Bullwhip effect: Why big tech’s woes are temporary (and their shares an extraordinary buying opportunity)
The real reason why investors are wrong to be spooked by big tech earnings. Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded massive declines. Many investors, are thinking about offloading these stocks but the silver lining is that the pain is very likely only temporary.
How Alphabet is using AI to power its future business success
Investors overlook and take for granted that silently sitting beneath the surface of Alphabet is perhaps the most cutting-edge AI apparatus the world has ever seen. Artificial Intelligence is enhancing all areas of Alphabet’s business, from those with valuable monetization models including Search, YouTube and Cloud, to emerging opportunities like autonomous driving (Waymo).
Whitepaper: Why epoch-defining AI is today’s most important investment theme (and the safest way to profit)
(As mentioned in the AFR) Montaka believes AI will drive much, much more demand for compute and storage – both in the cloud and at the edge – than many are expecting today. Furthermore, the long-term winners are already known today with a high degree of certainty and we believe the current stock prices of these businesses are failing to adequately reflect what Montaka’s sees on the horizon.
Multiple S in the Alphabet: How the S-curve explains why mega-techs still have enormous upside
Investors look at mega-tech companies and feel they are over-valued- how could their growth stint continue in the same trajectory? The answer lies in the S-curve. Read on to know all about it.
What is the Creator Economy?
How microtransactions and advertising are sustaining the creator economy and enabling individuals to do creative work they enjoy.