/TECH

Tae Kim argues Alphabet is a viable long-term short

T(

TK

Critics blame Sundar Pichai's slow, bureaucratic decision-making.

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202.8K

3 posts, first seen 23h ago

382 likes

Reactions from ranked influencers

3 posts

Combined views

202.8K

3 posts, first seen 23h ago

382 likes comments

36 comments

304 saves

24 reposts

Sentiment

Positive88.9%11.1%Negative

Positive Read

Many users defended Google against the secular short label by citing its revenue growth, consumer AI traction, and broad user base while dismissing the analyst's view as inconsistent or misguided.

Based on 9 visible X reactions from 14 accounts; directional sample.

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Google Is a Secular Short(substack.com)viatae kim

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Reactions from the X community

TX Trader Xenon@TraderXenon

10:50 AM · Jul 21, 2026

@corleonecapital @firstadopter Absolutely right. Google is the AI for the people who …. need help with their computer. Which is, lest we forget, most people. They’re gonna do just fine, especially considering that it’s entirely possible they make a comeback at some point.

RI Rik@CircleOfComp

8:13 AM · Jul 21, 2026

@firstadopter What youve written is a waste of internet space. "Googles competative moats are built on quicksand" 😂. Meanwhile; he believes the economic value if ai is going to drop to the chip makers. Delusional. Literally delusional.

VI Vito@corleonecapital

5:02 AM · Jul 21, 2026

@firstadopter Google has a 26 PE and is growing top line revenue 22%, while taking consumer AI share even tho it’s Pro model is dogshit Alphabet is a cockroach equipped to survive nuclear war

TS Two Shoe Grahamson@GrahamsonT

6:46 AM · Jul 21, 2026

@firstadopter I think Google one day, sooner than later, says this version of Gemini is good enough and just stops.

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T(Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex

11:15 PM · Jul 21, 2026

491TECH

the story of Indian CEOs in American tech may have a bad end. Pichai. Krishna at IBM. Adobe's Narayen. Nadella… well, Nadella is carrying the team now I guess, good instincts regarding OpenAI. But all these guys were chosen to shepherd a money machine. And that's not enough now.

TK tae kim@firstadopter

9:19 PM · Jul 21, 2026

Google cultural rot

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