Cramer: META's model change was worth 100 points, and Big Tech's AI debt is worth it
As seen on the 24/7 Wall St. homepage on July 10, 2026.
Cramer makes the bull case for Big Tech's AI bets: the strategic flexibility these giants own justifies heavy debt loads if their AI investments pay off.
Proud we told club members the change in META model was worth 100 points. It is why it is so hard to leave a Microsoft or an Amazon of a Google. The optionality is insane for these companies even as they take on too much debt. If AI works for them the debt gets paid back very
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Cramer highlighted to his club members that a change in META's model was worth 100 points, framing it as a vindication of staying patient with mega-cap tech. His broader point is about what he calls "insane" optionality — the idea that companies like Microsoft, Amazon, and Alphabet are structurally difficult to walk away from precisely because their scale gives them so many paths forward.
The debt load these companies are carrying is the central tension Cramer acknowledges. He does not dismiss the concern but argues it is conditional: if AI investments pay off, the debt gets paid back. That framing puts the entire bull case on AI execution, making the success of these companies' artificial intelligence bets the key variable investors need to watch.
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The post cuts off mid-sentence, so the full argument is incomplete. What is clear is that Cramer sees the strategic flexibility of META, MSFT, AMZN, and GOOGL as the justification for tolerating heavy balance-sheet risk — a bet that AI revenues will ultimately make the leverage manageable.