Which Dirt-Cheap AI Titan Wins: Meta or Microsoft?
The piece argues that despite high AI stock valuations, Meta Platforms and Microsoft are dirt-cheap, high-quality AI leaders. Meta leverages a massive user base, ad revenue, and a dividend while pursuing AI tools for apps and ads; Microsoft benefits from cloud-driven AI growth and a broad AI infrastructure stack. Valuations around 22x for Meta and 24x for Microsoft are highlighted, with the author ultimately favoring Microsoft as the better single buy today due to stronger AI-driven revenue prospects and a relatively attractive forward multiple, while still acknowledging Meta as a solid option.
