Armando Pantoja · The CNC Group

Five rooms.
One thesis.

The next economy runs on energy, compute and data — and the people who understand where capital moves early will have the advantage. That thesis runs through everything here. Pick the depth that suits you.

The Weekly Read

Freeforever

Armando's public thinking, every week — where the money is moving across AI, energy, compute and the markets that price them. Start here and read for as long as you like.

For · Anyone curious
Subscribe free →
Most join here

The CNC

$897/ year

Private Investor Network. Live calls every week, Armando's positioning as it happens, every call on the record, and a room of people building alongside you, not spectating.

For · Investors building
Join the community → Or apply →
Opens 12/4

The Triad Report

$1,999/ year

The Power Triad, researched monthly — energy, compute and data, where capital moves before it's obvious. Every issue: the thesis, the names, and the reasoning shown. Founding subscribers lock their rate for life.

For · Builders & thinkers
Apply →
Waitlist · Opens 2027

CNC64

$7,500/ year

An exclusive global community of ultra-high-net-worth entrepreneurs, investors, and executives. Pro-level positioning across macro, AI and digital assets, direct-access sessions, access to private deals, and the playbook as it runs, not after.

For · Net worth $1 million+
Qualifying for Membership →
Opens Dec 4, 2026

The Capital Circle

$30,000/ year

A closed peer room for people who deploy capital — funds, operators, owners. The first room convenes at Future Wealth in Miami, December 4–6. Membership is never sold, only applied for.

For · Funds, operators, allocators
Request access →

One framework, five depths. Nothing here promises returns and nothing here is financial advice — it's the way Armando reads the next economy, at whatever depth you want to engage it. The deepest room of all is a weekend: The Future Wealth Conference, Miami, December 4–6.

thecncgroup.com