Investing Daily: Is Meta the Top AI Buy Right Now?

Nov 23, 2025

Dive into the fascinating world of AI stocks! Experts dissect Meta's impressive comeback, highlighting Zuckerberg's bold investments and their implications for future growth. They debate whether Meta's aggressive strategies surpass Apple's, while also exploring CoreWeave's expansion challenges linked to debt and asset concerns. Meanwhile, Palantir's inflated valuation prompts a spirited discussion about its market viability versus government contracts. This episode delivers sharp insights into who truly leads the AI race!

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INSIGHT

Meta's Timely AI Comeback

Meta executed a fast turnaround from 2022 and doubled down on AI and CapEx to compete aggressively.
Troy Millings believes Zuckerberg timed investments well, positioning Meta ahead despite market skepticism.

ADVICE

Buy On Deep Pullbacks

Buy when a core conviction stock drops 20–30% and fundamentals remain intact, according to Ian Dunlap's rule.
Ian executed this by buying Meta after a 15% drop and considering adding more near 23% down.

INSIGHT

CoreWeave's Depreciating Compute Risk

CoreWeave's growth relies on leased GPUs that quickly depreciate as newer models arrive.
Both hosts worry that heavy debt for data-center expansion strains CoreWeave's ability to cover costs and sustain valuation.

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In this Market Mondays clip, Ian Dunlap and Troy Millings dissect the AI stock landscape—focusing on Meta’s stunning turnaround, CoreWeave’s risk profile, and the heated debate on Palantir’s sky-high valuation. Troy shares why Meta is a “buy” for him following its recent dip, praising Mark Zuckerberg’s aggressive CapEx strategy and commitment to AI innovation—including the success of Meta’s wearable glasses and major data center expansion. Ian, once skeptical of Meta’s Metaverse investments, highlights how Zuckerberg’s recent investments are landing at the right time—contrasting this with Apple’s more reserved approach and arguing Zuckerberg may have outperformed Tim Cook in 2023. The conversation shifts to CoreWeave, where Troy identifies concerns over debt levels and depreciating assets as the company expands its data centers. He notes that although CoreWeave’s partnership with Nvidia is promising, relying on lower-tier GPUs and significant borrowing could hamper long-term prospects. Both agree that after the IPO lockup period, many investors wisely took profits as the stock pulled back dramatically. When it comes to Palantir, Ian and Troy spar over its mammoth valuation. Ian recognizes Alex Karp’s capable leadership but points out that Palantir’s forward P/E of 185 is far too high, even suggesting its fair value would be in the $21-$30 range rather than its recent peaks. Troy echoes concerns about revenue matching expectations, labeling Palantir as the “poster child” for inflated AI stock valuations, driven by its global government contracts and status as a defense-tech leader. Whether you’re looking for sharp opinions on big tech moves or cautionary tales from the AI investment craze, this clip delivers invaluable insights for navigating today’s volatile stock market. *Timestamps:*

00:00 — Meta’s AI comeback and investment strategy
02:29 — CoreWeave’s debt dilemma and Nvidia connection
05:44 — Palantir’s valuation and market risks

*Join the discussion in the comments below! Are you bullish on Meta or does Palantir’s valuation scare you off?* #Meta #AIStocks #StockMarket #Investing #Palantir #CoreWeave #TechStocks #MarketMondays

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