What turns child-safety risk into a Meta thesis threat Contained verdicts stay sealed; four escalation gates reroute the claim from priced-in noise to a thesis input. Contained verdicts priced-in noise New Mexico $942M ~1.6% of profit stock moved <0.5% 1 · Federal statute KOSA · KIDS Act 2 · Regulatory fines EU DSA · UK OSA 3 · Advertiser pullback ad revenue · DAP 4 · Product changes company-wide engagement Vector fired? no yes stays contained — no vector fires Stays priced-in noise no vector fires Becomes thesis input any vector fires
Current: contained verdicts — market treats child-safety as priced-in noise.