Is the AI boom really a bubble—or are investors missing the bigger picture? In this episode of Strategy Sunday, Armando Pantoja breaks through the fear, headlines, and market noise to explain what&#x27;s actually happening beneath the surface. From AI valuations and infrastructure spending to SpaceX, Rocket Lab, Oklo, and the future of energy, data, and compute, Armando shares the long-term framework serious investors need to navigate today&#x27;s market. Topics covered include: Why AI valuations and AI technology are not the same thing The Power Triad: Compute, Data &amp; Energy What history teaches us about the dot-com bubble SpaceX&#x27;s record-breaking IPO and what it means for investors Why Rocket Lab could offer greater upside Oklo&#x27;s long-term potential despite recent declines The future of AI infrastructure, nuclear energy, and the next decade of investing Whether you&#x27;re investing for the next quarter or the next 20 years, this episode provides a strategic perspective on where capital is flowing, where opportunity is emerging, and how to position yourself ahead of the crowd. Subscribe and follow for weekly insights on AI, stocks, crypto, emerging technologies, and the future of wealth. #StrategySunday #ArtificialIntelligence #Investing #StockMarket #SpaceX #RocketLab #Oklo #AI #FutureWealth #ArmandoPantoja

Strategy Sunday: Is AI the Next Dot-Com? What the Data Actually Says

Strategy Sunday w/Armando Pantoja

One stock is down 75% from its highs. Another just began the most expensive IPO in history. And this week, analysts are saying that the AI bubble could burst this quarter. Now, here's the question nobody's talking about right now. Are they right? Because what I'm seeing buried in the data tells a very different story. Welcome to Strategy Sunday. Every Sunday at 8pm, I bring you the strategy behind the headlines. I'm Armando Pantoja, your host, futurist, asymmetric investor, and the creator of multiple exits. Future money is about clarity, time, and time.

I break down what's coming, why it matters, and how to stay ahead and build wealth in this fast-changing world. Let me start with the bears because I want to be fair here. They are not entirely wrong. So I'm not here to tell you everything's fine. It's not. But here's the distinction that's going to separate the investors who make a lot of money over the next five years and the ones who panic out of the best positions of their lives. The bubble is in valuations. It's not in the technology. People get that confused all the time. They are completely too complex.

Completely different things. And right now, most people are treating them as the same. That the technology is failing. Bubble and technology are normally used in the same vein as failure. And that confusion is going to be very expensive. With nuclear, space exploration, and infrastructure, AI, and even quantum computing on the horizon. The technology is real. The infrastructure that they're building right now is structural. But you do have to be careful. Remember, dot-com boom destroyed trillions, but it did not destroy the internet.

Strategy Sunday: Is AI the Next Dot-Com? What the Data Actually Says

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Strategy Sunday: Is AI the Next Dot-Com? What the Data Actually Says

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.