Why Consider Holding a Short Position on GOOG

u/Gemini_Wolf · Reddit — r/stocks · February 26, 2026 at 18:42 · 💬 17 comments  | View on Reddit ↗
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Original Reddit post

Bearish short thesis on GOOG citing ad revenue glitches, YouTube creator attrition, unprofitable cloud, antitrust risk, rising short interest, expensive 25x P/E, AI threat to search, and ad blockers.

GOOG — SHORT The author lays out a short case on GOOG: ads drive 77% of revenue but performance has become glitchy, many YouTube creators are leaving, and the cloud division is still losing money. Major antitrust actions could be coming, short interest is rising, and a 25x P/E seems expensive. AI is threatening Google's search dominance and ad blockers are reducing ad impressions.

Ads drive 77% of revenue, but performance has become glitchy lately.

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u/Gemini_Wolf Reddit r/stocks
Short GOOG on ad glitches, antitrust, AI threat
The author lays out a short case on GOOG: ads drive 77% of revenue but performance has become glitchy, many YouTube creators are leaving, and the cloud division is still losing money. Major antitrust actions could be coming, short interest is rising, and a 25x P/E seems expensive. AI is threatening Google's search dominance and ad blockers are reducing ad impressions.
GOOG HIGH
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This Reddit post, published February 26, 2026, features u/Gemini_Wolf discussing GOOG. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Gemini_Wolf  · Tickers: GOOG