Mike Regan
speaker
14 appearances
1 recordings
1 series
first heard Jun 2026
last heard 18 Jun
Mike Regan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
Yeah, yeah, and it's really just an amazing paradigm shift uh uh for these stocks.
You know, when you think about it, uh Alphabet, uh Google alone over the previous five years had bought back something like two hundred and eighty billion dollars in their own stock.
Um now they're going the opposite direction, planning to sell about eighty five billion worth of shares to help fund this CapEx.
Um and I really you
You know, it is fascinating because these buybacks were really a driver of the market for a long time, but it really kind of exposes the notion that um yes, uh shareholders investors are happy when they hear about buybacks, they're happy to have a new buyer of the stock and and shrink that share count and boost EPS.
But at the same time, it really does signal that maybe these companies didn't have something better to spend this money on.
Now they do as far as building out
All this cap uh spending all this capex to build out the data centers.
Uh and investors, you know, for now are happy that there's a better plan for all this cash that they generate.
Um, you know, time will tell if that stands the test of time and these investments uh prove to be positive returns on investments.
Um but for now, you know, the market's happy with it.
Obviously the chipmaker stocks are thrilled about it.
Um, and we're really just, you know.
in all of a a major paradigm shift in how these companies manage their their stock float.
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