META)

Number of Hedge Fund Holders In Q3 2024: 235

Meta Platforms, Inc (NASDAQ:META) is a social media giant that is also investing heavily in AI. It is the only major AI player with social networks at its disposal. Consequently, Meta Platforms, Inc (NASDAQ:META)’s AI hypothesis surrounds its ability to provide AI-driven services to advertisers and users alike. CEO Mark Zuckerberg has also been in the news in 2025 for his appearance on Joe Rogan’s podcast and a massive 2025 $65 billion capital expenditure announcement ahead of the DeepSeek sell-off. Meta Platforms, Inc (NASDAQ:META)’s shares actually closed Monday 1.9% higher, and here’s what Cramer said on Friday:

“And the only one that’s really going up is Meta and . . Amazon’s levitating because there are some, talk that Amazon’s going to have much better than expected numbers. But, Meta, no one yet wants to say listen, this is all about he is the real winner with TikTok, you know you got this ByteDance, TikTok and it’s him! It’s about the algo! And Zuckerberg’s gonna have the algo! “[whether the stock is reflecting the possibility of benefits from TikTok ban] No. No, today Meta’s just going up because it’s the second year of living, you know, of living efficiently. That’s why that’s going up because the guy just is like, he’s like when I worked at Goldman. It’s the deadwood quotient. When they would say listen, you know, you got any deadwood there? We gotta like move it.” “Well remember he has to have, did he say that Meta AI is going to be number one because it isn’t. Remember when he said Meta AI was going to be number one? It isn’t. And he it was going to be by last . . . Look, this guy’s, he’s, I think this is, uh, going down, because I think it’s not, it didn’t have any [inaudible].

“[on how the projects are structured that brings debt and other financing that reduced capex on paper as they are the tenant and they will pay interest in private credit markets] But that means we should be looking at free cash flow. . . and we have to find out free cash flow in Meta.”

“I have to tell you if you don’t spend. People don’t, go back over what Jensen said. For every dollar you spend, you get ur dollars in return. So to me Microsoft is the leader in this. And I know that Zuckerberg is behind, because Zuckerberg, and by the way Meta AI, I don’t know if you guys have used it. I mean really, really. It’s wildcard week. That does not make the playoffs. Meta AI is not in the playoffs.”