Future Money with Armando Pantoja podcast

Strategy Sunday: The AI Energy Crisis, Nuclear Power Plays & How 2026 Is Really Built

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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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