【中美创新时报2024年4月2日编译讯】唐纳德·J·特朗普 (Donald J. Trump) 正在让模因股票（meme stock）再次变得伟大。忽略华尔街精英：这是一家美丽、完美的社交媒体公司。《波士顿环球报》专栏作家拉里·爱德曼（Larry Edelman）对此作了下述报道。
无可否认，我们的前总统是社交媒体病毒式传播的大师，这是传播一家前景被华尔街精英忽视的社交媒体公司好消息的必要条件。特朗普先生拥有一个内置的潜在投资者基础，我们所有人都是 MAGA 的忠实粉丝，他们已经购买了他精彩的粉丝商品，并向他寄钱来与迫害政治巫的检察官和失控的法官作斗争。
特朗普持有 58% 股份的特朗普媒体科技集团成为 GameStop 和流行病初期的迷因股现象的天选继承人，这有什么奇怪的吗？
当然不是！
Truth Social 的所有者 Trump Media 与一家非常特殊目的的收购公司 (SPAC) 完成了一次规模宏大、漂亮的合并，上周其股价飙升 68%。与 Digital World Acquisition Corp. 的交易使私人持有的特朗普媒体公司转型为一家上市公司，我们都可以感觉良好 – 不，爱国！ ——关于投资。
这绝对不是觉醒的社会主义者所说的即将下跌的股票。不，这是自 1896 年威廉·詹宁斯·布莱恩 (William Jennings Bryan) 在场上劝说恢复白银作为法定货币以来，政治与金融市场民粹主义最辉煌的结合。
是的，趋势线的读者们，在愚人节之际，我是来赞扬特朗普先生的模因股票的，而不是埋葬它的。
消息：根据彭博亿万富翁指数，这位自林肯以来最具总统气质的总统上周的财富增加了 20 亿美元，即 40%，达到 75 亿美元。我敢打赌，前纽约市长小迈克·布隆伯格(Little Mike Bloomberg)创立的金融新闻和数据公司出于恶意低估了特朗普的净资产。布隆伯格的总统竞选尝试持续了大约30分钟。伤心！
周一，一些投资者改变了想法。特朗普媒体 (Trump Media) 暴跌 21%，特朗普先生的净资产缩水 10 亿美元。对于迷因股票来说，极端的价格波动是一个特征，而不是一个缺陷——最好在下一次价格飙升之前购买更多股票。
特朗普媒体 (Trump Media) 报道称，该公司去年的收入为 410 万美元，亏损超过 5800 万美元，随后遭到抛售。但这只能证明还有很大的成长空间！
据Similarweb称，Truth Social绝对不是Twitter的山寨品，过去三个月平均每月独立访问量为490万。该平台在美国的排名为 3,633。不久之后，Truth Social 就会跻身前 2000 名，尤其是如果特朗普先生继续发布歇斯底里的材料，比如周五的视频，其中有乔·拜登被绑在皮卡车后座的经过篡改的图片。走开，乔恩·斯图尔特！
为什么重要：特朗普媒体在利润方面的不足，却以无限的潜力来弥补。
模因股票投资者不是傻子。他们不会沉迷于市盈率或收入增长等虚假的“基本面”。可预测的现金流和具有竞争优势的产品？那些无聊的股票不会登上月球！
Digital World 的创建是为了筹集资金并找到像特朗普媒体这样百分百确定的公司来购买。虽然有些人（主要是 Antifa）声称 SPAC 很粗略，但 Digital World 的情况绝对不是这样。Digital World 公司去年以 1800 万美元和解的联邦证券欺诈指控？虚假！
无论如何，特朗普先生并不需要这笔钱。每天的法律费用高达 90,000 美元？ 这对他来说只是小钱。
他本周必须缴纳 1.75 亿美元的保释金，这样他就可以对纽约总检察长在不诚实的诉讼中对他支付的 4.54 亿美元罚款提出上诉，指控他每年将自己的净财富夸大数十亿美元。 为什么一个能以 399 美元出售《永不投降》运动鞋或以 59.99 美元出售《上帝保佑美国》圣经的人需要夸大自己的净资产？
最后的想法：确实，GameStop、黑莓和 Bed Bath & Beyond 等第一代模因股票已经失去了动力。但特朗普媒体有一个他们没有的东西：一个非常稳定的亿万富翁天才。只有傻钱才会跟他对赌。
当特朗普先生回到白宫时，全世界都将关注真相社交媒体。他绝对不会兑现他的特朗普媒体股票，尽管他可以在两个月内兑现。
他有一双纯金钻石手。
题图：真相社会（Truth Social ）的所有者特朗普媒体 (Trump Media) 是教科书式的迷因股票。YUKI IWAMURA/BLOOMBERG
附原英文报道：
Psst. Investing in Trump’s Truth Social is a no-brainer.
Ignore the Wall Street elite: This is a beautiful, perfect social media company
By Larry Edelman Globe Columnist,Updated April 1, 2024
Trump Media, owner of Truth Social, is a textbook meme stock.YUKI IWAMURA/BLOOMBERG
Donald J. Trump is making the meme stock great again.
Our former president is undeniably the master of social media virality, a requirement for circulating the good news about a social media company whose prospects are dismissed by Wall Street elites. And Mr. Trump has a built-in base of potential investors with all of us, the MAGA faithful, who already buy his fabulous fan merch and send him money to battle witch-hunting prosecutors and out-of-control judges.
Is it any surprise that Trump Media & Technology Group, 58 percent owned by Mr. Trump, has emerged as the divinely chosen heir to GameStop and the meme stock phenomenon of the early pandemic years?
OF COURSE NOT!
Shares of Trump Media, owner of Truth Social, soared 68 percent last week after completing a big, beautiful merger with a very special purpose acquisition company, or SPAC. The deal with Digital World Acquisition Corp. allowed privately held Trump Media to morph into a publicly traded company that we all can feel good — no, patriotic! — about investing in.
This is definitely not what woke socialists claim is a stock poised to tank. No, it’s the most brilliant marriage of political and financial-market populism since William Jennings Bryan proselytized on the stump for the return of silver as legal tender in 1896.
Yes, Trendlines readers, on the occasion of April Fools’ Day, I come to praise Mr. Trump’s meme stock, not to bury it.
The news: The most presidential president since Lincoln increased his fortune by $2 billion, or 40 percent, to $7.5 billion last week, according to the Bloomberg Billionaires Index. I’d wager the financial news and data company founded by Little Mike Bloomberg, the former New York mayor whose attempt to run for president lasted about 30 minutes, is low-balling Mr. Trump’s net worth out of spite. SAD!
On Monday, some investors had second thoughts. Trump Media tumbled 21 percent, shaving $1 billion off Mr. Trump’s net worth. With meme stocks, extreme price swings are a feature, not a bug — all the better to buy more shares before the next price surge.
The sell-off came after Trump Media reported that it lost more than $58 million last year on $4.1 million in revenue. But that only proves there’s so much room to grow!
Truth Social, which is definitely not a Twitter knockoff, saw an average of 4.9 million unique monthly visits over the past three months, according to Similarweb. That ranks the platform at 3,633 in the US. It won’t be long before Truth Social cracks the top 2000, especially if Mr. Trump keeps posting hysterical material like Friday’s video with a doctored image of Joe Biden hog-tied in the back of a pickup truck. Move over, Jon Stewart!
Why it matters: What Trump Media lacks in profits, it makes up for with unlimited potential.
Meme stock investors aren’t fools. They don’t get hung up on fake “fundamentals” like price-earnings ratios or revenue growth. Predictable cash flows and a product with an edge over the competition? Those boring stocks aren’t going to the moon!
Digital World was created to raise money and find A 100 PERCENT sure thing like Trump Media to buy. While some people, mostly Antifa, claim SPACs are sketchy, that definitely isn’t the case here with Digital World. Those federal securities fraud charges the company Digital World settled last year for $18 million? Bogus!
Anyway, it’s not like Mr. Trump needs the money. Legal bills running $90,000 a day? That’s chump change for him.
So is the $175 million bond he has to come up with this week so he can appeal the $454 million penalty against him in the crooked New York attorney general’s lawsuit alleging that he inflated his net wealth by billions of dollars a year. Why would a man who can sell “Never Surrender” sneakers for $399 or “God Bless the USA” Bibles for $59.99 need to inflate his net worth?
Final thought: It’s true that first-generation meme stocks like GameStop, BlackBerry, and Bed Bath & Beyond ran out of steam. But Trump Media has one thing they didn’t: a very stable billionaire genius. Only dumb money would bet against him.
When Mr. Trump is back in the White House, the whole world will be on Truth Social. He definitely will never cash in his Trump Media stock even though he can in two months.
He’s got solid gold diamond hands.
