TAE Technologies

Roger Sollenberger

@SollenbergerRC

Trump’s social media company is attempting a $6 billion merger with a nuclear fusion company. TAE Technologies partnered with the UK’s atomic agency this month, has financial backing from the Russian gov, and hopes to see fusion power the AI revolution https://t.co/63e2MTXX84

Wendy Siegelman

@WendySiegelman

US Dept of Energy created an Office of Fusion and published a 'Fusion Science and Technology Roadmap' that includes leveraging public private partners One of 13 companies listed is TAE Technologies which plans to merge with Trump Media & Technology Group https://t.co/yM8Iqf4aHH https://t.co/I3OYqmbAab

RaiderPete

@PeterGalga57318

What @Tiggersdad2is leaving out.@FlyEaglesFly529 He calls $DJT OCF positive a 'mirage' after stripping $46M interest/$25M settlement/$59M SBC to -$115M. But raw +$14.8M OCF (from -$61M '24) is REAL progress per 10-K—bootstrapped in hostile market. $3.66B deficit? High G&A? Standard startup grind. Bears harp on tiny $3.7M net rev (low gross margins)—but that's pre-growth. https://t.co/4E5n8I27ro ETFs launch high-margin (80-90%+ fees after low costs) cash flows; TAE fusion merger unlocks $6B+ value. BTC PIPE raised $2.44B, valuing pre-TAE DJT ~$6B implied. Context: Amazon burned $124M net loss yr4 ('98), cumulative ~$200M+, neg OCF. Tesla: $78M loss yr4 ('07), neg equity/deficit til yr17. Meta: $56M loss yr4 ('08). Netflix: Neg FCF for 10+ yrs. They all exploded later. $DJT's $2.5B treasury (BTC/assets) = runway. Unless you're shilling for shorts, why spotlight yr4 financials now—pending TAE merger & titanic squeeze? Oh right, it's the President's company—must attack. Tigger smarter than all, no skin? FUD playbook. #DJT Oh and he also did not include this in his analysis.. post mid-2026 merger close, Google, Chevron among others will be very large holders of $DJT He keeps hammering $DJT's tiny $3.7M net rev/gross like it's the whole story—pre-growth phase, cmon dude.... But post-TAE merger (>$6B val, mid-2026 close), Google, Chevron Tech Ventures, and Charles Schwab (via family office stake) will hold LARGE chunks of the combined $DJT via their big equity positions in TAE (>$1.3B raised total, Google 10+ yrs deep). 50/50 ownership split means these titans get ~half the upside in a fusion/media powerhouse. Unless you're short or zero-skin FUDding, why ignore blue-chip validation? President's company gets attacked, but facts don't lie. 🚀 #DJT"@Tiggersdad2 TAE Technologies (the fusion play merging with $DJT/TMTG) has already pulled in massive institutional backing from blue-chip names like Google, Chevron Technology Ventures, and NEA (New Enterprise Associates), among others. These aren't fringe players; they're strategic, deep-pocketed investors who've funded TAE to the tune of over $1.3 billion in total equity capital raised (as of mid-2025 announcements, with a $150M+ round in June 2025 explicitly including Google and Chevron participation, extending a 10+ year partnership). Google in particular has been involved since ~2014–2015, providing not just cash but on-site engineering collaboration (e.g., AI/ML for plasma control), and they've continued investing in recent rounds. This validates TAE's tech path—big tech/energy giants betting on fusion for future power needs (data centers, AI grids). They absolutely hold equity stakes in TAE pre-merger, and post-merger (all-stock deal announced Dec 2025, expected close mid-2026), those stakes translate into meaningful ownership in the combined entity (each side ~50% fully diluted) that Ticker will be $DJT

ToughSF

@ToughSf

Neutral Beam Injection was used for the first time to create Field-Reversed Configuration plasmas in @TAE's C-2W fusion device: https://t.co/OQgOhvRAaO This was made possible by 20 MW input power that can be shifted by 141 megavolts per second for precise beam control. https://t.co/lFPhxvoVjX

101_TBE_RISES

@101_TBE_RISES

$DJT 1. The 10‑Q confirms TMTG is still actively pursuing the S‑4 for the TAE merger The earnings release explicitly states that TMTG is: “continuing to pursue all its strategic priorities… as TMTG moves toward prospective merger with TAE Technologies.” This is important because: The TAE merger requires a Form S‑4. The company is signaling that the S‑4 remains an active, ongoing process. This is the strongest confirmation that the S‑4 is still in the pipeline. 2. The 10‑Q does NOT include the S‑4 — meaning the S‑4 is still pending The 10‑Q filed on May 8 does not contain: a proxy statement merger terms share exchange ratios pro forma financials risk‑factor expansions related to the merger Those items only appear in an S‑4. This means the S‑4 has not yet been publicly filed. 3. The 10‑Q reinforces that the S‑4 is the next required step The Form 425 filed earlier for the TAE deal states: “The parties… intend to file a Form S‑4 to register TMTG common stock to be issued in the transaction.” The 10‑Q does not change or supersede this — meaning: The S‑4 is still the next regulatory milestone. 4. The 10‑Q shows TMTG is financially prepared for the S‑4 process The earnings release highlights: $2.2B in total assets $2.1B in financial assets Fourth consecutive quarter of positive operating cash flow This matters because: The SEC scrutinizes financial stability in S‑4 reviews. Stronger balance sheets reduce the likelihood of extended comment cycles. Clean financials make S‑4 effectiveness faster. This 10‑Q makes the S‑4 easier, not harder. 5. The 10‑Q does NOT introduce new risk factors or accounting issues Based on the press release and 10‑Q summary: No new accounting restatements No new going‑concern warnings No new regulatory investigations No new material weaknesses This is important because: If the SEC had accounting concerns, the S‑4 would be delayed. The absence of new issues means the S‑4 path remains clear. 6. The 10‑Q confirms TMTG is still integrating and expanding operations The filing highlights: Truth Social feature expansion Truth+ platform enhancements AI integration International content expansion This matters because: Companies typically avoid major operational announcements if an S‑4 is about to be abandoned. Continued expansion signals confidence in the upcoming merger process. 7. What this means for the S‑4 timeline (clean synthesis) A. The S‑4 is still active and required Confirmed by Form 425 and reiterated by the 10‑Q. B. The 10‑Q introduces no delays No new financial or regulatory issues. C. The company is financially stronger This reduces SEC friction. D. The next major filing is the S‑4 The 10‑Q clears the deck. E. The S‑4 could appear at any time Because: The 10‑Q is now out The company is in good standing The merger is still active The S‑4 is the next required step There is no remaining prerequisite filing. 8. Clean one‑line conclusion The May 8 10‑Q clears the last routine regulatory hurdle and confirms the S‑4 remains active, with no new obstacles — meaning the S‑4 is now the next major filing expected. $DJTU #DJT #MAGA #TRUMP #TRUMP2024 #TRUMP2028 #nakedshorts #counterfeitshares #rehypothecation @buyinsnet $GME @greg16676935420 $RUM @rumblevideo

Veriten

@TeamVeriten

Now Live: "Commercialization Is Really Around the Corner" – Dr. Michl Binderbauer, TAE Technologies🎙️ This week we had the exciting opportunity to travel to Lake Forest, California, to tour TAE Technologies’ facilities and spend time with the company’s CEO, Dr. Michl Binderbauer. Founded in 1998, TAE has spent nearly three decades pursuing one of the energy industry’s most ambitious goals: commercializing a safe, sustainable, and economically viable source of fusion energy. With renewed momentum in the fusion industry, we thought it was the perfect time to visit TAE and better understand why many believe fusion’s moment may finally be approaching. Our visit also marks the beginning of a California #COBT series, where over the coming weeks, we'll highlight some of the state's innovative companies, technologies, and leaders. We will also touch on a challenge or two the state is facing. Stay tuned! @TAE @SuperSpiked @ArjunNMurti