
Strategy Sunday: The AI Energy Crisis, Nuclear Power Plays & How 2026 Is Really Built
Welcome to Strategy Sunday, where we don’t react — we position.
In this episode, host Runup on Taha breaks down the real forces shaping the next week, the next quarter, and potentially the rest of your financial life. From the looming AI-driven energy crisis to why nuclear power is no longer optional, we explore how hard limits in society create the biggest investment opportunities.
You’ll hear:
Why energy — not chips — is the next AI bottleneck
How small nuclear reactors could power the future of data centers
Why panic selling drives volatility — and how disciplined investors win
A deep dive into OKLO, nuclear energy, and long-term conviction investing
The truth about AI bubble fears, market psychology, and rare historical signals
Why Alphabet, metals, and energy could explode into 2026
Why charts alone won’t make you wealthy — and what actually does
This episode is about macro thinking, structural cycles, and positioning ahead of consensus. If you want clarity in chaos and strategy over fear, this is your Sunday reset.
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