To The Moon

$Palantir(PLTR)$ PLTR Q3 2026 results came in ahead of expectations. EPS was $0.47, up from $0.20 in Q3 2025, and revenue hit $2.31b, up 96% from the same quarter last year. Net income was $1.13b, up 137%, with margins at 49% compared to 40% a year earlier. The margin expansion was driven by higher revenue. Revenue beat analyst estimates by 6.1%, and EPS came in 17% above estimates. Revenue is forecast to grow 33% p.a. on average over the next 3 years, compared to a 17% growth forecast for the US Software industry. Over the last 3 years, EPS has increased by 89% per year on average, while the share price has risen 111% per year. The stock is tracking significantly ahead of earnings growth.

If Google Search keeps losing ground, Meta is the one that benefits. Instagram and Facebook already command attention at scale, ad dollars follow eyeballs, and Meta is now extending that advantage into search with Muse. $Meta Platforms, Inc.(META)$  $Alphabet(GOOGL)$ 

$Meta Platforms, Inc.(META)$ META has dropped more than 17% over roughly two weeks. Since 2013, there have been ten instances where META closed more than 17% below its price from 10 trading days earlier. A month later, it was higher in 9 of those 10 cases, with a median gain of 6.9%. Three months out, only 5 of 10 were higher. Half of these signals showed up in 2022. The one-year forward picture looks decent.

$Meta Platforms, Inc.(META)$ It's holding trendline support and looks about to reclaim the 200 DMA after the earnings drop. Also touched outside the lower Bollinger Band.

$Alphabet(GOOGL)$ Google is pulling a META. Both should recover before too long.

YTD performance for hyperscalers compared to SPY: SPY 12.90% $Amazon.com(AMZN)$  12.25% $Microsoft(MSFT)$  11.96% $Alphabet(GOOGL)$  3.17% $Meta Platforms, Inc.(META)$  -5.92% $Oracle(ORCL)$  -25.63%

$Meta Platforms, Inc.(META)$  I was originally planning to buy if META pulled back to 625, but their clear intention to do a clever split first and then dilute afterwards is a big concern. At this point, I think it could reach 600, but I'm not sure whether that level can hold, and I'm usually a 90% bull trader.

$Meta Platforms, Inc.(META)$  Down 4 days in a row. Will it stretch to a 5th? Sellers tend to get exhausted, and bots are generally trained not to sell after so many consecutive down days.

Finally one of the hyperscalers is outperforming SPY YTD. $Microsoft(MSFT)$  is up 12.61%, SPY is up 12.03%, $Amazon.com(AMZN)$  +9.97%, $SpaceX(SPCX)$  +8.81%, $Alphabet(GOOGL)$  +0.52%, $Meta Platforms, Inc.(META)$  -3.05%, and ORCL -35.58%.

$NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ Meta is kicking off an underwritten public equity offering to raise $35 billion, split between $22.5 billion in Class A common stock and $12.5 billion in preferred stock. There's also a planned $60 billion at-the-market program for Class C shares after that, which would bring the total expansion funding to $95 billion.