Thoth Capital

21 | 80% swing trading, 20% long-term | Diversification is for the weak | Manage 5 figure portfolio focusing on Fintech, AI, and Energy.

[Thoth Capital @ThothCapital]

Biggest grift ever. He will go down as the worst president in history just so he could fund his own wealth.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Breaking: President Trump's family has reportedly made ~$2,300,000,000 from crypto since he won the presidency, per Reuters

[Thoth Capital @ThothCapital]

@bhushan_55 It’s clearly a risk but they have already been doing this with no problems. They are expanding more into the US since the demand for utility solar is sky high. Building multi gigawatt factories in Houston is a step in the right direction. Lastly, stupidly cheap on valuation.

[Thoth Capital @ThothCapital]

More I look at $TOYO the more excited I get.

[Thoth Capital @ThothCapital]

I think algorithms are just going to work here. Oil is down below $90, guess yesterday was a DCB.

[Thoth Capital @ThothCapital]

How has that $ENPH call buyer not taken profit, absurd.

[Thoth Capital @ThothCapital]

Anotha one

[Thoth Capital @ThothCapital]

Anyone have a report on $GENI? How is this not a long, looks so freaking cheap. Also, $GAMB down 40%, I remember cutting my loss on this name at $8 a share, glad I did. I'll check their report to see if I'm missing something.

[Thoth Capital @ThothCapital]

They realize the opportunity at hand and want to expand more into the US solar market which is massive. I expect to see debt raises over the next year but doesn’t bother me since they are profitable, great management, and high future growth potential.

[Thoth Capital @ThothCapital]

I thought the $TOYO news was good and is why I added on this dip. Down 20%+ last 2 days, good time to add imo.

[Thoth Capital @ThothCapital]

I thought the $TOYO news was good and is why I added on this dip. Down 20%+ last 2 days, good time to add imo.

[Thoth Capital @ThothCapital]

@trevhesinvests IR person working overtime recently

[Thoth Capital @ThothCapital]

@FoxyFomo Just algorithms working, the news was positive today.

[Thoth Capital @ThothCapital]

I always keep coming back to $PGY and $TOYO since the premiums are nice and companies are undervalued. These continue to be my favorite stocks for options.

[Thoth Capital @ThothCapital]

If you want exposure to AI names, look at $CRSR, potential acquisition target with decently cheap forward earnings.

[Thoth Capital @ThothCapital]

@NickNemo17 "Nick Nick Nick you're not listening." I think he said this over 100 times and I stopped midway through.

[Thoth Capital @ThothCapital]

Ton of capital is getting sucked up from equity raises and upcoming future IPOs. Need to get that cash from somewhere which 100% affected the selloff today.

Rate hike probabilities also went up but I doubt we see this because Trump would literally flip his shit.

[Thoth Capital @ThothCapital]

@Investor_NICK_ atl somebody gets it

[Thoth Capital @ThothCapital]

SpaceX news is bullish for cloud infra. Pretty expensive for some B200s. I think this will increase SpaceX revenue by like 50% or something crazy.

[Thoth Capital @ThothCapital]

@senor_margarita At least one of us didn’t get slaughtered today

[Thoth Capital @ThothCapital]

$TRT honestly looks good here

[Thoth Capital @ThothCapital]

If you were contemplating buying $PGY, I think now is the perfect time. Selloff after great Q1 earnings, CEO bought for 2nd time ever, and poor sentiment around interest rates. This is priming to be over $20 by YE and $30+ in 2027, mark it.

[Thoth Capital @ThothCapital]

Rolled up my $PGY puts to $14, if Gal likes it here then I really like it here.