Apple, Meta or Microsoft: What Would Warren Buffett Do?

Among Apple, Meta, and Microsoft, the article argues a “Buffett-style” investor would most likely choose Meta Platforms. It cites Meta at $556.71 versus a consensus target of $824.68, with Meta down 15.52% year-to-date but compounding at scale—an apparent match for Berkshire-style dislocations. The piece highlights Meta’s ad engine: 3.60 billion daily active people and $59.36 billion in quarterly ad revenue, up 27% year over year, alongside gross margin at 82% and return on equity of 29.8%. It says the market is reacting to a 14.42% EPS miss and capex rising to $130–$145 billion, with Meta’s buybacks at zero and Reality Labs dragging cash flow.