$GOOGLBear claim
George GammonANALYSTJul 9, 2026The claim
“Google's massive share dilution and unsustainable circular AI economy model make it a risky bet as the AI bubble deflates.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Google just the other day sold $85 billion worth of common shares. In other words, they diluted their shareholders by $85 billion to pump more money into the circular economy.
The bottom line is if you have to spend $20 to make $10, you can only do that for so long.
they're not just selling equity, but now they're selling debt as well.
Risk
Google actually has the right to cancel this contract.
The structured call
Direction
Bearish
Catalyst
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Target
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The receipt
Publish-day price $$358.89 · the claim is anchored to the moment it was said.