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DJDJT

Trump Media & Technology Group Corp.

$DJT·$2.7B·Internet Content & Information·Communication Services
$10.34+3.3%YTD-22.2%1Y-40.7%
Mentions · last 7 days
2026-07-25: 85 posts2026-07-26: 57 posts2026-07-27: 122 posts2026-07-28: 97 posts2026-07-29: 109 posts2026-07-30: 131 posts2026-07-31: 101 posts704
Price updated 15m ago·X counts updated 4d ago
DJDJT
$DJTTrump Media & Technology Group Corp.
$10.34+3.30%704 posts
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.

Driven by hypeEvent coming upAI verdict · as of 2026-08-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Trump Media is a $2.7B market-cap Truth Social parent generating less than $1M of quarterly revenue — Monday's print is entirely narrative.

Trump Media & Technology Group runs Truth Social — a social platform with a distinctive user base and an increasingly-broad set of adjacent products (paid API for early access to Trump posts, ETF pipeline, SPAC vehicles). Down 22% year to date and 44% over 12 months, sitting at the 24th percentile of its 52-week range going into Monday's Q2 print.

Into Aug 3:

  • The business is essentially pre-revenue: Q1 revenue was $871,200 (yes, thousands), gross margin -287%, operating margin -5,685% of revenue. Any conventional valuation model breaks here; the stock trades on a combination of political sentiment, brand-adjacent M&A speculation, and speculative optionality.
  • The strategic pivot is real if speculative: the newly-launched paid Truth API (early access to Trump's posts for a fee), the pending merger with TAE Technologies for a Trump-AI-Enterprise reveal, and the Eric-Trump-backed Space-Eyes SPAC ($638M) all extend the parent umbrella. Whether any becomes a real business is a separate question.
  • The share-count and float dynamics support squeeze mechanics: beta of 4.1 combined with heavy retail options interest and the reflexive-arc squeeze thesis chatter (if it breaks $10 with a 30%+ move) give the tape asymmetric potential in both directions.
  • The insider signal is quiet at the equity level but the George Holding board resignation on July 10 and a fresh general-counsel-signed Reg FD disclosure suggest governance activity — worth watching but not a definite tell.

Aug 3 is where the print either extends the momentum on a Truth API monetization update or fades on continued revenue-going-nowhere language. What restarts the move is any concrete dollar figure for API subscribers plus dated TAE merger closing commentary; what confirms the drift lower is another sub-$1M revenue quarter without a specific catalyst for the next 90 days.

What to watch: Aug 3 Q2 earnings — good = any concrete dollar figure for Truth API subscribers with dated TAE merger closing commentary and specific quarterly monetization uptick; bad = another sub-$1M revenue quarter without a specific catalyst for the next 90 days, which would drift the stock lower.

On the calendar: 2026-08-03 — Q2 earnings

X sentiment

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

Mixed sentiment88 posts analyzed · as of 2026-08-03

X on Trump Media is loud and split. Bulls stack a technical breakout above $10, the just-live Truth API paid feed ($100k/mo tiers), an expected TAE fusion S-4 merger filing worth $6B+, and a short-squeeze thesis built around a ~68M-share loan pool. Bears cite Trump Media transferring $165M of BTC to Crypto.com (down $500M+ on the buy), Warren/Schiff pushing the SEC to probe the Truth API, weak Truth+ revenue (~$1M/quarter) versus $20-$400M quarterly losses, and heavy dilution history via Yorkville.

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.

Operates Truth Social, a US social networking platform; primarily a political brand play with minimal revenue.

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 to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $DJT

Direct beneficiary — Operates Truth Social, a US social networking platform; primarily a political brand play with minimal revenue; core revenue tied directly to the primary demand driver in internet content & information.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
-1.0%YTD
+4.9%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$-1.47——
Q4 2025Feb 27, 2026$-2.37——
Q3 2025Nov 7, 2025$-0.14——
Q2 2025Aug 1, 2025$-0.08——

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.0.8×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.25%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.+15.6%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.-7.4%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 today2.7% 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.β4.115-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 21 other (11 inkinds · 10 awards) in window

See when $DJT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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 FDJul 208-K — Item 7.01: Press release / Reg FD
AI summary

Trump Media & Technology Group Corp. (DJT) filed a Reg FD 8-K on July 20, 2026, for a press release dated July 19, 2026, attached as Exhibit 99.1, signed by General Counsel Scott Glabe. The body excerpt contains only the standard cover page and Item 7.01/9.01 text — no details about the press release subject are disclosed. The filing is furnished (not filed). The nature and materiality of the disclosed event require review of Exhibit 99.1.

8-KPress release / Reg FDJul 168-K — Item 7.01: Press release / Reg FD
AI summary

Trump Media & Technology Group (DJT) issued a press release on July 16, 2026, furnished as Exhibit 99.1 under Reg FD. The 8-K body contains no description of the press release content. Routine Reg FD disclosure with no operational or financial detail available in the filing text.

8-KOfficer or director changeJul 108-K — Item 5.02: Officer or director change
AI summary

George Holding resigned from Trump Media & Technology Group Corp.'s Board of Directors effective immediately on July 6, 2026, including from all board committees. His resignation did not arise from any dispute with management or the board. This is a routine director departure — administratively minor with no contested circumstances or strategic implications disclosed.

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.

+ 21 other (11 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.

Wall Street Traders Quietly Line Up to Pay $100,000 for Early Access to Trump's Market-Moving Posts247wallst.com·2d agoWhat smart people are saying about Trump Media charging for early access to the president's Truth Social postsbusinessinsider.com·2d agoTrump Media's new paid data service goes live, giving clients faster access to Trump's postscnbc.com·3d agoEric Trump-backed defense technology company Space-Eyes to go public in $638 million SPAC dealreuters.com·5d agoTrump Media's Nearly 50% Rally Adds $600 Million To President's Net Worthforbes.com·5d ago

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Voices on X · top 15 · last 7 days

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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