2 out of the 3 beat expectations and the share price action reflected this. While Meta’s core results were great, the significant CAPEX spending on AI is spooking investors. I would likely use this opportunity to top up if the shares drop any further. While I am not a big fan of Google’s Gemini(Open AI and Perplexity are much better in my opinion), it seems they are gaining traction with businesses and now have 650m users, almost the same as OpenAI. The market is beginning to feel a bit toppy, so I have personally trimmed down into cash/short dated bonds over the past few days.