Trump Media's Nuclear Bet Is Riding The 'Manhattan Project' Trade

Core Viewpoint - Investors are increasingly interested in Trump Media & Technology Group Corp (NASDAQ:DJT) due to its merger with fusion startup TAE Technologies, which is seen as a strategic move in the context of rising energy demands driven by artificial intelligence [1][2]. Company Overview - Trump Media, the parent company of Truth Social, plans to merge with TAE Technologies in a deal potentially valued at up to $6 billion, with TAE aiming to start construction of its fusion power plant by 2026 [2]. Industry Context - The demand for electricity driven by AI could reach approximately 130 to 150 gigawatts by the end of the decade, representing about 10% to 15% of total electricity load [3]. - The peak load from AI will continuously draw from the grid, posing challenges for the existing power infrastructure [4]. Fusion Technology Insights - Fusion power is gaining attention due to its regulatory advantages over traditional nuclear energy, being described as "clean nuclear with no risk of a meltdown" [5]. - The potential for fusion technology is significant, with speculation suggesting it could represent a "10, 100 plus X opportunity" if key milestones are achieved [5]. Strategic Importance - The situation is likened to the United States' Manhattan Project, emphasizing the urgency of addressing power supply issues as the country falls behind in advanced manufacturing compared to Asia [6].