Not sure why you'd short Google. Their business was doing great pre-AI, and will likely do great regardless of what happens to AI. The rumors of their demise when AI hit the scene were clearly greatly exaggerated.
Excluding all the capex from AI this last quarter has been one of their best.
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There is quite a bit of information out there as to how Google is achieving short term growth in their core search business. And boy, it is ugly. It does not signal long term continued growth.
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