
Welcome to Strategy Sunday — where we don’t react, we position.
This week, Armando Pantoja breaks down the biggest market shifts shaping the next 7 days… and potentially the next decade.
Software stocks are getting crushed by AI fears. Quantum computing names are surging on hype. Meanwhile, the overall market is sitting near historic highs — leaving one big question:
Are we early in the next major leg up… or is everything starting to crack?
In this episode, we dive into:
This isn’t about hype. It’s about understanding cycles, conviction, and spotting asymmetric opportunities before the crowd.
The next wave of winners is being built right now.The question is — will you be positioned for it?