The recent rally in Meta's shares might only be the opening act. Zuckerberg's finally addressing what many have called the company's spending "black hole" - and Wall Street is paying attention.

For years, the company poured billions into Reality Labs with little to show for revenue. Now there's a pivot happening. The CEO's signaling a more disciplined approach to capital allocation, which could unlock serious value that's been buried under layers of moonshot investments.

What's interesting here? The market's reaction suggests investors have been waiting for exactly this kind of fiscal restraint. When a tech giant with Meta's resources starts trimming the fat, it usually means margin expansion ahead. The metaverse vision isn't dead - it's just getting a reality check on spending priorities.

The bigger question: will other tech companies follow suit? This could set a new pattern for how Big Tech approaches experimental divisions moving forward.