Squawk on the Street Cramer’s Morning Take: Meta 12/2/25
6 snips
Dec 2, 2025 Jim Cramer emphasizes the urgency for investors to consider a prominent social media giant in today's market. He highlights OpenAI's recent 'code red' due to competitive pressures, positioning Meta as a key rival. Cramer discusses Zuckerberg's innovative plans for automated ad campaigns, showcasing the cost benefits of digital advertising. He also contrasts advertising approaches between platforms, urging consumer packaged goods companies to lean towards Meta's expansive reach over traditional TV ads.
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Buy The Pullback
- Buy Meta following its pullback because Cramer sees a 'free fire' opportunity against OpenAI.
- He emphasizes taking advantage of Meta's scale and social advertising reach while shares are down.
Meta's Strategic Moment
- Jim Cramer argues Meta is the most vulnerable large AI rival to OpenAI but also the best positioned to fight back.
- He says current weakness makes Meta a buy because scale and social reach remain monstrous advantages.
Ads As Full-Service Product
- Cramer references Zuckerberg's vision where advertisers pay Meta to create full ad campaigns.
- He contrasts ad cost and scale, implying Meta's integrated ad services could attract big consumer brands.