Strategy Sunday w/Armando Pantoja

Is the AI sell-off exposing a bubble—or revealing opportunities in the infrastructure powering the future? Join your host, Armando Pantoja, for Strategy Sunday — I Spotted the Real AI Trade in the Crash, My 6 Stock Watchlist as he explains why he’s watching the companies supplying the chips, memory, and electricity behind artificial intelligence. Armando revisits his Power Triad: compute, data, and energy, breaking down his six-stock watchlist: Nvidia, Microsoft, Taiwan Semiconductor, Micron, GE Vernova, and Oklo. He shares how each fits into his investment thesis, why energy remains a major focus, and why strong demand alone isn’t enough—valuation, execution, and the time needed to build infrastructure still matter. He also explores the emotional side of investing, sharing how he created barriers to his own panic selling during earlier crypto downturns. Finally, he discusses crypto custody tradeoffs and the renewed debate surrounding historical Ripple emails, separating past discussions from claims about XRP’s price today. In this episode: • The AI sell-off: Why Armando sees an infrastructure opportunity amid market fear. • The six-stock watchlist: NVDA, MSFT, TSM, MU, GEV, and OKLO—and the investment case he’s watching for each. • The Power Triad: How compute, data, and energy connect—and where shortages could create opportunities. • The long-term case for Oklo: Nuclear power, development timelines, and the difference between hype and execution. • Managing investment emotions: Personal lessons on patience and resisting panic selling. • Protecting your crypto: The tradeoffs between exchange access and cold storage. • Ripple and XRP: What historical emails do—and don’t—establish about current price claims. • The week ahead: Market reactions and economic developments on Armando’s radar. Follow Strategy Sunday for a weekly look at where money is moving—and the strategy behind your next move. This episode is for educational and informational purposes only and should not be considered financial advice. Always conduct your own research before making an investment decision.

Is the AI bubble bursting—or is fear distracting investors from the bigger picture? Join your host, Armando Pantoja, for Strategy Sunday as he breaks down the AI stock sell-off, crypto custody risks, and the questions investors should ask about Ripple’s expanding institutional reach. In this episode: • AI’s next chapter: The cost of building infrastructure—and who could benefit from that spending. • The Power Triad: Armando’s framework for evaluating opportunities across compute, data, and energy, including Microsoft, Micron, Oklo, and GE Vernova. • Ripple and XRP: Why company growth and partnership announcements don’t automatically translate into token demand. • Protecting your crypto: Exchange custody, hot wallets, and cold storage. • Preparing before uncertainty hits: Lessons in risk management, patience, and practical preparedness. Plus, Armando shares lessons from his own investment setbacks and what he’s watching in the week ahead. Follow Strategy Sunday for a weekly look at where money is moving—and the strategy behind your next move.

In this episode of Strategy Sunday, host Armando Pantoja explores how artificial intelligence, cryptocurrency, and the companies building AI infrastructure could shape the next era of investing. Armando shares his perspective on the AI bubble debate and explains why he’s watching long-term adoption, emerging payment systems, and the infrastructure supporting an increasingly automated economy. At the center of the conversation is his Power Triad thesis: compute, data, and energy. In this episode: AI and crypto convergence: How AI agents could use digital currencies to purchase data, pay for services, and transact with one another. XRP’s potential role: Why Armando sees an opportunity for XRP in automated commerce and cross-border payments—and why actual usage matters. Alphabet’s AI strategy: His outlook on Google’s custom chips, cloud business, and opportunities beyond search. TSMC and the semiconductor race: The investment case for the factories behind AI chips, along with the geopolitical risks to consider. Digital assets and generational wealth: Armando’s long-term perspective on Bitcoin, XRP, and asset ownership. What he’s watching next: Company earnings, chip orders, profitability, and evidence that AI demand is translating into business growth. Get ready for the week ahead with a conversation connecting emerging technology to the investment opportunities and risks on Armando’s radar. Follow Strategy Sunday on Spotify for weekly insights on AI, crypto, and the future of investing.

The next wave of wealth may depend on who supplies what the future can’t operate without. In this episode of Strategy Sunday, host Armando Pantoja explores XRP, Bitcoin, artificial intelligence, and the infrastructure behind the next technology boom through one central question: How do you separate a lasting investment opportunity from a stock running on hype? Armando begins with XRP and Bitcoin, explaining their different investment cases and why supply, demand, and adoption matter more than comparing their prices. He shares his outlook on the emerging machine economy, where AI agents and robots could transact with one another, and explores why he believes XRP could play a role. He also explains what he wants to see before adding to his position, including more evidence of payment adoption and a confirmed market uptrend. He then returns to his Power Triad: compute, data, and energy. Armando breaks down how growth in one area can put pressure on the other two, creating potential opportunities across semiconductors, memory, and electricity generation. He discusses AMD, Nvidia, Micron, and his long-term conviction in nuclear power while examining why customer demand must translate into reliable delivery and profitable execution. Finally, Armando challenges the idea that AI-generated stock picks are enough to build an investment strategy. He explains why timing, valuation, independent judgment, and understanding risk still matter, and shares his perspective on how ownership of AI infrastructure could shape generational wealth. In this episode: • XRP vs. Bitcoin: different roles, different investment cases • Why token supply matters when comparing crypto prices • AI agents, robotics, and the potential for machine-to-machine payments • What Armando wants to see before buying more XRP • Why AI-generated stock lists are only a starting point • The Power Triad: compute, data, and energy • How AI adoption could drive demand for chips, memory, and electricity • AMD, Nvidia, Micron, and the challenge of delivering AI infrastructure • Why nuclear power remains part of Armando’s long-term thesis • Asymmetric investing and the risks of backing emerging companies • Why a great company can still be a poor investment at the wrong price • Asset ownership and Armando’s outlook on generational wealth This episode is for educational and informational purposes only and should not be considered financial advice. Always conduct your own research before making an investment decision.

Every technological boom creates something it can’t operate without. In this episode of Strategy Sunday, host Armando Pantoja connects XRP, artificial intelligence, energy, and cybersecurity through one central question: Who gets paid to solve the constraints holding back the next wave of innovation? Armando begins with XRP, examining institutional fund flows and the price levels he wants to see before adding to his position. He explains why sustained momentum, regulatory clarity, and the infrastructure supporting institutional adoption are central to his outlook for the next crypto cycle. He then shares his case for an AI supercycle through the Power Triad: compute, data, and energy. Using Oracle’s data-center power challenges as a starting point, he explores how electricity shortages and data bottlenecks could create opportunities. He discusses why he is watching Marvell, Micron, and Constellation in the near term, while taking a longer-term view of nuclear companies Oklo and NuScale. Finally, Armando examines why cybersecurity could become increasingly essential as AI, digital finance, and connected technologies expand. He highlights CrowdStrike and Palo Alto Networks and explores the security challenges that could emerge from robotics and brain-computer interfaces. In this episode: • XRP fund flows and the role of institutional adoption • The $1.50 and $1.60 XRP levels Armando is watching • What Armando wants to see before buying more XRP • How regulatory clarity and infrastructure could shape the next crypto cycle • Why Armando believes AI is entering a supercycle • The Power Triad: compute, data, and energy • What data-center power constraints reveal about the AI build-out • Why Marvell and Micron are on his radar • Constellation, Oklo, and NuScale: different investment timelines • The growing need for cybersecurity across AI and digital finance • Why Armando is watching CrowdStrike and Palo Alto Networks • How to identify the companies supplying what the future needs This episode is for educational and informational purposes only and should not be considered financial advice. Always conduct your own research before making an investment decision.