Jim Cramer Discusses These 13 Stocks & Criticizes Billionaires

3. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holders In Q4 2024: 262

Meta Platforms, Inc. (NASDAQ:META) is one of the top-performing mega-cap stocks in 2025. The shares have gained 8.4% year-to-date as the firm is not exposed to AI data center spending and stands to benefit from rolling out AI initiatives on its social media platform. Cramer has also attributed Meta Platforms, Inc. (NASDAQ:META)’s strong stock performance to the firm’s cost-cutting initiatives. This time around he commented on a report about the firm spending billions of dollars on data centers:

“I would regard their statement as denying the claim of The Information. But I’m not gonna disagree with you. Just that I was saying that the reaction to, the The Information’s story was very muted because people didn’t believe. And now we come out and they have the claim. I have no doubt in my mind, Carl . . .what I’m trying to say is this is not the fulcrum quarter. Is that, I think that everyone has to add more of these, they have to keep adding, remember this is a software platform. People don’t understand, this is a software [inaudible] that Meta needs, that NVIDIA’s offering. And you can buy more and put em’ in, put em’ in. But I hope that Jensen starts talking about video, I think the major problem is this that he’s not communicating the video story.”