Jim Cramer: “Meta (META) Is Strong, but Ad Revenue Is the Only Risk!”

March 17, 2025

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We recently published a list of Jim Cramer Discusses These 10 Stocks & Says President Trump Should Be Like Steve McQueen. In this article, we are going to take a look at where Meta Platforms, Inc. (NASDAQ:META)’ stands against other stocks that Jim Cramer discusses.

In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer continued to discuss President Trump and his tariffs. The market wiped out $4 trillion in value since its peak following the election on Monday and Cramer commented on the selloff on Tuesday. Throughout the show, he maintained that the President had to fine-tune his messaging for the tariffs. Recalling President Herbert Hoover, Cramer stated:

“I mean look the President said tariffs are going to be the greatest thing we have ever done as a country. Well I mean remember, Smoot-Hawley, 1930, Hoover. Right. Greatest things gonna happen to our country. 32′, election, wishes he hadn’t said that. Wants to walk it back. Lost by a mile.”

One President whose approach Cramer believes that Trump should consider following is Ronald Raegan. Imploring that ‘meanness’ is not an American value, he shared:

“I love Raegan so, Raegan spoke softly. Look when you look back at the 1980s as being a halcyon period in retrospect. Raegan did it with a happy warrior smile. I don’t see any smile here. I see meanness. America don’t like meanness. That’s not our country. Meanness. We’re not meanness. Be more like Steve McQueen. Who was great. He’s like. . .Robert Vaughn. Don’t give me Robert Vaughn. Give me Yul Brynner.”

The conversation then shifted to markets. While the NASDAQ bled 4% during the day, Cramer shared that Trump prefers to refer to the Dow index as his preferred stock market indicator:

“Right I mean obviously the Dow Jones is not down as much as the NASDAQ. And it is the Dow Jones. It’s always been the Dow Jones with the President. Which is fine. Very meaningful. I do wanna point out that he was more constructive about the idea of linking himself to the market than he is now. Because when he said that you can’t really watch the stock market that’s a little bit of a pivot from what we heard.”

The CNBC TV show host also believes that stock market losses and Trump’s tariff narrative could alienate the President’s working-class base. According to him:

“The stock market’s a decent referendum because everybody sees it. And by the way, the people, the base has a 401(k) and the base has a, they have an IRA. And the base doesn’t wanna lose money. The base works really hard for the IRA to get that up. And this is the IRA under attack. There’s absolutely nothing wrong with sending stocks down if companies are doing badly and we’ve heard from a couple, Verizon, we’ve heard some of the airlines. We are in conference season so you’re hearing companies say negative things.

To make our list of the stocks that Jim Cramer talked about, we listed down all the stocks he mentioned during CNBC’s Squawk on the Street aired on March 11th.

For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Jim Cramer: "Meta (META) Is Strong, but Ad Revenue Is the Only Risk!"
Jim Cramer: “Meta (META) Is Strong, but Ad Revenue Is the Only Risk!”

Photo by Joshua Hoehne on Unsplash

Number of Hedge Fund Holders In Q4 2024: 262

Meta Platforms, Inc. (NASDAQ:META)’s shares have performed well in 2025. The gains have been driven by its cost-cutting initiatives and the ability to use AI to improve services for advertisers. The firm also remained relatively unscathed during the DeepSeek selloff in January due to its lack of exposure to data center spending. In his previous comments about Meta Platforms, Inc. (NASDAQ:META), Cramer has stressed that the firm needs NVIDIA’s products to maintain its AI edge. Here are his latest thoughts:

“That Meta, they’re reliant on advertising but it’s good.

Overall, META  ranks 3rd on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than META but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires

Disclosure: None. This article is originally published at Insider Monkey.

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