Macro analysis, market structure, and the trades nobody else is showing you.

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The Assembly reopens Wednesday. 3,500+ members. Reviews all over X. Frank calling bottoms while people outside read about them after. Everyone inside was once exactly where you are right now. Deciding. They decided. Wednesday is yours. intheassembly.com
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$NVDA is at its cheapest valuation in a decade. Just remember that most of that revenue comes from 4 or 5 hyperscalers. That’s extreme customer concentration, and it means the earnings are not really Nvidia’s decision, they are Microsoft and Amazon and Meta’s capex budgets.
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We are the best at what we do. Two options from here. Join us and win with us, or do nothing and watch us win. Your choice. Get access: intheassembly.com
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JUST IN: Trump Media’s paid early-access service for Trump’s posts is live. $100,000 a month gets trading firms his market moving posts before the public sees them.
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$SPGI is a much better long term buy right now than the S&P 500.
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Another one from inside The Assembly. He came in skeptical. Most people do. Then they see how we actually operate. If growing your portfolio is the goal, you know where to find us. 👉 intheassembly.com
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We are in the part of the cycle where people are investing money they don’t have. Not money they can’t afford to lose. Money they don’t have.
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US national debt just crossed $40 trillion. That’s roughly $117,000 for every single American, or about $303,000 per household. Nobody is paying that back.
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Interesting things happening in Japan. Intervention?
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We are the best at what we do, and we built one of the best finance AIs in the world. Frank has kept a lot of people out of terrible mistakes this year. Join us, or keep watching our members win from the sidelines. 👉 intheassembly.com
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We just matched what Michael Burry did in 5 years, in 4 months. His problem is that he is too early. Almost every time.
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BREAKING: Jim Cramer says it’s a good time to buy stocks.
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$MSFT is up ~23% since Michael Burry went bullish on it.
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This is why we do what we do. You can spend the next 4 months exactly like you spent the last 4, or you can spend them with 8 analysts and 3,647 people who are actually winning. intheassembly.com
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I looked at the greatest investors of all time. Buffett, Simons, Soros, Neff, Templeton. Almost none of them had any real semi exposure. And when they did, like Renaissance or Soros, it was 3 to 6% of the portfolio. Nothing. Think about that for a second.
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This is not good. Do you remember what happened last time?
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Almost everyone describes themselves as an investor and behaves like a gambler. The gap between those two things is where most of the money goes.
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Another member win. +$1,400 in two days, from a $200 subscription. This could be you. But you would rather keep watching. Your choice. intheassembly.com
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$FICO 📈📈📈 Another +31.5% for our members. You can join us and win with us, or keep repeating the same mistakes. Your choice. intheassembly.com
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