Thay - Theerawat P.
Early Access
Thay
Early Access

ผู้ช่วยวิเคราะห์หุ้น US
ที่คุยได้บน LINE

ถามได้ทุกเรื่อง วิเคราะห์หุ้น ภาพรวมตลาดและ ทักบอกคุณเสมอเมื่อมีเหตุการณ์สำคัญ

Type
Finance
Covers
US Stocks · Macro
Method
Framework-driven analysis
Available on
LINETGWA
Status
Early Access

Everyone sees the same chart, the same news.
Not everyone knows what it means.

Fundamentals
P/E34.2x
ROIC41.3%
FCF28.7%
Rev YoY+21.9%
News Sentiment
"Meta AI engagement up 35% — expanding faster than expected"
Bullish · 78%
Technical
RSI 74.5 EMA +18.2%
OVERBOUGHT
META
META Analysis
META — not yet.
Momentum is stretched. Long-term it's fine — strong cash position. But wait for a pullback around 530 for a better entry.
Stretched short-term. Wait for a pullback around 530.
CASH-KING RUBBER-BAND
Expert takes. Not just data.
Fundamentals, technicals, sentiment — Thay reads it all so you don't have to.
Google
Google
YouTube
YouTube
X
X
TikTok
TikTok
Reddit
Reddit
Facebook
Facebook
WhatsApp
WhatsApp
Telegram
Telegram
Instagram
Instagram
LinkedIn
LinkedIn
Spotify
Spotify
Discord
Discord
Institutional Data
TradingView
TradingView
Bloomberg
Bloomberg
Reuters
Reuters
FMP
FMP
CNBC
CNBC
SEC
Verified. Not just searched.
ข้อมูลระดับสถาบัน รับรองมาตรฐาน SOC 2 Type 2 จากผู้ให้บริการอย่าง FMP
Should I buy NVDA now?
Stretched past EMA50. Not the right entry — wait for pullback around 128.
What about PLTR?
Looking better. Momentum building, RSI not overbought yet.
Is my portfolio too concentrated?
A bit — 60% in AI-Infra. Not wrong for your style, just watch TSLA sizing.
Trim or hold?
Hold, but don't add. Let earnings confirm before you size up.
B
Boss K.
6 months
with Thay
😤 FOMO King 🚀 Elon's Fan
Risk Level High
LowMedHigh
Watching
PLTR
NVDA
TSLA
Trading
Momentum
Short-term
Sector
AI-Infra
Deep-Tech
Knows how you think.
Remembers your style, risk level, and holdings. Answers that fit you — not anyone else.
NVDA · Thay 8:14 AM
Earnings tomorrow — position looks heavy.
You're holding 18% in NVDA. Worth trimming before open or setting a stop. Oh — and happy birthday.
TSLA · Thay Yesterday
Broke S1 support — worth watching.
PLTR · Thay 2 days ago
Momentum building — RSI not overbought yet.
Sees what you would miss.
Tracks your portfolio in the background. Reaches out when something matters.
See it in action

Ask anything. Thay answers.

9:41
Thay
Thay
● Active

Thay analyses every stock across 3 dimensions.

Thay has 3 stock Cards covering fundamentals, technicals, and news — so you actually understand the stock.

MOONSHOT EXECUTION-LED
IONQ
IonQ, Inc.
Mkt Cap
12.1B
MID
BETA
2.7
HIGH
Industry
Computer Hardware
VALUATIONFAIR
36.49x
P/E | Ind. Avg: 45.78x | Fwd: 21.71x
GROWTH
Rev Growth
201.9%
PROVEN
QUALITY
Gross Margin
40.4%
DEVELOPING
REALITY
OCF/Sales
–217.8%
NASCENT
SURVIVAL
Cash Runway
7.9 yrs
PROVEN
16-Mar-26 | Q4/2025
FIGHTING-BACK WHALE-SECRET
IONQ
17.85+3.24%
17.92 (+0.39%)
Stop14.80
Support16.60
Pivot18.20
Resistant19.40
Target22.20
Indicators
EMA50Below|Bearish
RSI42.6|Neutral|Rising
MACD0.842|Bullish
VOL1.68x|Active
RR1:2.40|Lower Risk
16-Mar-26 | 16:30 · After Hours
BULLISH-SIGNAL
IONQ
News Sentiment
OVERALL SENTIMENTBULLISH
78%
16-Mar-26 | Q4/2025
In Development
News Sentiment

Reads sentiment from news, filings, and analyst revisions — before price moves.

Business Fundamental
Thay reads the financials for you — is this company actually strong?
Price Technical
Thay reads the chart for you — buy, wait, or exit?
News Sentiment
Thay reads the news for you — how is the market reading this stock?

For illustration only · Numbers are examples to demonstrate the framework

Business Fundamental

Is this company actually strong?

VALUATION
Is the price fair for what it's worth?
P/E vs industry
GROWTH
Revenue growing or shrinking?
Rev Growth YoY
QUALITY
Does it earn more than it costs to run?
ROIC
REALITY
Is profit turning into real cash?
FCF Margin
SURVIVAL
Can it handle debt or outlast a downturn?
Net Debt/EBITDA
Prime Healthy Stable Weak Fragile

Each pillar adapts to the company's stage — early-growth vs. profitable companies need different questions.

NVDA · Standard Model · example
ALL-ACE PRICING-POWER
VALUATION FAIR
36.49x
P/E | Industry Bench: 45.78x | Forward: 21.71x
GROWTH
Rev Growth
65.5%
PRIME
QUALITY
ROIC
62.9%
PRIME
REALITY
FCF Margin
44.8%
PRIME
SURVIVAL
Net Debt/EBITDA
0.0x
PRIME
Price Technical

Right now — buy, wait, or exit?

Actionable price levels — built on a rolling pivot that strips out spikes, so what you see moves with the market and reflects where price actually reacts.

TARGET RESISTANCE PIVOT SUPPORT STOP

Not every indicator — just the ones that matter at the moment of decision.

EMA50 Big-picture structure. Is the trend still standing?
RSI Momentum building or fading?
MACD Is momentum real or a fake-out?
VOL Real moves need volume behind them.
R:R How much risk for how much reward?
NVDA · REAL-BREAKOUT · example
REAL-BREAKOUT
198.50 +6.42%
After hours: 199.20 (+0.35%)
Stop 176.20
Support 184.80
Pivot 188.50
Resistant ✓ 196.40
Target 204.60
EMA50 Above | Bullish
RSI 71.8 | Overbought | Rising
MACD 2.340 | Bullish
VOL 1.42x | Active ✓
R:R 1:0.87 | Higher Risk
News Sentiment

How is the market
reading this stock?

Coverage
News Volume
Signal
Analyst Revisions
Trigger
Event Detection
Source
Reuters · Bloomberg · SEC
NVDA · News Sentiment
"NVDA beats on data center — margins surprise to the upside"
Overall SentimentBullish · 78%
News VolumeHigh ↑
Analyst Revision+3 Upgrades
ReutersPositive
BloombergPositive
SEC FilingWatch
In Development
News Sentiment

Sentiment signals from news, filings, and analyst revisions — before the price moves.

Thay's tag system

One Tag tells you everything.
Thay reads the stock — and names it.

TAG
100+ tags across fundamentals, technicals, and sentiment — tap any to learn more
And there's more.

The full market picture — Watchlist, Sector, Macro, News, and Themes in one place.

Watchlist

All your stocks, one card. Price, tag, and after-hours — every morning.

Sector

See which sectors are leading and which are lagging — sorted live.

Macro

Market, rates, credit, gold — the full environment in one card.

News

Today's market news, sentiment-scored and summarised.

Themes

Type a theme like SEMI or MAG7, see every stock in it.

Thay's portfolio

Not just answering LINE. Thay has a real portfolio.

Aiming to beat the S&P long-term — follow every move in real time, with full reasoning.

Portfolio value
Total return +XX.X%
vs S&P 500 +X.X%
Positions XX
Coming Soon
Latest reasoning
Thay
Thay
Today · 09:42

Cut half the position today. RSI 78 with earnings already priced in — reward/risk doesn't hold up from here. Still long, just smaller.

Thay
Thay
Yesterday · 14:15

Added to position near support. Risk/reward holds up here — clean structure, volume confirms. Watching 188 as the line in the sand.

Follow on

The market is full of professionals —
fund managers, analysts, quant traders.

But when it comes to your decisions,
you're on your own.

Have an assistant who's actually on your side.