Welcome to Strategy Sunday, where we don’t react — we position.

This week’s episode breaks down a structural shift happening beneath the surface of the markets. This isn’t about one stock, one headline, or one trade. Capital is reorganizing around power: compute, energy, and data.

Bitcoin sits at the center of a liquidity reset as regulatory frameworks evolve and stablecoin legislation takes shape. Meanwhile, AI giants are deploying hundreds of billions into infrastructure, chip manufacturers are quietly strengthening their dominance, and companies like Nvidia, TSMC, and Palantir are positioning themselves inside a rapidly changing geopolitical landscape.

We cover:

• Why short-term crypto volatility doesn’t change the long-term trajectory

• How liquidity, regulation, and sentiment are shaping Bitcoin’s path

• Nvidia’s earnings, AI spending trends, and the long-term commoditization risk in chips

• The “pick-and-shovel” strategy behind Taiwan Semiconductor

• Palantir’s role in a world where AI becomes national infrastructure

• The core thesis: eventually, all assets consolidate under compute, energy, and data

If you want to understand where the biggest winners of 2026 and beyond may emerge, this is where you start.

Position smart. Think long term. Welcome to Strategy Sunday.