Trump Media Drops a $6B Fusion Bomb as Truth Social Pivots From Ads to Atoms (Shares Rip 33%)

Everyone: “Hey Donald, could you give us cheaper gas, end all wars, and stick to the rest of your campaign promises.”

Trump: “Okay, but have you considered unlimited power and letting the rest sort itself out?”

Donnie Politics must have sat at the Oval Office desk this morning, took one look at Truth Social’s numbers, noticed AI draining the grid, and reached the most Trump conclusion imaginable: “We’ll build the sun. We’ll do it better than anyone.”

And as crazy as that sounds, that’s essentially what happened.

Trump Media & Technology Group is merging with fusion-power startup TAE Technologies in an all-stock deal valuing the combo at $6 billion. Yes, the company best known for Truth Social is now getting into nuclear fusion, the thing scientists have been promising is “about 20 years away” since the Cold War.

The deal gives shareholders of both companies roughly 50/50 ownership when it closes in mid-2026, with Trump Media acting as the holding company for an increasingly chaotic portfolio that now includes Truth Social, TAE Power Solutions, TAE Life Sciences, and the future of human energy consumption. No pressure Donald.

Devin Nunes, former Congressman, full-time Twitter antagonist, and current Truth Social boss, will step in as co-CEO alongside TAE founder Michl Binderbauer, an actual plasma physicist who has spent decades chasing controlled fusion. 

It’s a truly unhinged buddy-cop pairing: one guy built his career yelling at social media companies (and trying to convince everyone Truth Social’s negative revenue is not a problem), the other has been trying to recreate the power of the sun without blowing up a lab.

So why fusion, and why now?

Because as we’ve talked a lot about lately… AI data centers are turning electricity demand into a full-blown existential crisis. Training models, running inference, and powering hyperscale facilities is forcing utilities to resurrect coal plants, extend the life of aging nuclear reactors, and scramble for anything that can keep the lights on. Suddenly, fusion (long treated like heroin) is back on the menu.

The pitch is almost unfairly attractive. There’s supposedly no meltdown risk. Minimal radioactive waste, and no carbon emission problems. Basically unlimited power if it works. It’s the kind of energy source that makes politicians, tech CEOs, and defense officials all lean forward in their chairs at the same time.

Now surprisingly, TAE isn’t some garage-lab science experiment. The company has raised more than $1.3 billion from backers including Google, Chevron, Sumitomo, Venrock, and Wellcome Trust. Its focus is on neutral beam systems, a critical piece of the puzzle for making fusion reactors work at scale without vaporizing themselves. In theory, anyway.

So what exactly is Trump Media bringing to the table? It’s not profitability, but being the POTUS does unlock a different kind of leverage… capital access, a rabid retail fanbase, and as we’ve all seen lately, political relevance can overwhelm fundamentals in a heartbeat. 

(Source: Daily Mail)

Throw in a stock that already trades like peak GameStop, and it’s no surprise shares jumped more than 33% premarket, even with a $54.8 million quarterly loss and declining revenue.

Again, Truth Social still loses money. Ads remain spotty. Engagement remains… not great. But now it’s attached to fusion power. And fusion power just became part of the Trump ecosystem, right alongside crypto, real estate, mobile services, and now the literal future of electricity.

Zooming out, this deal isn’t about near-term earnings. It’s about positioning. AI needs power. Governments want domestic energy dominance. Fusion needs funding, political cover, and patience. Trump Media needs a story bigger than ad CPMs and user counts.

Everybody gets something.

Obviously, whether fusion actually delivers utility-scale power on schedule is another question entirely. History says “eventually.” Timelines say “don’t hold your breath.”

At the time of publishing this article, Stocks.News holds positions in Google and Gamestop as mentioned in the article.