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Billionaires Are Buying an AI Stock That Could Be the Apple of the 2030s
Meta recently debuted its first pair of augmented reality smart glasses, a stepping stone along a roadmap that leads to fully-immersive glasses powered by superintelligence.
Just as smartphones have replaced personal computers for many tasks, Mark Zuckerberg says smart glasses will displace smartphones as our primary computing devices in the future.
Meta dominates the nascent smart glasses market, and it could become a consumer electronics giant if it successfully integrates its devices with a superintelligence system.
Apple (NASDAQ: AAPL) revolutionized mobile computing when it launched the first iPhone in 2007. Since then, smartphones have gradually become our primary computing devices, but it stands to reason that another technology could eventually fill that role.
Billionaires are investing heavily in AI stocks — and one of them could be a game-changer soon
The rise of Artificial Intelligence has prompted a lot of billionaires to invest heavily in AI stocks. Following this, The Motley Fool analysed 13F filings for the third quarter of 2025 to find out which stocks these moguls are picking up. While some obvious names showed up in the list, the publication urged investors to watch out for Meta Platforms (META) in particular, claiming it could very well become the 'Apple' of the 2030s.
The Motley Fool studied the filing of Hedge fund manager Philippe Laffont, and top investors, including Bill Ackman, Warren Buffett, Chase Coleman, Stanley Druckenmiller, George Soros, and more, and found out that almost every billionaire investor had at least one AI stock in their portfolio. The publication mentioned that Laffont, who runs Coatue Management, a hedge fund that outperformed the S&P 500 by 94 percentage points in the last three years, had primarily bet on three AI stocks. This included 7.3% in Meta Platforms, 5.9% in Microsoft, and 4.7% in Amazon. The other two popular stocks among billionaires were Alphabet (GOOG) and Nvidia (NVDA).
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Meta Stock Gains Billionaire Backing as AI Smart Glasses Fuel Long-Term Optimism
Billionaire hedge fund managers are putting money into Meta Platforms, Inc. in larger amounts, believing that it is the next Apple.
As of December 24, the stock price closed at $667.55, which is a 0.39 % rise over the holiday periods, and the market capitalization of the company was also worth more than $1.7 trillion.
The driving force behind such excitement can be linked to the potential that the future smart-glasses platform created by Meta would result in the paradigm shift of computing, similar to the success of iPhone in 2007.
In September, Meta launched its Ray-Ban Display AR glasses, which have a right-lens display and a Meta Artificial Intelligence (AI) assistant.
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