Dave retweetledi

$DJT
$DJT – Quick update on today's news TMTG just named Kevin J. McGurn as interim CEO (effective immediately, replacing Devin Nunes). McGurn has been an advisor to TMTG since December 2024. Importantly, he is already the CEO of Texas Ventures Acquisition III (TVA) — the SPAC tied to the planned SpinCo structure. That means the same person will now be running TMTG while also leading the entity involved in the Truth Social spin-off discussions.
He’ll essentially be negotiating the merger + SpinCo mechanics with himself. The release emphasizes his role in advancing strategic initiatives, including M&A.
This lines up directly with the pending TAE merger (S-4 window), the SpinCo (Truth Social spin-off), and Token perks. It feels like the corporate mechanics are getting “baked in” with real execution focus right as we head into the May/June catalyst period.
My approach stays the same (from the post above): I accept some short-dated calls will expire — that’s the cost of leverage and imperfect timing.
NFA DYOR
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