Mark Cuban Stock Portfolio: Top 10 Stock Picks

2. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holders as of Q4: 262

In January 2025, business mogul Mark Cuban weighed in on Meta Platforms, Inc. (NASDAQ:META)’s policy shift toward free speech, taking to Threads to emphasize the importance of returning to the company’s “roots around free expression.” Cuban also criticized Meta CEO Mark Zuckerberg and President-elect Donald Trump, warning that foreign governments might impose tariffs on the U.S. in response to the company rolling back censorship policies. His comments followed Zuckerberg’s announcement that Meta would loosen content restrictions to embrace a more open platform. Zuckerberg stated that Meta would work with Trump’s administration to resist international pressures for increased censorship, arguing that the U.S. has the strongest constitutional protections for free speech. Cuban’s remarks highlight the ongoing debate over tech companies’ role in content moderation, as well as the potential economic and political consequences of Meta Platforms, Inc. (NASDAQ:META)’s new direction.

At the same time, the company’s rapid advancements in AI and digital advertising have positioned the company for continued financial success, underscoring its ability to balance policy shifts with business growth. Meta Platforms, Inc. (NASDAQ:META)’s dominance in digital advertising is propelled by AI-driven innovations that contributed to a 22% revenue growth in 2024, double the industry’s expansion rate.

For Q4 2024, Meta Platforms, Inc. (NASDAQ:META) reported outstanding results, with revenue climbing 21% year-over-year to $48.4 billion, surpassing Wall Street’s $47 billion estimate. Earnings per share (EPS) surged 50% to $8.02, exceeding projections of $6.76 and pushing Meta’s stock up nearly 9%. The company’s digital advertising sector remains its primary revenue driver, benefiting from advanced artificial intelligence (AI) tools that optimize ad targeting and content recommendations. These AI-powered enhancements have strengthened the company’s market position, enabling it to outperform competitors and attract increased advertising spending.

Institutional confidence in Meta Platforms, Inc. (NASDAQ:META) has also surged, reflecting strong investor optimism about its long-term potential. Hedge fund interest also increased, with 262 funds holding stakes worth nearly $59.38 billion by Q4 2024, up from 235 in the prior quarter, as per Insider Monkey’s database. With its strong financials, AI-driven expansion, and dominant position in digital advertising, Meta Platforms, Inc. (NASDAQ:META) remains among Mark Cuban’s top stock picks.