Strictly my thoughts.The market got terrified everytime $Meta Platforms(META.US) raised its capex guidance. But there is a huge difference between wasteful spending and building a structural moat.They are not wasting money into unproven consumer tech. They are funding massive data center infrastructure. When a company with a high margin business chooses to aggressively reinvest its cash flow into heavy infrastructure, it means something.High capex isn't always a red flag. Sometimes it is a roadmap showing us exactly where the capital is flowing next. Real scale and growth requires real physical capacity.