Analysts Favor Twilio Over Trump Media & Tech Group
An analysis comparing Trump Media & Technology Group (DJT) and Twilio (TWLO) indicates that Twilio demonstrates stronger institutional ownership, profitability, and receives more favorable analyst recommendations. This highlights the importance of financial fundamentals and established performance over the hype surrounding politically-charged tech startups. The article suggests that Twilio, an established customer engagement platform, is a more robust investment opportunity than Trump Media & Technology Group.
How Rising Hedge Fund Stakes and Possible Truth Social Spinoff Will Impact Trump Media (DJT) Investors
Trump Media & Technology Group (DJT) has seen increased hedge fund interest and is considering spinning off businesses like Truth Social, sparking significant changes to its corporate structure. Despite management emphasizing a strong balance sheet, the company faces challenges including low revenue, substantial losses, and a stock decline of over 50% in the last year due to market concerns about execution risk and dilution. Investors are keenly watching how these developments, including a potential Truth Social spinoff, will affect the company's financial narrative and stock performance.
Trump Media Enters Nuclear Fusion via $6B Merger with TAE Technologies - News and Statistics
Trump Media & Technology Group Corp. is poised to merge with fusion energy startup TAE Technologies in an all-stock transaction valued at $6 billion, expected to finalize by mid-2026. Both companies' shareholders will likely own about half of the new entity, which will be led by co-chief executives. This move positions Trump Media in the competitive fusion energy market, where other firms are also going public and developing diverse reactor designs, including TAE's unique hydrogen and boron fuel approach.
Institutional Interest Growing in Trump Media & Technology Group (DJT)
Institutional interest in Trump Media & Technology Group (DJT) is increasing, with the number of hedge funds holding stakes rising to 21 in Q4 2025. The company reported a significant net loss and adjusted EBITDA loss for the full year 2025, but highlighted a strong balance sheet with $2.5 billion in financial assets. DJT is also exploring a potential spinoff of its businesses, including Truth Social, into a new publicly traded firm.
Vanguard (DJT) amends Schedule 13G, reports 0 shares after realignment
The Vanguard Group has amended its Schedule 13G filing for Trump Media & Technology Group Corp (DJT), reporting 0 shares beneficially owned and 0% of common stock. This change is due to an internal realignment effective January 12, 2026, which caused certain Vanguard subsidiaries to report their holdings separately, as per SEC Release No. 34-39538. The amendment clarifies that Vanguard no longer holds beneficial ownership of these securities, and the adjustment is procedural rather than a change in investment strategy or control.
Nuclear Power Equals Trump Profits
This article alleges that Donald Trump has significant financial interests in the nuclear industry, particularly fusion power, and stands to profit from its proliferation. It claims that his administration has simultaneously attacked renewable energy sources and weakened regulatory bodies like the Nuclear Regulatory Commission to benefit his investments. The authors raise concerns about conflicts of interest, public safety, and the potential for increased nuclear weapons proliferation due to fusion reactor byproducts.
Is Trump Media & Technology Group (DJT) Pricing Reflecting Recent Share Slump And DCF Estimates?
Trump Media & Technology Group (DJT) has experienced significant share price volatility, with recent declines. Simply Wall St's analysis, utilizing a Discounted Cash Flow (DCF) model and Price-to-Book (P/B) ratio, suggests the stock is currently overvalued. The DCF model estimates an intrinsic value of US$1.68 per share against a market price of US$9.05, while its P/B ratio is also higher than industry and fair ratio comparisons.
DJT Stock Today: March 24 Truth Social Posts Stoke Geopolitical Risk
Donald Trump's recent posts on Truth Social, including a threat against Iran and a reaction to Robert Mueller's death, are significantly impacting DJT stock by increasing geopolitical risk and platform engagement. While these events can cause volatility and short-term price swings, the stock's underlying fundamentals remain weak, characterized by deep losses and extreme revenue multiples. Australian investors are advised to focus on risk controls and technical levels rather than sentiment-driven rallies, as such bursts are likely to fade without operational improvements.
Trump's Truth Social burns $712 million to make $3.7 million
Trump Media & Technology Group, the parent company of Truth Social, reported burning $712 million last year while generating only $3.7 million in revenue. The company has attempted various pivots, including prediction markets, Bitcoin investments, and a surprising merger with a nuclear fusion company, TAE. This indicates a struggle to establish a viable business model beyond serving as a platform for its founder, Donald Trump.
Things Are Suddenly Looking Incredibly Bad for Trump’s Social Media Company
Trump Media & Technology Group (TMTG), trading as Truth Social, reported a staggering $712.1 million loss last year against only $3.7 million in earnings, causing its shares to plummet to an all-time low of under $9. This financial distress follows a pattern of desperate attempts to reinvent the company, including ventures into prediction markets, Bitcoin purchases, and a recent merger announcement with a nuclear fusion company. The continued stock decline is seen by some as a reflection of Donald Trump's waning popularity, rather than traditional business fundamentals, especially after recent political events.
Trump’s Disastrous Truth Social Company Hits Rock Bottom With Lowest Stock Price Ever
Donald Trump's social media company, Truth Social (TMTG), saw its stock price hit an all-time low of under $10, a significant drop from its nearly $80 peak in March 2024. The company reported a substantial loss of $712.1 million last year against meager earnings, highlighting its struggles as a viable business. TMTG has attempted various strategies, including a recent merger with a fusion power company and talks of spinning off its businesses, to stay afloat.
Why Trump Media & Technology Group (DJT) Is Down 7.4% After Pivoting From Media To Bitcoin Treasury Management
Trump Media & Technology Group (DJT) has seen a 7.4% stock drop after shifting its business focus from traditional media to managing a multibillion-dollar Bitcoin treasury and related financial products. This pivot is now central to its investment narrative, as the company reported a net loss of US$712.06 million against US$3.68 million in sales for 2025. The article highlights the fragmented investor opinions and legal scrutiny facing the company, emphasizing that its future largely depends on the success of its Bitcoin-focused ventures.
Trump Media & Technology Group (DJT) Valuation In Focus As Securities Fraud Deposition Renews Legal Scrutiny
Recent legal developments involving Trump Media & Technology Group (DJT) have intensified investor focus on litigation and operational risks. The company's stock, currently trading at $9.80, has seen declines in various return metrics and is significantly overvalued according to Simply Wall St's discounted cash flow model, which estimates a fair value of $1.73 per share due to its unprofitability and limited revenue. Investors are cautioned to consider the ongoing securities litigation and substantial losses when evaluating DJT's risk-reward balance.
Why Trump Media & Technology Group (DJT) Is Down 7.4% After Pivoting From Media To Bitcoin Treasury Management
Trump Media & Technology Group reported significant losses for full-year 2025 and has shifted its business focus from traditional media to managing a multibillion-dollar Bitcoin treasury and related financial products. This pivot is central to its new investment narrative, which now depends on the success of its Bitcoin ventures rather than its media operations, amidst ongoing legal scrutiny and governance questions. The article highlights the fragmented investor opinions on the company's future due to this volatile shift.
Why Trump Media & Technology Group (DJT) Is Down 7.4% After Pivoting From Media To Bitcoin Treasury Management
Trump Media & Technology Group (DJT) is down 7.4% after reporting significant losses in 2025 and shifting its focus from a media company to managing a multi-billion dollar Bitcoin treasury. This strategic pivot significantly redefines its investment narrative, moving away from Truth Social growth to asset values and product launches in the crypto space. The company faces ongoing legal scrutiny and governance questions, further complicating its financial outlook.
Trump Media Bitcoin Pivot Raises Questions On Valuation And Execution Risks
Trump Media & Technology Group (DJT) is shifting its business focus towards Bitcoin treasury management, including expanding financial assets and exploring ventures in ETFs, prediction markets, AI search, and fusion energy. This pivot comes as DJT's stock has seen significant declines, raising questions about valuation and execution risks given a reported net loss of US$712.1 million and existing risks highlighted by Simply Wall St. Investors are urged to closely monitor how these diverse initiatives are executed and impact the company's financial performance.
DJT Is No Longer a Media Company. It’s a Bitcoin Treasury With a Brand
Trump Media & Technology Group (DJT), initially classified as a media company, has primarily transformed into a Bitcoin treasury with its CEO Devin Nunes emphasizing its robust financial assets, which grew to $3.1 billion by Q3 2025. Despite minimal revenue from its Truth Social platform ($3.7 million in 2025), DJT's cash flow now stems from bitcoin-linked options and interest income, alongside investments in related ventures like Truth.Fi and a proposed merger with TAE Technologies. The company's valuation is heavily influenced by its Bitcoin holdings and its strong brand recognition, leading to its current trading status as a speculative vehicle rather than a traditional media stock.
Former U.S. trade chief Lighthizer resigns from Trump Media board
Former U.S. trade representative Robert Lighthizer has resigned from the board of directors of Trump Media & Technology, effective Friday. The Securities and Exchange Commission filing stated his departure was not due to disagreements with the company's management or board. Trump Media, known for its Truth Social platform, has recently shifted its strategy towards fusion energy through a merger with TAE Technologies.
Former US trade chief Lighthizer resigns from Trump Media board
Robert Lighthizer, former U.S. trade representative under Donald Trump, has resigned from the board of Trump Media & Technology Group (TMTG) effective last Friday. An SEC filing indicated that his departure was not due to disagreements with the company's management or board. TMTG, known for Truth Social, recently announced a strategic pivot to fusion energy through a merger with TAE Technologies.
A Look At Trump Media & Technology Group (DJT) Valuation After Deepening Losses And Planned TAE Merger And Truth Social Spin Off
Trump Media & Technology Group (DJT) is under scrutiny after reporting significant losses of US$712.06 million on US$3.68 million in sales for 2025, alongside plans for a merger with TAE Technologies and a Truth Social spin-off. Despite these challenges and recent share price declines, DJT trades at a premium Price-to-Book ratio of 1.8x compared to peers. A discounted cash flow model suggests the stock may be overvalued, flagging potential risks related to the planned merger and spin-off.
A Look At Trump Media & Technology Group (DJT) Valuation After Deepening Losses And Planned TAE Merger And Truth Social Spin Off
Trump Media & Technology Group (DJT) is under scrutiny after reporting significant losses of US$712.06 million on US$3.68 million in sales for 2025, alongside plans for a merger with TAE Technologies and a Truth Social spin-off. Despite these challenges and recent stock declines, its price-to-book ratio of 1.8x suggests it's overvalued compared to industry peers, which trade at 0.8x, implying that investors are still paying a premium. Discounted Cash Flow models further indicate an overvaluation, estimating a fair value of US$1.75 per share against a market price of US$10.74.
How Fusion Pivot and Truth Social Spin-Off Plans May Reshape Trump Media & Technology Group (DJT) Investors
Trump Media & Technology Group (DJT) reported significant losses for 2025 and is exploring a complex restructuring that involves a potential spin-off of its Truth Social platform after a merger with fusion firm TAE Technologies. This strategic pivot aims to shift the company's focus from a loss-making social media app to two more focused, albeit risky, entities with a significant venture into advanced energy. The article also highlights varying analyst perspectives on the company's valuation, underscoring the uncertainty surrounding its future.
Trump Media (DJT) Stock Is Sliding Tuesday: What's Driving The Action?
Trump Media & Technology Group Corp (DJT) shares were down on Tuesday, influenced by escalating Middle East geopolitical risks and the company's recent earnings report showing a significant net loss, despite positive operating cash flow and substantial financial assets. The stock has been in a downtrend over the past year, failing to recover previous levels, and the company is also considering a spin-off of its Truth Social platform.
Trump Media Explores Truth Social Spinoff in $6 Billion TAE Deal
Trump Media & Technology Group is considering spinning off its social media platform, Truth Social, into a separate public company after its merger with energy fusion startup TAE Technologies. This move aims to allow independent valuation of Truth Social, separating it from Trump Media's ventures in crypto and energy, which include a Bitcoin treasury and proposed crypto ETFs. The restructuring would potentially provide Trump Media with greater flexibility to pursue capital-intensive initiatives and isolate earnings volatility from its diverse business lines, following a significant net loss in 2025 largely due to crypto asset declines.
Trump Media considers spinning off Truth Social into public company
Trump Media & Technology Group (TMTG) is exploring the possibility of spinning off its social media platform, Truth Social, into a separate publicly traded company. This move would distinguish its social media and digital assets from its recently announced fusion energy venture, creating two distinct public businesses. This comes as TMTG aims to broaden its focus beyond Truth Social and capitalize on investor interest in emerging energy technologies.
Trump Media & Technology Group in talks to spin off Truth Social
Trump Media & Technology Group (TMTG) is reportedly in discussions to spin off Truth Social into a new publicly traded company. This move would occur after its merger with nuclear fusion startup TAE Technologies. The plan aims to create two distinct companies, separating TMTG's social media and other ventures from the combined TMTG-TAE entity, which would focus on nuclear technology.
Trump Media’s Stock Price Is Falling Even Faster Than His Poll Numbers
Trump Media and Technology Group is reportedly considering spinning off its Truth Social platform into a separate company due to years of financial struggles. The company, founded by Donald Trump in 2021, has failed to achieve its initial ambitious goals and has shifted strategies, including stockpiling Bitcoin, leading to significant losses. Its stock price has plummeted, and the Truth Social platform itself has a very small active user base, largely relying on Trump's own posts.
Trump Media Explores Spinning Off Truth Social
Trump Media & Technology Group is considering spinning off its money-losing social media platform, Truth Social, into a separate publicly traded shell company. This move would involve merging Truth Social with a special purpose acquisition company (SPAC), Texas Ventures Acquisition III, despite Trump Media's previous announcement of a merger with fusion power company TAE Technologies. The spinoff aims to create shareholder value by separating the distinct strategies of both entities.
Trump Media considers spinning off Truth Social into public company, reports wider annual loss
Trump Media & Technology Group (TMTG) is reportedly considering spinning off its social media platform, Truth Social, into a separate publicly traded company. This move would create two distinct publicly traded entities: one for social media and digital assets, and another focusing on fusion energy through its recent merger with TAE Technologies. The company reported a wider net loss of $712.3 million in 2025, up from $400.9 million in 2024, despite an increase in financial assets.
Trump's social media company weighs Truth Social spinoff
Trump Media & Technology Group is considering spinning off Truth Social into a new publicly traded company. This potential move aims to transform the beleaguered business, which has struggled financially despite efforts to diversify. The spinoff would occur after Trump Media's $6 billion merger with nuclear fusion company TAE Technologies and would involve the new Truth Social entity combining with a blank-check company.
Trump Media in talks to spin off Truth Social from DJT into independent stock
Trump Media & Technology Group (DJT) announced it is exploring a spin-off of its Truth Social platform into a separate, publicly traded company. This move would occur after its merger with TAE Technologies closes and aims to bring more public market attention to Truth Social. Shares of Trump Media rose on the news, as the company seeks to counter what it views as an "assault" on free speech by large technology firms.
Trump Media Explores Truth Social Spin-Off
Trump Media & Technology Group (DJT) is considering spinning off assets, including Truth Social, into a new publicly-traded entity to create distinct strategies for the resulting companies. This comes amidst ongoing discussions involving TAE Technologies and Texas Ventures Acquisition III Corp (TVA). The company is set to report earnings on March 10, 2026, with current technical analysis indicating short-term weakness for the stock.
Trump Media in Talks to Spin Off Truth Social
Trump Media & Technology Group is reportedly in discussions to spin off Truth Social and other businesses into a new publicly traded company. This move comes after the close of its previously announced merger with TAE Technologies. If the transaction proceeds, shares of the new company would be distributed to Trump Media shareholders before the TAE merger is finalized.
Trump Media & Technology Group (DJT) Valuation Check As Algorithmic Misconduct Allegations Draw Regulatory Scrutiny
Trump Media & Technology Group (DJT) is under regulatory scrutiny following allegations of algorithmic misconduct by trading firms, impacting its stock and cryptocurrency markets. Despite recent share price fluctuations, the company has seen a significant decline over the past year, trading at a Price-to-Book ratio of 1.3x, which is above industry and peer averages, despite modest revenue and ongoing losses. The article suggests DJT's valuation reflects future potential rather than current earnings, but cautions investors to also consider legal and regulatory risks.
Truth Social may be spun off into its own publicly traded company
Trump Media & Technology Group (DJT), TAE Technologies, and Texas Ventures Acquisition III are discussing a potential spin-off of Truth Social into a new publicly traded company, "SpinCo", after the pending TMTG-TAE merger. Under this plan, SpinCo shares would be distributed to TMTG shareholders before the merger closes, and SpinCo would then merge with Texas Ventures III. The remaining TMTG would retain TAE businesses and certain TMTG assets, aiming to create distinct pure-play companies designed to enhance shareholder value.
Truth Social Spinoff — DJT Stock Rises As Trump Media Explores Public Listing Deal For The Platform
Trump Media & Technology Group Corp. (DJT) is exploring spinning off its social media platform, Truth Social, into a new publicly-traded company. This move comes as Trump Media plans to merge with TAE Technology Inc. and Texas Ventures Acquisition III Corp. Shares of Truth Social would be distributed to existing Trump Media shareholders before the merger with TAE, and the social media platform would then merge with Texas Ventures III.
The Only Place You Won’t Find Trump’s Name – His Own Company’s Office
Donald Trump's name is conspicuously absent from the Florida headquarters of his own company, Trump Media & Technology Group, which owns Truth Social. Despite his name prominently displayed on other properties, the company's Sarasota office is an ordinary building with no outward indication of his involvement. This low-profile contrasts sharply with Trump's personal branding, which typically emphasizes his name in large, golden letters.
Why Trump Media (DJT) Is Down 9.3% After Bearish Trading Signals And Mixed Insider Activity - And What's Next
Trump Media & Technology Group's stock (DJT) is down 9.3% due to weakening post-merger momentum, bearish trading signals like fading short interest and increasingly negative option positioning, and mixed insider activity. The article suggests that sentiment is fragile, amplifying risks around execution, governance, and persistent losses, especially as the company is a small, loss-making platform aiming to pivot into broader digital and financial services. Investors are advised to consider various viewpoints and detailed analysis given the significant divergence in fair value estimates and ongoing merger complexities.
Trump's name oddly missing from Truth Social office in Florida
The article highlights the surprising absence of Donald Trump's name at the Sarasota office of Trump Media, the company that owns Truth Social. Despite his name being prominently displayed on numerous other ventures, it is conspicuously missing from the professional office building. This observation points out a peculiar discrepancy in branding efforts.
DJT Stock Draws Bearish Retail Buzz On Tariff Turmoil And Supreme Court Ruling
Trump Media & Technology Group Corp. (DJT) stock is experiencing bearish retail sentiment following a Supreme Court ruling that struck down President Trump's previous tariffs and new tariffs imposed by him. The stock traded down in Monday's premarket, with users on Stocktwits expressing frustration and predicting further decline. DJT has seen a decline of over 60% in the past year, amid these tariff disputes and the company's recent merger commitment with nuclear technology company TAE Technologies.
Trump's name oddly missing from Truth Social office in Sarasota
An article highlights the peculiar absence of Donald Trump's name at the Sarasota office of Trump Media, the company behind Truth Social. While his name is ubiquitous on various products and properties, the office building itself offers no indication of its famous owner. This contrasts sharply with Trump's usual practice of branding his ventures.
How Trump Media collapsed
Trump Media & Technology Group's stock (DJT) has collapsed since its peak in March 2024, trading below $10 per share, despite President Trump's extensive promotion of its Truth Social platform. The company reported poor fundamentals with low revenue and significant losses. TMTG's attempts to diversify into Bitcoin, "America First" investment products, a Crypto.com partnership, and even a nuclear fusion company have largely resulted in financial setbacks and unrealized losses.
DJT Stock Is Trading Near Record Lows. Why Trump Media Has Cratered.
Trump Media & Technology Group stock (DJT) experienced a slight rise on Wednesday after hitting a record low in the previous trading session. The article discusses the reasons behind the significant drop in the company's stock price.
A Look At Trump Media (DJT) Valuation As New Crypto ETF Filings Expand Its Business Scope
Trump Media & Technology Group (DJT) is under scrutiny after its subsidiary, Truth Social Funds, filed to launch two cryptocurrency ETFs, potentially expanding its business into crypto and fintech. Despite this new venture, DJT has experienced a significant stock pullback, raising questions about whether its current valuation of 1.2x Price-to-Book is justified, especially given its ongoing losses and limited revenue. The article suggests investors consider the company's financial risks and mixed outlook before making investment decisions.
Trump Media Stock Closes Below $10
Shares of Trump Media & Technology Group (DJT) closed below $10 for the first time since its public debut in March 2024, falling 9.7% on Tuesday to $9.91. The stock has experienced a significant decline, dropping by one-quarter in 2026 and approximately two-thirds over the past year, although it saw a 2% gain in premarket trading on Wednesday.
Trump Media Stock Falls Below $10 For First Time, Retail Frustration Boils Over
Trump Media & Technology Group Corp. (DJT) shares have dropped below $10 for the first time, leading to significant frustration among retail investors. The stock is down 25% year-to-date, with gains from a recent nuclear energy deal dissipating due to weaker fundamentals and investor concerns. Stocktwits users voiced strong negative sentiment, calling DJT a "scam stock" and a "pump and dump."
Trump Media files for new Bitcoin, Ethereum ETFs in president’s ongoing crypto blitz
Trump Media and Technology Group has filed for two new cryptocurrency exchange-traded funds (ETFs): the "Truth Social Cronos Yield Maximizer ETF" and the "Truth Social Bitcoin and Ether ETF". These filings signal President Donald Trump's continued push into the crypto space, offering exposure to CRO, Bitcoin, and Ethereum. The move follows previous crypto ventures by Trump Media and is being facilitated in partnership with Crypto.com.
Trump Media Files to Launch Truth Social-Branded Bitcoin, Ethereum, Cronos ETFs
Truth Social Funds, an ETF issuer from Trump Media and Technology Group, has filed to launch two new crypto ETFs. One ETF will focus on Cronos (CRO) with staking rewards, and the other will be a joint Bitcoin and Ethereum ETF with an approximate 60-40 split, also offering staking rewards from its Ether holdings. These filings follow previous applications for a solo Bitcoin ETF and a crypto blue chip ETF by Trump Media entities.
Trump-linked Truth Social seeks SEC approval for two crypto ETFs
Yorkville America Equities, the asset manager behind Trump's Truth Social brand, has filed with the SEC for two new cryptocurrency ETFs: a Bitcoin and Ether ETF and a Cronos Yield Maximizer ETF. The Cronos fund is notable for including staking rewards, aiming to generate yield. If approved, Crypto.com would partner to provide custody, liquidity, and staking services for these funds.
Trump Media and Technology Group files two new crypto ETF proposals following SEC delay
Trump Media and Technology Group (TMTG) has filed two new crypto ETF proposals for Bitcoin and Ethereum, and another tracking the native token of the Cronos blockchain (CRO) developed by Crypto.com. These filings come after the SEC delayed decisions on TMTG's previous crypto ETF proposals last August. Both new proposed funds would offer access to network staking rewards, with asset manager Yorkville America Equities acting as an advisor and Crypto.com handling custody, liquidity, and staking services.
