Nancy Tengler
speaker
87 appearances
5 recordings
2 series
first heard Jan 2026
last heard 4d ago
Nancy Tengler’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 — 5 in all, peaking in Jun 2026 with 3.
Appearances
But Microsoft has always been good at anticipating under Nadella.
And I think being a good citizen in the community is important.
But it's not the first time we've heard resistance.
Tesla got a lot of pushback when they moved to Texas.
They took over a city.
You know, they bought people's homes.
It was disruptive.
And I think we're seeing the same thing, I would argue to a lesser extent with data centers, but importantly, this is what happens in a transformative economy.
We saw it also with the clean energy push, windmills, solar panels, people don't like that in their backyard.
So the fact that they're getting ahead of it, having a goodwill tour, taking on some of the costs, helping the community, I think that's very important.
I don't think we are in bubble, Caroline.
I mean, if you just look at technology stocks in general, in 1999, it was something between 70% and 90% lived above the 200-day moving average.
And I know you're asking about the build-out stocks as well.
But in this environment, we're at 62%, which is below the S&P and certainly below bubble territory.
So there's still a lot of skepticism.
We own a lot of the nuclear names, the build-out names.
And we think there's I mean, the backlogs are incredible.
So I don't think that we're in a bubble in that regard.
Well, I think it's the sooner...
Zuckerberg gets metaverse out of the vocabulary and the headlines, the better off it is for the company.
Showing 21–40 of 87 · page 2 of 5
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