The Best Trillion-Dollar AI Stock to Buy Now, According to Wall Street (Hint: Not Nvidia)

Core Viewpoint - Meta Platforms is currently viewed as the best investment among trillion-dollar companies, particularly in the AI sector, with significant growth potential driven by advancements in advertising technology and smart glasses [1][2]. Company Overview - Meta Platforms owns three of the four most popular social media networks: Facebook, Instagram, and WhatsApp, which collectively attract 3.4 billion daily users, making it a crucial advertising partner for many brands [3]. - The company has invested over $100 billion in data center infrastructure in the last two years and is actively recruiting top talent in AI [6][7]. AI and Advertising - Meta is leveraging AI to enhance user engagement, resulting in a 5% increase in time spent on Facebook and a 6% increase on Instagram in Q2 due to improved recommendation engines [4]. - The company has made significant improvements to its machine learning systems, leading to a 4% increase in conversion rates for Facebook Reels and a 3% increase for Facebook ads, along with a 5% increase for Instagram ads [5]. Market Position and Growth Potential - The adtech market is projected to grow at an annual rate of 14% through 2030, positioning Meta as a strong player in this space [6]. - Meta's stock has a median target price of $880 per share, indicating a 22% upside potential from current levels [8]. Smart Glasses and Future Innovations - Meta is focusing on developing smart glasses and superintelligence, with the goal of creating AI systems that can learn and improve autonomously [7][9]. - The company currently dominates the smart glasses market, with Ray-Ban Meta Smart Glasses accounting for 73% of shipments in the first half of 2025 [9]. - The augmented reality market is expected to grow at 38% annually, potentially providing a substantial revenue stream for Meta [11]. Financial Valuation - Meta's earnings are expected to grow at an annual rate of 17.3% over the next three years, which is reasonable given the projected growth in adtech spending [12]. - The current valuation of Meta is 25.9 times earnings, with a PEG ratio of 1.5, making it one of the cheapest trillion-dollar stocks available [13].