$Trump Media & Technology(DJT)-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Trump Media & Technology(DJT)$ One word?

Whipsawed.

---

Market review — twelve months on

The first month after Trump’s return was euphoria-driven positioning.

The narrative then:

pro-tariff

pro-fossil fuel

“super-cycle” on defence, oil, industrials

tech AI leadership stays in US

“Bitcoin = freedom trade” re-accelerates

Accordingly:

Tesla +70% in the post-election snapback

Bitcoin >US$100k as the “policy volatility hedge” theme went parabolic

retail influencers pushed the “Trump Trade 2.0” as if it were 2016 again

Twelve months on, the gap between sentiment and delivered outcomes is stark.

The reality now

Asset / Market Position vs post-election high

S&P 500 essentially flat YTD (~+0.13%)

Bitcoin back below US$100k

Tesla gave back the entire “policy beta” pop

US equities vs RoW laggard, not leader

Defence? Not a runaway.

Oil? Never sustained the hyper-bull case.

Fiscal reflation? The curve priced peak-hawk; now markets fear “tight-for-long”.

Instead of a clean “Trump reflation 2.0”, the market received a dense volatility range, crowded narratives unwinding, and poor breadth.

Hence the single word: Whipsawed.

Sentiment oscillated violently — the net return profile did not justify the drama.

1-Year Anniversary of Trump 2.0: One Word to Sum Up Would Be?

This week marks the one-year anniversary of Trump’s re-election — so what has happened in the markets since then? After Trump’s victory last year, Tesla surged 70% and Bitcoin broke above $100,000. But one year later, the S&P 500 is up only 0.13% year-to-date, Bitcoin has fallen below $100,000, returning to where it started, and Tesla—after facing the Musk-Trump crisis mid-year—has retraced to fill last year’s price gap. Meanwhile, U.S. stocks have broadly underperformed compared to other markets.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":498244351439696,"tweetId":"498244351439696","gmtCreate":1762664201929,"gmtModify":1762667296257,"author":{"id":4176423247955812,"idStr":"4176423247955812","authorId":4176423247955812,"authorIdStr":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.18","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":342,"starInvestorFlag":false},"themes":[{"themeId":"620ddc7b04794b8f96be47c64e7e8886","categoryId":"d3c66e9d6c224ba082ca76ee654847ca","name":"1-Year Anniversary of Trump 2.0: One Word to Sum Up Would Be?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":620ddc7b04794b8f96be47c64e7e8886}&rnconfig={\"headerBarHidden\": true}","description":"This week marks the one-year anniversary of Trump’s re-election — so what has happened in the markets since then?\n\nAfter Trump’s victory last year, Tesla surged 70% and Bitcoin broke above $100,000.\nBut one year later, the S&P 500 is up only 0.13% year-to-date, Bitcoin has fallen below $100,000, returning to where it started, and Tesla—after facing the Musk-Trump crisis mid-year—has retraced to fill last year’s price gap.\nMeanwhile, U.S. stocks have broadly underperformed compared to other markets.\n","image":"https://community-static.tradeup.com/news/6c35506ec7513ba9b3b54e818704efa1"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$&nbsp;</a> One word?</p>\n<p>Whipsawed.</p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>Market review — twelve months on</p>\n<p><br></p>\n<p>The first month after Trump’s return was euphoria-driven positioning.</p>\n<p><br></p>\n<p>The narrative then:</p>\n<p><br></p>\n<p>pro-tariff</p>\n<p><br></p>\n<p>pro-fossil fuel</p>\n<p><br></p>\n<p>“super-cycle” on defence, oil, industrials</p>\n<p><br></p>\n<p>tech AI leadership stays in US</p>\n<p><br></p>\n<p>“Bitcoin = freedom trade” re-accelerates</p>\n<p><br></p>\n<p><br></p>\n<p>Accordingly:</p>\n<p><br></p>\n<p>Tesla +70% in the post-election snapback</p>\n<p><br></p>\n<p>Bitcoin &gt;US$100k as the “policy volatility hedge” theme went parabolic</p>\n<p><br></p>\n<p>retail influencers pushed the “Trump Trade 2.0” as if it were 2016 again</p>\n<p><br></p>\n<p><br></p>\n<p>Twelve months on, the gap between sentiment and delivered outcomes is stark.</p>\n<p><br></p>\n<p>The reality now</p>\n<p><br></p>\n<p>Asset / Market Position vs post-election high</p>\n<p><br></p>\n<p>S&amp;P 500 essentially flat YTD (~+0.13%)</p>\n<p>Bitcoin back below US$100k</p>\n<p>Tesla gave back the entire “policy beta” pop</p>\n<p>US equities vs RoW laggard, not leader</p>\n<p><br></p>\n<p><br></p>\n<p>Defence? Not a runaway.</p>\n<p>Oil? Never sustained the hyper-bull case.</p>\n<p>Fiscal reflation? The curve priced peak-hawk; now markets fear “tight-for-long”.</p>\n<p><br></p>\n<p>Instead of a clean “Trump reflation 2.0”, the market received a dense volatility range, crowded narratives unwinding, and poor breadth.</p>\n<p><br></p>\n<p>Hence the single word: Whipsawed.</p>\n<p>Sentiment oscillated violently — the net return profile did not justify the drama.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$&nbsp;</a> One word?</p>\n<p>Whipsawed.</p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>Market review — twelve months on</p>\n<p><br></p>\n<p>The first month after Trump’s return was euphoria-driven positioning.</p>\n<p><br></p>\n<p>The narrative then:</p>\n<p><br></p>\n<p>pro-tariff</p>\n<p><br></p>\n<p>pro-fossil fuel</p>\n<p><br></p>\n<p>“super-cycle” on defence, oil, industrials</p>\n<p><br></p>\n<p>tech AI leadership stays in US</p>\n<p><br></p>\n<p>“Bitcoin = freedom trade” re-accelerates</p>\n<p><br></p>\n<p><br></p>\n<p>Accordingly:</p>\n<p><br></p>\n<p>Tesla +70% in the post-election snapback</p>\n<p><br></p>\n<p>Bitcoin &gt;US$100k as the “policy volatility hedge” theme went parabolic</p>\n<p><br></p>\n<p>retail influencers pushed the “Trump Trade 2.0” as if it were 2016 again</p>\n<p><br></p>\n<p><br></p>\n<p>Twelve months on, the gap between sentiment and delivered outcomes is stark.</p>\n<p><br></p>\n<p>The reality now</p>\n<p><br></p>\n<p>Asset / Market Position vs post-election high</p>\n<p><br></p>\n<p>S&amp;P 500 essentially flat YTD (~+0.13%)</p>\n<p>Bitcoin back below US$100k</p>\n<p>Tesla gave back the entire “policy beta” pop</p>\n<p>US equities vs RoW laggard, not leader</p>\n<p><br></p>\n<p><br></p>\n<p>Defence? Not a runaway.</p>\n<p>Oil? Never sustained the hyper-bull case.</p>\n<p>Fiscal reflation? The curve priced peak-hawk; now markets fear “tight-for-long”.</p>\n<p><br></p>\n<p>Instead of a clean “Trump reflation 2.0”, the market received a dense volatility range, crowded narratives unwinding, and poor breadth.</p>\n<p><br></p>\n<p>Hence the single word: Whipsawed.</p>\n<p>Sentiment oscillated violently — the net return profile did not justify the drama.</p></body></html>","text":"$Trump Media & Technology(DJT)$ One word? Whipsawed. --- Market review — twelve months on The first month after Trump’s return was euphoria-driven positioning. The narrative then: pro-tariff pro-fossil fuel “super-cycle” on defence, oil, industrials tech AI leadership stays in US “Bitcoin = freedom trade” re-accelerates Accordingly: Tesla +70% in the post-election snapback Bitcoin >US$100k as the “policy volatility hedge” theme went parabolic retail influencers pushed the “Trump Trade 2.0” as if it were 2016 again Twelve months on, the gap between sentiment and delivered outcomes is stark. The reality now Asset / Market Position vs post-election high S&P 500 essentially flat YTD (~+0.13%) Bitcoin back below US$100k Tesla gave back the entire “policy beta” pop US equities vs RoW laggard, not leader Defence? Not a runaway. Oil? Never sustained the hyper-bull case. Fiscal reflation? The curve priced peak-hawk; now markets fear “tight-for-long”. Instead of a clean “Trump reflation 2.0”, the market received a dense volatility range, crowded narratives unwinding, and poor breadth. Hence the single word: Whipsawed. Sentiment oscillated violently — the net return profile did not justify the drama.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/498244351439696","repostId":0,"isVote":1,"tweetType":1,"viewCount":495,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DJT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1029,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/498244351439696"}