Today's strategy of cutting the weak and keeping the strong still hasn't reduced positions enough. This is based on the logic before the recent Changxin Storage IPO. The Meta news is just too big—best case is Meta denies it, staying silent isn't great, and confirming it is even worse. If others follow suit, that's even more problematic. I can't predict how Meta will respond, so everyone will have to trade based on how they think Meta will react.