Meta just got hit after that report about selling shares to fund the AI infrastructure ramp. The stock is sliding and dragging NVDA plus a few other AI names lower with it.

What stands out is how this lines up with the recent volatility. Traders had been rotating out of the crowded AI trade anyway, and this sale rumor gives the profit-takers another reason to step back. It feels like classic post-rally digestion rather than fresh fundamental damage.

The move is reflecting exactly what the flash summary pointed to: ongoing rotation and selling pressure in tech names that ran hard. Nothing in the note suggests Meta's core business changed overnight, just the funding angle for the capex push everyone already knew was coming.

Still, when big AI-related names all fade together it keeps the broader market on edge. People are watching whether this stays contained to Meta or starts pulling the rest of the group.

Anyone else reading this as a clean rotation signal versus something that could stick around for a few sessions?