Here’s Platinum International Technology Fund’s Thoughts on the Impact of ChatGPT on Meta Platforms (META)

3 weeks ago 8

Soumya Eswaran

Wed, December 17, 2025 astatine 7:15 AM CST 3 min read

Platinum Asset Management, an concern absorption company, released its Q3 2025 capitalist missive for “Platinum International Technology Fund”. A transcript of the missive tin beryllium downloaded here. The money was up 6% successful the 3rd quarter, driven by beardown show from AI-oriented holdings. The portfolio holds astir 30% of its involvement successful AI infrastructure stocks and is positioned to payment from important concern successful the AI build-out. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Platinum International Technology Fund highlighted stocks specified arsenic Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META) is simply a exertion institution that develops products to link people. The one-month instrumentality of Meta Platforms, Inc. (NASDAQ:META) was 11.32%, and its shares gained 10.04% of their worth implicit the past 52 weeks. On December 16, 2025, Meta Platforms, Inc. (NASDAQ:META) banal closed astatine $657.15 per share, with a marketplace capitalization of $1.656 trillion.

Platinum International Technology Fund stated the pursuing regarding Meta Platforms, Inc. (NASDAQ:META) successful its 3rd 4th 2025 capitalist letter:

"The hazard to Meta Platforms, Inc. (NASDAQ:META) is further distant but could beryllium conscionable arsenic acute. There are immoderate anecdotal information points which suggest that hyper-personalised chatbot messages whitethorn beryllium addictive. It’s besides absorbing that successful the NBER dataset, “self-expression”, which included “general chit chat” and “relationship and idiosyncratic reflections” was 1 of the fastest increasing categories (up ~8x successful the past year).

Meta Platforms, Inc. (META) "Still Has A Low Multiple," Says Jim Cramer

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