Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice.
Joined September 2012
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Come win with us!
Not to brag, but my portfolio is GREEN today and I haven't been up this much in a single day in a while…
I'm not going to waste my time posting proof here because there's no benefit in it, but members will be able to confirm.
For months I was talking about stocks nobody else was. Completely slept on, while everyone was focused on AI.
Everything is going as planned, and I just want to say thank you to everyone who supported me by joining The Assembly and coming along on my journey.
I'm still not sure when, but I will close access at some point, and if you don't join now you will miss future trades. You decide.
You already know what to do if you want to win.
Join us 🫡
I have been in markets for 20 years and @InTheAssembly is by far the best paid service I have seen. Have used a few from Value Line to Motley!! Nothing comes close….
BREAKING: $META posted its first negative free cash flow in more than a decade.
Negative $2.12 billion, on $34.9 BILLION of capex in one quarter.
2026 capex guidance: $135 to $145 billion.
One trade. $6,600 in profit. From a $199 membership.
You've been thinking about it for months. He thought about it once, joined, and made 33x his money back.
Access here: intheassembly.com
On April 1, the chairman of Opendoor replied to someone on X:
"Wow you are a moron. There is literally zero chance of $2 per share."
$OPEN just hit a low of $1.93
JUST IN: Trump Accounts could expand to every American under 40, roughly 100 million more people.
70 million kids are already auto-enrolled. 3.5 million more are born into it every year.
Brad Gerstner is pushing legislation within months, and he wants the funding made permanent.
Just like that, we called the exact bottom again.
$SPGI 📈
One investor still has ~20% of his portfolio in a single stock.
Dev Kantesaria has owned $SPGI since 2016. Chris Hohn has ~$5.7B in it. Bill Ackman just opened a ~$1B position.
They’re concentrated in the company that licenses the S&P 500, now ~26% below its high.
Absolutely insane.
Nvidia $NVDA had 87% of the AI accelerator market in 2024. 81% in 2025. ~75% today.
BofA now says it holds "at least 70%" long term.
JUST IN: The 30-year mortgage rate just hit 7.50%, the highest since November 2023.
Purchase applications fell 4% on the week and are down 16% from a year ago.
Refinancing is down 56%.
BREAKING: Elon Musk says he will give one of his own SpaceX $SPCX shares to every kid in America next year.
That's roughly 72 million shares. About $10.5 billion.
His words: "This will be the first of many."