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DJDJT

Trump Media & Technology Group Corp.

$DJT·$2.4B·Internet Content & Information·Communication Services
$8.49+4.8%YTD-36.4%1Y-52.4%
Mentions · last 7 days
2026-06-13: 41 posts2026-06-14: 60 posts2026-06-15: 124 posts2026-06-16: 150 posts2026-06-17: 133 posts2026-06-18: 117 posts2026-06-19: 50 posts680+7%
Price updated 12h ago·X counts updated 12h ago
DJDJT
Trump Media & Technology Group Corp.$DJT
$8.49+4.81%680 posts+7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DJT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyStalledAI verdict · as of 2026-06-20

The move has stalled — likely just drifts unless something new shows up.

Trump Media is becoming a TAE Technologies fusion-power vehicle via merger — Truth Social won't be its own company anymore.

Trump Media & Technology Group runs Truth Social, the social-networking platform announced as merging with TAE Technologies — a fusion-power developer. The fundamentals are essentially nonexistent at scale: Q1 FY26 revenue $871K (yes, thousand) against a $2.35B market cap, which implies a P/S of ~630x and operating margin at -5,685%. The stock at $8.49 is down 36% YTD and 52% over twelve months, sits at the 5.6th percentile of its 52-week range. The structural change: the TAE Technologies merger has been formally framed as 'Truth Social won't be its own company anymore' (TMTG + TAE combined entity rather than a Truth Social spinoff per the May 26 8-K and June 10 update). The Trump-personal Truth Social stake lost $1.3B in value as the merger reshapes the franchise. The bear chatter focuses on alleged naked-shorting suppression, fear of a 500-to-1 reverse split, and frustration with the price action — the equity story now hinges on whether the TAE fusion-power merger validates and creates value beyond the Truth Social standalone narrative.

Agrees with X sentimentThe bearish chatter (alleged naked-shorting suppression + fear of 500-to-1 reverse split + adding shares at $8.30) reflects the real situation: $871K Q1 revenue against a $2.35B market cap = P/S of 630x. The TAE Technologies merger means Truth Social won't be its own spinoff. The bull thesis depends on the TAE fusion-power merger validating beyond what Truth Social standalone could offer.

What to watch: TAE Technologies merger closing terms and timing. Q2 FY26 earnings July 31 — any meaningful revenue inflection on the social platform side. TAE fusion-power technical milestones if/when the merger closes — that's the new equity-story driver.

On the calendar: 2026-07-31 — Q2 earnings

fusion power merger pendingextreme ps multiplenarrative changing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment7 posts analyzed · as of 2026-06-19

Trump Media posts dominate complaining about alleged naked-shorting suppression, with bulls fearing a 500-to-1 reverse split and adding shares at $8.30. Authors call on SEC, FINRA, and DOJ to address counterfeiting, but the dominant tone is frustration with the price action.

Read the AI verdict + X sentiment for $DJT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Trump Media & Technology Group Corp., founded in 2021 and based in Sarasota, Florida, is the organization that operates Truth Social. This digital platform provides social networking services to users across the United States.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $DJT.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk. Google's $920M/month SpaceX compute contract underscores how incumbent ad platforms simultaneously fund and benefit from AI infrastructure scale.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
-1.8%YTD
+4.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-8.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-52.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
629.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-58.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-26.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 8, 2026$-1.08——
Q4 2025Feb 27, 2026$-2.37——
Q3 2025Nov 7, 2025$-0.14——
Q2 2025Aug 1, 2025$-0.08——
Next earningsFri, Jul 31

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$871K+6.1%-287%-5685%$-1.47$17.9M
Q4 FY25$1.0M+0.5%45.4%-4509%$-2.19$12.1M
Q3 FY25$973K-3.8%54.1%-5926%$-0.20$10.1M
Q2 FY25$883K+5.5%61.2%-4926%$-0.08$1.8M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-29.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 159.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β4.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 108-K — Item 7.01: Press release / Reg FD
AI summary

Trump Media & Technology Group Corp. (DJT) and TAE Technologies, Inc. issued a joint press release on June 10, 2026 updating investors on the status of their previously-announced merger; the press release is attached as Exhibit 99.1 but its specific content is not reproduced in the body excerpt. The filing notes TMTG intends to file a Form S-4 registration statement for shares to be issued in the transaction. Routine merger progress disclosure — no new financial terms or closing timeline details are visible in the available excerpt.

3New insider — initial holdingsMay 263
AI summary

Meredith Michelle O'Rourke filed a Form 3 (initial statement of beneficial ownership) for Trump Media & Technology Group Corp. (DJT) as a new insider, with a Sarasota, Florida address (TMTG's operating address). Initial share holdings are not visible in the available excerpt. Routine administrative Form 3 for a new TMTG officer or director.

8-KPress release / Reg FDMay 268-K — Item 7.01: Press release / Reg FD
AI summary

Trump Media & Technology Group Corp. (DJT) Interim CEO Kevin McGurn was interviewed on Fintech TV on May 26, 2026, discussing the proposed merger between TMTG and TAE Technologies; a video (on TruthSocial) and transcript are furnished as Exhibit 99.1. No new deal terms or regulatory milestones are described in the filing itself. Routine Reg FD media appearance disclosure — management commentary on the pending TAE business combination, with no incremental financial detail beyond what has already been disclosed.

3New insider — initial holdingsMay 63
AI summary

Boris Epshteyn filed a Form 3 (initial statement of beneficial ownership) for Trump Media & Technology Group Corp. (DJT) as a new insider, listed at the company's Sarasota, Florida address. Initial share holdings are not visible in the available excerpt. Routine administrative Form 3 for a new TMTG officer or board member.

3New insider — initial holdingsApr 243
AI summary

Kevin McGurn filed a Form 3 (initial statement of beneficial ownership) for Trump Media & Technology Group Corp. (DJT) following his appointment as Interim CEO effective April 21, 2026, addressed at 400 N. Cattlemen Rd., Suite 200, Sarasota, Florida — TMTG's registered office. Initial share holdings are not visible in the available excerpt. Routine administrative Form 3 accompanying the new Interim CEO appointment.

8-KOfficer or director changeApr 248-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Trump Media & Technology Group Corp. (DJT) announced on April 21, 2026 that Kevin J. McGurn became Interim CEO and principal executive officer, replacing Devin Nunes, who departed under a Separation and Release Agreement signed the same date. The Item 8.01 component likely covers additional details of the CEO transition announcement or related business update. Devin Nunes was a prominent former U.S. Congressman who had served as TMTG CEO; McGurn's interim appointment signals an ongoing search for a permanent CEO, representing a material leadership change at a company mid-stream in its TAE Technologies merger process.

8-KOfficer or director changeApr 108-K — Item 5.02: Officer or director change
8-KOfficer or director changeMar 68-K — Item 5.02: Officer or director change
+ 30 other (18 425s · 4 8-Ks · 2 earnings 8-Ks · 2 10-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Trump's Truth Social Stake Loses $1.3 Billion as His Golf Empire Posts Record Profits247wallst.com·3d agoTrump's Truth Social Won't Be Its Own Company Anymore, Parent Firm Saysforbes.com·10d agoTrump Media and TAE Technologies will not spin off Truth Socialreuters.com·10d agoTrump Media & Technology Group and TAE Technologies Provide Update on Mergerglobenewswire.com·10d agoWhat's Going On With The Climb In Trump Media Stock?benzinga.com·16d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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