Googl bearish case- I’m feeling lucky Alphabet Inc.NASDAQ:GOOGLGoldenTraderz_2025Bearish Drivers 1.Overheating valuation – Alphabet hit $3T market cap, up ~70% since April. AI hype + regulatory relief leave it vulnerable if execution slips. 2.Heavy AI/Cloud capex – Spending up to $75B this year with cloud growth lagging, raising margin pressure concerns. 3.Reliability & security risks – June 2025 multi-product outage and rising cloud security threats highlight operational fragility. 4.Regulatory overhang – FTC probing AI chatbots; risk of forced Chrome divestiture (~35% of search rev). Antitrust scrutiny remains despite recent legal win. 5.Fragile sentiment – Rally driven by AI optimism and easing legal fears; any earnings miss or weak Gemini update could trigger sharp reversal. Short GOOGL at $252–260, target $228–235 (with potential extension to $200–210). Bear case rests on over-optimistic sentiment, intense AI/cloud capex, reliability and security risks, and lingering regulatory/legal threats.