Jared Kubin(@JaredKubin):$GOOG bears v bulls split this am. Mix shifts are ALWAYS where high idio ALPHA is. Every year I start off by asking sell side and buy side friends … what 1-2 names have a mix shift controversy right now? hard to model. Controversial. Exact area to dig into for a L/S investor This is likely the start of the 2nd “search is dying” bear fight. Last one that got ugly was 2015. Slowing high margin growth mix shifting into stratospheric Cloud / AI growth + margin uncertainties turns this into a battleground stock

2026.10.29 12:09

$GOOG bears v bulls split this am. Mix shifts are ALWAYS where high idio ALPHA is. Every year I start off by asking sell side and buy side friends … what 1-2 names have a mix shift controversy right now? hard to model. Controversial. Exact area to dig into for a L/S investor This is likely the start of the 2nd “search is dying” bear fight. Last one that got ugly was 2015. Slowing high margin growth mix shifting into stratospheric Cloud / AI growth + margin uncertainties turns this into a battleground stock