I think there are two lines to distinguish when investing in $Trump Media & Tech(DJT.US) : the first is the political cycle, and the second is the high-risk technology narrative. After acquiring TAE Technologies, the market began to link it to new energy and even future energy, which directly changed the valuation framework. However, nuclear fusion is still far from commercialization with huge uncertainties, so I am more inclined to see it as a high-beta event stock rather than a technology company with certain growth.
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