1 Tycoon Has Acquired Close to $2 Billion Worth of This Exceptional AI Asset

How Following Billionaire Investors Can Inspire Your Next Investment Move

Observing the stock picks of high-profile billionaire investors can offer valuable insights for individual investors seeking new opportunities. These seasoned professionals have access to extensive resources and often boast impressive track records when it comes to identifying promising investments.

Bill Ackman’s Latest Big Bet: Meta Platforms

One investor who stands out is Bill Ackman, the founder and CEO of Pershing Square Capital Management. In the fourth quarter, Ackman’s fund made a significant move by acquiring a substantial position in Meta Platforms (NASDAQ: META). Pershing Square went from holding no shares to amassing a stake valued at $1.8 billion by the end of the quarter, representing over 11% of its portfolio.

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Ackman’s sizable investment signals his confidence in Meta Platforms. But does this mean it’s a smart buy for you right now?

Why Recent Fund Filings May Not Tell the Whole Story

It’s important to remember that we only get periodic glimpses into the portfolios of large investment funds. U.S. regulations require funds managing $100 million or more to file Form 13F quarterly, detailing their holdings as of the quarter’s end. These filings can be submitted up to 45 days after the quarter closes, meaning the information is always somewhat outdated.

With this in mind, the news of Pershing Square’s Meta purchase reflects decisions made months ago. However, Meta’s current share price is similar to where it was during most of the fourth quarter, so investors today can buy in at roughly the same level as Ackman.

But is now the right time to invest?

Meta’s Growth and AI Ambitions

Meta Platforms owns some of the world’s most popular social media networks, including Facebook and Instagram. The company is also making significant investments in artificial intelligence to maintain its competitive edge in a rapidly evolving tech landscape. While Meta has released several versions of its smart glasses, upcoming models are expected to be far more advanced, though these innovations require substantial spending.

On top of that, Meta is allocating enormous resources to expand its AI data center infrastructure. According to management, capital expenditures are projected to reach between $115 billion and $135 billion in 2026, with the majority directed toward data centers. For context, Meta generated $116 billion in operating cash flow in 2025, meaning nearly all of its cash is being funneled into these projects. This aggressive spending has raised concerns among investors.

Valuation and Market Sentiment

These worries have contributed to a roughly 20% decline in Meta’s share price from its 2025 high. The stock now trades at just 21.4 times forward earnings—a lower multiple than the average S&P 500 (SNPINDEX: ^GSPC) company. Given Meta’s 24% revenue growth in the fourth quarter, this could represent a compelling opportunity for long-term investors.

In my view, following Ackman’s lead and investing in Meta Platforms could be worthwhile. If Meta’s AI initiatives succeed, the company’s stock could see significant upside, as the market currently values the business primarily on its existing operations.

Is Meta Platforms a Buy Right Now?

Before making any investment decisions regarding Meta Platforms, consider this:

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Keithen Drury owns shares of Meta Platforms. The Motley Fool also owns and recommends Meta Platforms. For more information, see our disclosure policy.

1 Billionaire Just Bought Nearly $2 Billion of This Brilliant AI Investment was originally published by The Motley Fool.