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Meta pre-market dropped more than 7 points, mainly because the company suddenly announced a significant increase in capital expenditure, leaving the market a bit confused. Raising expenditure expectations is usually a good thing, but at the same time, regulatory risks were mentioned, and investors probably worry that this money might go to waste. Tech giants are now spending heavily on AI infrastructure, but the uncertainty around regulation definitely makes people uneasy. What do you think, is this a normal market reaction or an overreaction?