Anyone else feel like google stock should be on decline and is confused how they are crushing it?

I don’t understand why google stock has been soaring past 6 months. This is the same time period I basically stopped using google search bc we have ChatGPT now? Ie: there main business is dying… also Gemini is not sticky… and anecdotal it’s less good than others.

They are clearly inflating ad revenue by basically tricking people into thinking ads are result( not sustainable).

They’re gpu hosting product seems maybe ok, but nothing special… also it’s not all obvious that companies are going to continue to need crazy gpu. Even if they do, it’s relatively small portion of google and they have no real competitive edge here over aws/microsoft.

It feels like a classic case where they look good on paper (for now). But looking at the ecosystem we’re in (with a slightly technical eye) and it seems like they are totally screwed.

I just needed outlet for this thought, bc as a policy I don’t short… Am I’m crazy?