Welcome to Strategy Sunday — where we position, not react.

This week, Armando Pantoja breaks down the macro forces quietly reshaping markets beneath the headlines. War tensions are rising. Oil is repricing. Uranium is tightening. Defense tech is accelerating. Nuclear energy is being reframed as national security. Bitcoin just triggered a short squeeze with $80M in liquidations.

These aren’t separate stories. They’re connected.

Capital is rotating toward scarcity:
Energy. Compute. Data. Infrastructure.

Fear is high — and accumulation is happening.

In this episode, Armando covers:

• Bitcoin’s breakout to $69K and what needs to happen next
• Why geopolitics is driving oil, defense, and uranium
• The “Peak Oil” reality nobody talks about
• How war environments historically shift capital flows
• Stocks positioned for energy security (Exxon, Cameco, URA)
• Why Palantir sits at the center of defense + AI
• The long-term nuclear thesis and NewScale’s SMR opportunity
• The intersection of AI data centers and power shortages

This isn’t about emotion. It’s about positioning.

If 2026’s biggest winners are being built right now, this is where it starts.

Tune in. Get ahead. Stay strategic.