@DailyCompoundng $25B seems aggressive though for buybacks

@sosacapital Yes but "Our board of directors has approved an increase of US$25 billion to our share repurchase program through the end of March 2027" "Through the end of March 2027" is the issue

@DailyCompoundng I used that exact same picture in my seeking alpha earnings recap lol (should be live in an hour or two).

@AJButton2 😅😅😅

@DailyCompoundng More Aggressive?! $25B is 13% of the current market cap! 🤯

@n_hatami

@DailyCompoundng

@Free__Liquid Where are we?

@DailyCompoundng More agreeesive than $25B? How many buy backs did Amazon do at $80? How many did Nvdia buy at $115? How many did Meta buy at $89?

@RetiredLifeNC It’s more about the speed (2027) than the quantity

@DailyCompoundng Hope this helps to add some color

@kelvinMMGoliath Thanks!

@DailyCompoundng I guess they can just take it private, hope that is aggressive enough

@limchinteck1 That would be ok with me

@DailyCompoundng increasing their buyback program by $25B without really increasing the rate at which they're buying back is a joke $BABA

@DailyCompoundng In this environment, slow buyback is better than fast buyback. Cancelling 9% of shares quickly will not help the shareholders much. The stock would pop then fall back to where it was. Cancel slowly (0.25% per month), in case there is a big crash, do the rest in one shot. They…

@DailyCompoundng It’s already 19% of their market cap. That’s massive

@DailyCompoundng The results suck - but the valuation is still compelling

@DailyCompoundng below 50s soon

@DailyCompoundng it was no different from any quarterly report that came out in the past couple of years, which were all disappointing. cloud still not picking up, small growth in general, fierce competition.