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The Assembly

The Assembly

@InTheAssembly

Macro analysis, market structure, and the trades nobody else is showing you. Access closed. Not financial advice.

[email protected] Katılım Eylül 2012
4 Takip Edilen511.1K Takipçiler
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The Assembly
The Assembly@InTheAssembly·
FOR TRANSPARENCY: NoLimit, CEO of The Assembly, currently has 10 stocks in his public portfolio. Two exits so far: +28% and +72%. Across the open positions, the biggest loss stands at 12.6%. The biggest gain stands at 40.6%. Not too bad for just 3 months. This is exactly why we built this. We are a team of 8 analysts and our number one goal is to educate people all around the world and teach them about positioning. Waiting for good entries takes time. You do not have to rush anything. In the end, the patient ones are always massively rewarded. The doors reopen at the end of the month. Be here.
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The Assembly
The Assembly@InTheAssembly·
This is why most retail investors never make it. – A shoe company announces an AI pivot – Retail piles in – Stock rips 870% – Now down 87% from the top Study those who bought this, and be on the opposite side.
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The Assembly@InTheAssembly·
BREAKING: Insider buying in tech just hit the fastest pace ever.
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The Assembly@InTheAssembly·
Can someone tell me why Nigeria is the strongest stock market of 2026?
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The Assembly@InTheAssembly·
Something big is happening in China.
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The Assembly@InTheAssembly·
Jim Cramer on Wendy’s stock: “I say no to owning that stock”
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The Assembly
The Assembly@InTheAssembly·
Every Elon Musk prediction for the next 5 to 20 years: 1. AI surpasses any single human's intelligence by the end of 2026. 2027 at the latest. 2. Digital intelligence exceeds the combined intelligence of ALL humanity by around 2030. 3. At least 100 million humanoid robots within 5 years. Possibly a billion. 4. More humanoid robots than people on Earth within a few years. 5. Optimus available for public sale by the end of 2027. 6. Optimus robots outnumbering human surgeons and performing high-quality surgeries by 2030. 7. Long term, Optimus represents the vast majority of Tesla's value. 8. Unsupervised Full Self-Driving in dozens of major US cities by the end of 2026. 9. Robotaxis widespread across America by the end of 2026. 10. Cybercab mass production begins in 2026. 11. Uncrewed Starship missions to Mars in the 2026/2027 transfer window. 12. Crewed Mars landings as soon as 2029. More likely 2031. 13. A self-sustaining city on Mars within 20 years. 14. Up to 1 million people living on it. 15. Work becomes optional, like a hobby, within 10 to 20 years. 16. The global economy DOUBLES in size within 5 to 7 years. 17. Solar becomes the majority of global energy. 18. Tesla and SpaceX build 100 gigawatts of annual US solar manufacturing within 3 years. 19. Solar-powered AI data centers launched into orbit within 2 to 3 years. 20. Neuralink enables superhuman abilities and restores vision to the blind. Do you agree with him?
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The Assembly
The Assembly@InTheAssembly·
BREAKING: Japan’s 10-year bond yield climbs to highest level in 30 years.
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The Assembly
The Assembly@InTheAssembly·
Two companies make up 62.8% of the KOSPI 200. Samsung and SK Hynix. An entire country’s stock market is a memory chip bet.
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The Assembly
The Assembly@InTheAssembly·
Cathie Wood’s ARKK fund, one of the worst-performing funds of the last 5 years, just bought 181,847 shares of SpaceX $SPCX
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The Assembly@InTheAssembly

Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points. And she has done it while collecting BILLIONS in management fees. A quick reminder of the highlight reel: – She predicted Tesla would hit $3,000 per share by 2025. It is currently $432. – She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion. – She made Teladoc her single largest position around $80 per share. It trades at $7 today. – She loaded up on Zoom near $300. It trades at $110. – She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d. Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing. The people who win are the ones running the fund, not the ones holding it. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. We will be breaking down EVERY major filing right here the moment they drop. Follow us with notifications before it’s too late. If you don’t follow us, you might regret it.

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The Assembly
The Assembly@InTheAssembly·
Michael Burry just went long on gambling. New positions disclosed: DraftKings $DKNG and Flutter $FLUT.
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The Assembly@InTheAssembly·
$NVDA is now trading under 20x earnings for the first time in years.
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The Assembly@InTheAssembly·
Government analysts warned of an AI bubble in an internal report. The Treasury rejected it the same day it leaked. The speed of the denial tells you more than the report does.
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The Assembly@InTheAssembly·
Oil. Thanks Trump.
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BREAKING: Intel $INTC is down 21% since Jim Cramer called it his “favorite stock” one week ago at the top.
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The Assembly@InTheAssembly·
We all know exactly why SPCX is going down. Hint: August.
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The Assembly
The Assembly@InTheAssembly·
Our AI (Assembly members only) said avoid $MU. Down 23% since. Grok said buy. Anyone who listened is down 23%. We built something different. Reopening July 22.
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NoLimit@NoLimitGains

I built my own AI assistant that scans any stock and tells you if it is a good buy or not. Much more than that too. I ran a test on $MU and compared it against Grok and my own AI. Here are the results. Grok: Yes, MU (Micron Technology) looks like a strong buy for many growth-oriented investors right now, primarily due to explosive AI-driven demand for its memory chips, record-breaking recent results, and very attractive forward valuation — though it comes with high volatility typical of the semiconductor/memory sector. Bottom Line: Is It a Good Buy? For long-term AI believers: Yes — especially on dips. The combination of structural AI demand, tight supply, strong execution, and cheap forward valuation makes a compelling case. Many see this as part of a multi-year supercycle. My AI: The case for Micron (MU) is much trickier right now. It is expensive and looking stretched after a historic run. Micron operates in the boom-and-bust semiconductor memory cycle (DRAM/NAND). Right now, the AI supercycle is aggressively pulling demand forward, which has sent the stock parabolic. While the underlying story is strong, MU currently looks like a momentum play that requires caution. Valuation: Rich and Stretched MU trades at a lofty 25.6x trailing PE and 7.6x forward PE. While that forward multiple looks cheap on its face, remember that memory is highly cyclical; when memory earnings are at their peak, the PE ratio typically looks its lowest. EV/EBITDA is currently sitting at 18.4x, and it trades at a massive 17.6x Price-to-Book (P/B). Buying a cyclical hardware stock at nearly 18x book value usually indicates the cycle is peaking, not beginning. You're buying into a notoriously cyclical company at peak margins, near all-time highs, with insiders steadily selling. If you don't already own it, you are buying late in the cycle and need a strong stomach for a potential "reversion to the mean" drawdown. If you do own it, it might be a good time to consider locking in some gains. Grok says buy. My AI says stay on the sidelines. Two AIs. Same stock. Different conclusions. The AI I built is exclusively available to members of The Assembly via The Vault. Access is currently closed, but join the waitlist to be first in line when we reopen: intheassembly.com

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The Assembly@InTheAssembly·
The proof is there, and this time you can verify it yourself. We wanted to give you a little taste of what to expect from The Assembly. On June 26, NoLimit, CEO of The Assembly, posted “SPGI > SPY” on X. Meaning SPGI, the infrastructure behind the S&P 500, is a better buy than the index itself. Since that post, SPGI is up a staggering 21%. The S&P 500 is up 2.4%. That is 8.75x the index’s return in the same period. Do not miss the reopening on July 22.
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