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The AI arms race just left the planet. Jeff Bezos and Elon Musk are now competing to build data centers in orbit, betting that 24/7 solar power and zero weather interruptions will make off‑world computing cheaper than anything on Earth. Bezos’ Blue Origin and Musk’s SpaceX are pitching investors on the idea that the next trillion‑dollar infrastructure play might not even have gravity.

Oh, and Elon Musk is planning have SpaceX go public next year at a $1.5T market cap. No big deal, bro. Just the richest man on earth doing the the largest IPO of all time, bro.

Back on the ground, Oracle’s stock dropped 11% after missing revenue expectations, dragging Nvidia and AMD down with it. The selloff showed how twitchy the AI trade has become: one weak quarter from a cloud heavyweight and suddenly everyone’s questioning the “AI buildout.” Oracle’s $50 billion in projected capital expenditures and negative $10 billion free cash flow didn’t help.

Still, the long‑term thesis stands. Demand for compute keeps exploding, and the companies building the hardware, chips, and infrastructure (whether in Louisiana or low orbit) are shaping the next decade of returns.

Meta’s AI strategy is starting to look like a group project gone sideways. After spending $14.3 billion to poach Scale AI’s founder , Alexandr Wang, and his team, Mark Zuckerberg’s empire is now split between the old guard optimizing ad clicks and a new lab chasing “godlike” superintelligence. The result: layoffs, 70‑hour weeks, and a model codenamed Avocado that’s still not ripe. However, deciding to FINALLY cut metaverse spending did wonders for the stock lol.

Meta’s internal chaos lands as Nvidia denies reports that China’s DeepSeek is using smuggled Blackwell chips, and Wall Street starts hedging its AI exposure for 2026. Strategists expect only a 6% S&P 500 gain next year, with JPMorgan’s David Kelly calling it a “year of risk reduction.” We’re seeing the shift from hype to hedging; AI’s still hot, just not untouchable.

Meanwhile, Palantir scored a $448 million Navy initiative to speed up submarine production, proving government AI spending is still full steam ahead. For the average investor, the playbook is changing: less moonshot, more margin. We’ve said it before, and we’ll say it again: Picks and shovels, people, not chips.

A quick compilation of Warren Buffett’s right-hand man Charlie Munger being unhinged, as the kids say these days:

This episode of This Week in Tech tears into the myth of a booming Black Friday, the tech misfires hitting America’s biggest defense darlings, and why China is suddenly the world’s unexpected champion of “open” AI models.

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That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake