Billionaire Bill Ackman Loaded Up on These 2 AI Stocks. Should You Buy Them Too?

Billionaire investor Bill Ackman’s Pershing Square materially increased exposure to AI-related large caps in Q4 2025, raising its Amazon stake by 65% and opening a new $1.8 billion position in Meta Platforms. The moves make Amazon (AMZN.OQ) and Meta major portfolio weights — Ackman cites AWS AI monetization and expanding ad/margin opportunities at Amazon, and views Meta as undervalued given its AI and advertising upside. Pershing Square’s concentrated, AI-heavy positioning (about 39% of holdings tied to AI across 12 stocks) may draw investor attention to AMZN and META shares and could influence flows and sentiment into those names as the market prices AI infrastructure and ad-monetization prospects.