Meta: Zuckerberg AI Hiring Spree

  • Meta is a buy, due to its aggressive AI investments, bold hiring spree, and Zuckerberg's all-in commitment to reclaim AI leadership. Meta's open-source AI strategy, massive CapEx, and unique user base position it to compete with OpenAI and Google DeepMind. Despite premium valuation metrics, Meta's superior growth prospects and founder-led execution justify its multiples and offer further upside.