The Assembly

@TobriWW Glad to hear you're loving it so far. Wait until you see month 2. 🤝

Joining @InTheAssembly is some of the best ROI I've made. Joined last month and already made money for lifetime access 3 times, lmao

🚨 WE ARE LIVE The Assembly is open for the next 24 hours. After that, it closes again. Join here: intheassembly.com

🚨 The Assembly is open for the next 24 hours only After that, it closes again indefinitely. If you want to see exactly where WE are deploying our own capital in real time, this is the only place you get it. Get access: intheassembly.com

🚨 Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M Last quarter he held a $747M bullish call on Intel. THIS QUARTER IT IS A PUT. He also cut his CoreWeave call from $774M down to $141M FULL EXITS: Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8 What he kept and added: The bitcoin miners turning themselves into AI data centers. Applied Digital, Bitfarms, CleanSpark, IREN, Riot. Plus a brand new stake in Hive Digital. The thesis writes itself. Long the companies pouring the concrete for the data centers. Short the chips going inside them. The man who wrote the manifesto on AGI just bet against the semiconductors building it. We’ve been in this game for a very long time, and when we make a new move, we’ll share it here. Turn on notifications so you don’t miss the signal. This is VERY important. Many people will regret not following us.

Today is the day. The Assembly reopens for 24 hours, then it closes again. Month one was a massive success. Who’s excited?

Number one for a reason! 🥂 – The Assembly

Tomorrow is the day. intheassembly.com

Billionaire David Tepper just made a new $179 million bet. Appaloosa Management's latest 13F filing is out. And there's a big new position in Sandisk, $SNDK. Tepper bought in for $179 million. That makes it a 3.0% position in his fund, right out of the gate. This is a significant move from one of the best investors alive. He also added to his positions in $AMZN and $MU. Tepper is known for making concentrated, high-conviction bets when he sees an opportunity. $SNDK is now one of them. Do we share the same opinion on semiconductor stocks? Probably not. Our opinion is closer to Michael Burry’s: the sector is clearly overvalued. When WE make a new move in the market, we will let you know. Turn on notifications so you don’t miss the signal. This is VERY important. A lot of people will wish they had followed us sooner.

Jensen Huang, Nvidia’s CEO, just told you where to invest in 2026.

We track every move at @InTheAssembly Follow with notifications on for the next ones.

6 stocks. 6 layers of the AI and robotics stack: Analog → TXN Power → ON Motors → ALGM Edge → SYNA Eyes → OUST Force and weight → VPG The physical world is catching up to the software one.

AI doesn’t run on software alone. Underneath every model, every robot, and every autonomous vehicle is a physical infrastructure stack. Here are 6 names quietly powering the next decade of compute, sensing, and robotics: