Every week on Strategy Sunday, Armando Pantoja helps investors prepare for what&#x27;s coming next—not react to what&#x27;s already happened. In this episode, Armando explores one of the biggest questions facing investors today: How valuable could SpaceX become as AI, data, energy, and space infrastructure converge? He also breaks down the future of AI infrastructure, Marvell Technology&#x27;s trillion-dollar potential, and why today&#x27;s AI boom looks very different from the dot-com bubble. Topics include: • Why SpaceX may be the first true civilization-scale company • The long-term implications of private companies controlling access to space • How the Power Triad—Compute, Data, and Energy—is shaping the next generation of wealth creation • Why NVIDIA CEO Jensen Huang believes Marvell Technology could become a trillion-dollar company • The critical role networking and data infrastructure play in the AI revolution • Rocket Lab, Redwire, and the impact of SpaceX&#x27;s latest valuation surge • Why AI infrastructure resembles the railroad and electric grid buildouts more than the dot-com boom • The difference between speculative bubbles and transformational technological revolutions • How investors can position themselves for the next decade of AI-driven growth If you&#x27;re looking for strategic insights into emerging technologies, disruptive innovation, and the trends shaping the future of investing, Strategy Sunday delivers the roadmap every week. Hosted by Armando Pantoja. New episodes every Sunday at 9 PM. #SpaceX #AI #Investing #Marvell #NVIDIA #FutureTech #StockMarket #ArtificialIntelligence #WealthBuilding #ArmandoPantoja #StrategySunday

Strategy Sunday with Armando Pantoja: SpaceX, AI Infrastructure, Marvell, and the Future of Civilization

Future Money with Armando Pantoja

# Full Transcript

**Podcast:** Future Money with Armando Pantoja

## Transcript

First, just wanted to say congratulations to the Knicks. I like the Knicks. A lot of people said that I didn't like the Knicks. I said Spurs is six just to be funny. I don't really follow basketball. You know, everybody knows this about me. I don't follow basketball until the finals. So, so yeah, we got a lot. We're going to talk about, we're going to lead off with SpaceX because a lot of people are very excited about that IPO. I didn't buy any, but I'm still watching it. Like I told you I would do.

I don't want to hurt anybody's feelings here, but the parallels to Rome are ridiculous. If you can't see the parallels to Rome, the fall of Rome that's happening all around us, you need to go back and get a history lesson. Okay. Think about this. We're one step, one step away from doing a death match on the White House line. We're one step away. I know some people out there like Trump, but back to that White House thing. During the fall of Rome, and I always

use Rome as a parallel, as a futurist, you have to look at the past and be able to tell you where the future is going. You have to understand this, is that during the fall of Rome, they had to make crazier and crazier spectacles to keep the people entertained. You all guys know all the stories. They filled the Coliseum with water. You know how much effort it took in that time for them to take, go over to the ocean, get sharks, bring them inland. Remember, this is a time when I refrigeration, they did that stuff.

And then put the sharks in the water and then fill the Coliseum with water so they could have naval battles. That's how bad it got at the end. The regular spectacles don't matter because people would need to see. That's the thing about spectacles and entertainment. It has to be more and more. Now boxing don't count no more. You got to see bare knuckles for boxing. That's what's coming big right now. Bare knuckles boxing. I went to a bare knuckles boxing match in Miami.

You know what they advertise it as? Front row seats get blood on your face. And people were like, wow, I'm sitting front row. Hope I get some blood on me. That's the type of savagery that we have to see now because people need to be distracted from what's happening all around them. So that's where we're at right now. That's where we're at right now. But I want to get into this SpaceX because a lot of people are asking about it. I want to make sure I stay true to the topic. And a lot of people have asked me several times, like, where do I see SpaceX?

I was on an interview with USA Today this week or last week, and they asked me where I see SpaceX. Anybody that's been following me for years, I was on this two, three years ago. I try to look forward, but that's what I've always been about, being ahead of the crowd. And the only way you can be ahead of the crowd is with constant vigilance, education, research, and being around the right people...

Strategy Sunday with Armando Pantoja: SpaceX, AI Infrastructure, Marvell, and the Future of Civilization

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Strategy Sunday with Armando Pantoja: SpaceX, AI Infrastructure, Marvell, and the Future of Civilization

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.