This year has been a triumphant one for social media. From Facebook's (META -10.56%) and LinkedIn's (LNKD.DL) near 100% gains year to date, to Twitter's (TWTR)more than doubling in a little over a month – social media has been on fire in 2013.

Alas, the market is a forward-looking mechanism. Investors in the know want to know what's going on next year. In short, what's in store for social-media companies in 2014?

Evan's pick is Facebook. Although user growth has and will continue to slow, the company has been adept at monetization of those users. Mobile monetization will continue to lead to growth for the social-media giant.

Jamal looks at the new kid on the block, Twitter. Twitter may have an underpriced catalyst in its data licensing business. Apple's (AAPL 0.52%) recent move into big data with its Topsy purchase shows the value in this space. In today's video, Jamal Carnette talks social media with Evan Niu, CFA.