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– Andrew Macken
For months, influential voices like Michael Burry have warned that tech valuations- especially hyperscalers are disconnected from reality. The concern? That AI demand is overhyped, margins will collapse, and we’re replaying the dot-com bubble.
But these claims rely on five critical premises that break down under detailed analysis.
What you will learn in this whitepaper:
- Why cloud growth is unlikely to decelerate and why AI is creating new demand, not cannibalising existing workloads.
- Why new ‘challenger clouds’ aren’t true threats to hyperscalers’ diversified, high‑value ecosystems.
- The real economics of AI chips and data centre depreciation – and why inference radically changes the narrative.
- How AI is structurally strengthening – not weakening the digital advertising models at Meta, Alphabet, Amazon and Tencent.
- Why valuations remain more conservative than they appear, even compared with the dot‑com era.
Download Now – and see why the AI bubble narrative falls apart under scrutiny:
Andrew Macken is Chief Investment Officer with Montaka Global Investments.
To learn more about Montaka, please call +612 7202 0100 or leave us a line on montaka.com/contact-us
