Feb. 4 at 7:38 PM
$TOYO Lets keep in mind that Elon has been harping on solar for a while.
$QQQ drawdown is what is causing
$TOYO to not violently rerate the upside. <2.5 '27 EPS, strong solar theme (take a look at
$JKS before
$QQQ selloff).
$TOYO float, huge insider ownership and litigation that was pending for over a year just resolved last week. The fact that
$TOYO is positive on a day where everything is getting crushed is incredible in its own right. No other credible solar plays trading near <400M market cap. If
$TOYO rerated to
$TE valuation we'd be sitting closer to a
$25 stock price. American solar at a dirt cheap valuation with plans to ramp to 8.5GW when all data centers are screaming for more energy yesterday. Solar and
$TOYO are the fastest way to get clean cheap energy quickly to the grid and for behind the meter power generation.
