Jim Cramer on Meta: “Zuckerberg’s Not a Bozo, You Can Quote Me on That”

Jim Cramer on Meta: “Zuckerberg’s Not a Bozo, You Can Quote Me on That” Syeda Seirut Javed Mon, July 13, 2026 at 5:25 PM GMT+2 3 min read META Meta Platforms, Inc. (NASDAQ: META ) was among Jim Cramer's stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market . Cramer discussed the company's competition, as he stated: Consider what each of these companies really is.

Hey, why don't we start with Meta? Okay, that's become a real mystery. This morning, it was reported that Meta has a new chip in production with Broadcom.

That caused an instant panic because it meant that Meta was going to spend a ton of money to keep up with Google, Amazon, and Microsoft in the cloud computing business. Then throw in Meta's acknowledgment that it's going to spend a lot more money on capital expenditures, a dreaded strategy from Wall Street's perspective, and the stock got slammed right out of the gate. Meta can't possibly go up against those other companies, right?

Their expertise is advertising, correct? How do they defeat Google, Amazon, and Microsoft in cloud and infrastructure? But hold up here for one moment, just one moment, and forget about the other trillion-dollar companies and just think about Meta.

Stop comparing; start thinking. Mark Zuckerberg is a genius. He's demonstrated that time and again.

Perhaps, just perhaps, he's thinking that his web service business could be huge because it can cross-reference with all the data from Meta's three and a half billion users. Maybe that could be a huge new revenue stream. Maybe he has plans to monetize WhatsApp in some way that needs the agents that a data center creates.

We don't know. But we can approximate that Meta might get a gigantic return on its investment here. It's only because we think of how much everyone else is spending that we don't consider maybe Zuckerberg's got profitable plans and he isn't just some cowboy throwing up expensive data centers all over the world purely because he can afford to.

That's nuts. This is a man who really would, he would take the same money and use it just to sit there and buy back stock if he thought that was a better use of cash. He's done that.

There are a ton of investors who'd happily buy his stock, and Zuckerberg would simply cancel these expensive plans. But maybe we should lean in and recognize that he knows more about his company's prospects than we do. Maybe that's why Meta ultimately rallied like crazy after that initial decline.

It finished up $28. Zuckerberg's not a bozo. You can quote me on that.

We should stop considering him as one. What a stand. Jim Cramer on Meta Platforms (META): “I Just Think This One’s a Buy” Photo by Alexander Shatov on Unsplash Story Continues Meta Platforms, Inc.

(NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company's portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality products. While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.

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