Strategy Sunday: AI Bottlenecks, Spirit Collapse & The Next 2026 Winners

This week isn’t about reacting—it’s about positioning.

In this episode of Strategy Sunday, Armando Pantoja breaks down the real moves shaping the next 7 days—and potentially your entire year. Markets are shifting faster than most people can process, and the biggest opportunities aren’t showing up in headlines—they’re forming underneath them.

From AI infrastructure hitting critical bottlenecks to capital rapidly rotating into energy, data, and next-gen systems, this episode connects the dots so you can move ahead of the curve—not behind it. We also unpack the collapse of Spirit Airlines, not just as news, but as a real-time case study in how businesses succeed, fail, and reshape entire industries.

This isn’t theory. This is how the system actually works.

Inside this episode, we dive into:

• Why chasing Intel over NVIDIA could be a costly mistakeUnderstanding momentum, positioning, and why following the crowd at the wrong time can destroy returns.
• The hidden opportunity inside bankrupt stocks—and the risk most people ignoreBreaking down the “bankruptcy bounce” phenomenon and why it’s one of the most dangerous trades in the market.
• How pricing strategy can make—or destroy—a businessWhat Spirit Airlines got right, where it failed, and why competing on price alone is a losing game.
• The coming SpaceX IPO and the real trade nobody is talking aboutWhy the biggest opportunity isn’t just SpaceX—but the entire ecosystem surrounding it.
• AI’s biggest constraint right now: memory, not computeThe overlooked bottleneck that could define the next phase of AI—and where smart money is starting to move.

Everything is connected—and it’s all happening fast.

The system is shifting into a new phase, and most people won’t realize it until it’s too late. The biggest winners of 2026 aren’t reacting when it’s obvious… they’re positioning right now.