"announced a huge bet on shares of Meta Platforms ( NASDAQ:META | META Price Prediction). He went as far as to say that the Mark Zuckerberg-owned social media, AI, and metaverse firm is "deeply discounted." Personally, I think it's hard to argue against that, especially when you consider the magnitude of disruptive AI growth on the horizon, as well as the wild card in Reality Labs."
"The company is shifting gears from open-source to closed-source in a move that might transform Meta into a disruptive agentic force that sends shivers down the spines of investors of traditional software companies that might be in serious danger of skating offside. Undoubtedly, Meta might have the business to beat once it adds cutting-edge AI tools to its already powerful platform."
"As we progress through the year, we'll gain a better idea of what Meta's superintelligence team is up to. It has the talent pool in place, but the big question is what the new closed models, codenamed Avocado and Mango, will be capable of and how they'll fit into the platform. With the Manus agent deal aboard, it certainly does feel like Meta has what it takes to become one of the biggest agentic disruptors,"
Bill Ackman invested heavily in Meta, calling the company deeply discounted. Shares fell about 12% from a post-earnings peak and trade at roughly 22.2 times forward P/E. Meta reported strong earnings that indicate early returns on AI investments. The company is shifting from open-source to closed-source AI models, developing Avocado and Mango. The Manus agent deal complements a powerful agent product and deep talent pool. Meta's unmatched data moat supports hyper-personalization, which could boost consumer engagement and ad effectiveness. Reality Labs remains a wildcard, and current valuation levels highlight investor interest.
Read at 24/7 Wall St.
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