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By Andrew Macken
While most people use the summer break to switch off, we suggest a different approach: plugging in.
This year’s Summer Investing Guide highlights three key essays from 2025, one podcast, and a book recommendation to get you set for the new year.
Inside this edition, we encourage you to explore:
- The Robotics Revolution: Why Amazon’s hidden flywheel is just getting started.
- Reality Checks: Why Europe’s rally might be built on sand.
- The Intelligence Leap: Are we witnessing a fundamental shift in human potential?
- Podcast | Beyond the AI Bubble Talk: What is missing from the current debate.
- The Master Gambler: A deep dive into the man funding the AI future, Masayoshi Son.
Enjoy!
Amazon’s Hidden Flywheel: Robotics Revolution
Amazon’s relentless focus on innovation has birthed a hidden flywheel: its robotics-driven fulfillment network. From overcoming pandemic-induced challenges to addressing overcapacity, Amazon’s investment in cutting-edge robotics is transforming its operations.
5 reasons why Europe’s stock rally may not live up to expectations
Europe’s stock rally faces headwinds: weak ROEs, overregulation, aging demographics, security risks, and political fragmentation. Short-term fiscal boosts may not offset long-term challenges.
Are we experiencing an intelligence revolution?
Are we on the edge of a mind-expanding leap in human potential? From cell-based bots to brain-machine interfaces, the future is unfolding fast.
Podcast | Beyond the AI hype: Understanding Cloud Computing’s Real Moats
In this Montaka Spotlight Series podcast, Andy sits down with Amit Nath to challenge the prevailing narrative that AI is in a bubble. As a prelude to Montaka’s forthcoming white paper on AI infrastructure, they explore critical misperceptions about hyperscale cloud providers.
Gambling Man: The Wild Ride of Japan’s Masayoshi Son by Lionel Barber
This is the first major Western biography of Masayoshi Son, the billionaire founder and CEO of SoftBank. Lionel Barber, the former editor of the Financial Times, explores Son’s journey from his humble beginnings to becoming one of the most influential – and controversial – investors in the world.
The title reflects Son’s unique psychological approach to investing. Unlike traditional value investors like Warren Buffett, Son is portrayed as a “techno-optimist” driven by intuition and “animal spirits”. He is known for making massive, risky bets based on a 300-year vision for the future of humanity and technology.
Montaka’s note: As valid questions arise over OpenAI’s circular financing deals and the enormous funding requirements for its planned datacenters, there is one character at the center of it all. No, it’s not Sam Altman. It’s Softbank’s Masa Son. Lionel Barber’s biography gives an important perspective on one of AI’s most influential architects. And, as the title suggests, Masa Son loves to make the biggest of bets.
Image Source: Simonandchuster.ca
Andrew Macken is the Chief Investment Officer with Montaka Global Investments. To learn more about Montaka, please call +612 7202 0100 or leave us a line at montaka.com/contact-us
Podcast: Join the Montaka Global Investments team on Spotify as they chat about the market dynamics that shape their investing decisions in Spotlight Series Podcast. Follow along as we share real-time examples and investing tips that govern our stock picks. Click below to listen. Alternatively, click on this link: https://podcasters.spotify.com/pod/show/montaka
