Strategy Sunday: Is AI the Next Dot-Com? What the Data Actually Says
Is the AI boom really a bubble—or are investors missing the bigger picture?
In this episode of Strategy Sunday, Armando Pantoja breaks through the fear, headlines, and market noise to explain what's actually happening beneath the surface. From AI valuations and infrastructure spending to SpaceX, Rocket Lab, Oklo, and the future of energy, data, and compute, Armando shares the long-term framework serious investors need to navigate today's market.
Topics covered include:
- Why AI valuations and AI technology are not the same thing
- The Power Triad: Compute, Data & Energy
- What history teaches us about the dot-com bubble
- SpaceX's record-breaking IPO and what it means for investors
- Why Rocket Lab could offer greater upside
- Oklo's long-term potential despite recent declines
- The future of AI infrastructure, nuclear energy, and the next decade of investing
Whether you're investing for the next quarter or the next 20 years, this episode provides a strategic perspective on where capital is flowing, where opportunity is emerging, and how to position yourself ahead of the crowd.
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