Aki Flops

Western civilization has collapsed before. But a few scholars preserved the ideas that once made Rome great. They made a backup, and it did eventually come all the way back. It just took one thousand years.

SpaceX is about to be the largest IPO in human history. But here’s the catch… It’s also going to be the trade most retail investors REGRET for the next 5 years. Here’s why, and the 4 space stocks I’m actually paying attention to instead: On June 12, SpaceX will list on Nasdaq under the ticker SPCX. The expected valuation is around $1.75 trillion. That’s more than twice the previous record IPO, and more than the GDP of all but a handful of countries on earth. But even if SpaceX doubles from there, your return is 100%. In the same window, a small cap space stock with the right setup can do 5x or 10x. The math simply does not work for retail investors hoping for asymmetric returns from a trillion dollar IPO. You are buying a fully priced, fully discovered, fully institutional name on day one. The real money in space is not SpaceX. It’s in the smaller, less-followed public names that will get revalued the moment SpaceX trades. Here are the 4 I am watching: VELO Velo3D 3D prints metal parts inside SpaceX's Raptor engines. SpaceX backed them early and was their first customer. The cleanest direct supplier name on the public market. RDW Redwire Space The picks and shovels of space infrastructure. Solar arrays, deployable structures, microgravity manufacturing. The stuff every satellite and spacecraft needs. BKSY BlackSky Real-time earth observation satellites with major defense and intelligence customer base. Sub-billion-dollar market cap with a Pentagon backlog. GHM Graham Corporation Rocket turbopumps through its Barber-Nichols subsidiary. Already supplies multiple US launch players. Nobody is pricing the space exposure inside this name. Most of these sit between $1 billion and $4 billion market cap. Meaning even if they 5x to 10x from here, they would still be relatively small businesses. That’s the power of an asymmetric bet. Either it goes to zero, or it does 5x to 10x over the next few years. At The Assembly, we are a team of 8 with one goal: help you find the right stocks early. Turn notifications on so you don’t miss our alerts. This is EXTREMELY important. If you are not following us yet, you will understand later why that was a mistake.

Those who listen will become MILLIONAIRES. Once the AI hardware rotation slows down… power will still need to grow exponentially. Here’s the AI Power Super cycle that RETIRES you: 1. Layer 1 Fuel & Natural Gas Supply (the energy feeding the AI boom) • $EQT - largest U.S. natural gas producer • $KMI - gas pipelines + infrastructure • $WMB - natural gas transport + LNG • $ET - massive U.S. energy network 2. Layer 2 Onsite / Fast Deploy Power (the real near-term bottleneck solution) • $BE - Bloom Energy fuel cells • $GEV - gas turbines + power systems • $CAT - backup generators • $CMI - power generation systems • $KGS - gas compression + mobile power • $TE - solar + microgrid exposure 3. Layer 3 Grid & Electrical Infrastructure (the hidden AI winners) • $ETN - electrical systems • $PWR - grid buildout • $VRT - cooling + power management • $HUBB - transformers + grid equipment • $NVT - electrical infrastructure • $EMR - industrial power systems 4. Layer 4 Nuclear & Long-Term Baseload (the future AI power source) • $OKLO - advanced nuclear • $SMR - small modular reactors • $NNE - portable microreactors • $CEG - largest U.S. nuclear fleet • $VST - nuclear + power generation • $BWXT - reactor components + services Here is how it breaks down. AI models get larger. Data centers get bigger. Energy demand keeps accelerating.

🚨 FACT: NEW FED CHAIR = MARKET DUMP Look at this closely. Every time a new Fed Chair took over, the market entered a major drawdown: Yellen: market dumps. Powell: same story, twice. This has happened 3 times in a row. Kevin Warsh is the name everyone is watching. And almost nobody is pricing this in. 2014 → 2018 → 2022 → 2026 If history repeats again, the next dump won’t be random. It will be exactly what the chart already warned about. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Once again, you’re probably overthinking what stocks to buy

🚨 BREAKING The Trump administration just signed a letter of intent funding 9 different companies: Here are the publicly traded ones: IBM — $IBM ($1B) GlobalFoundries — $GFS ($375M) D-Wave — $QBTS ($100M) Rigetti — $RGTI ($100M) Quantinuum — subsidiary of Honeywell, $HON ($100M) Infleqtion - $INFQ ($100M) private ones(no ticker): Atom Computing ($100M) Diraq ($38M) PsiQuantum ($100M) More details soon. Turn on notifications.

@TaraBull So many broke haters in this comment section who don’t understand it 😂

Pandemonium at Lenox Mall, Atlanta. Crowds hopped the barriers to race for a chance to get the new Swatch x Audemars Piguet (AP) release. Grown adults fighting over a watch. What are we even doing？

🚨 Donald Trump just revealed which stocks he’s buying in 2026 FULL LIST: VOO IWB NOW NVDA RSP ADBE WDAY ORCL MSFT AVGO SNPS CDW PG CDNS TT TXN FIS MSI ETN XLI TDG AMZN JBL COST AXON COMT KRUS DELL BA UBER IEMG AAPL XLK NVR SMCI GOVT ICE KLAC FFIV AVB XEL ARES WM EFA CRM PNC DVA GOOGL NWSA WST HD CVNA IEX NFLX VTI TOMORROW, every fund over $100M must legally disclose their Q1 2026 trades to the SEC. Every major filing will be posted on @InTheAssembly so follow them with notifications. If you don’t follow them, you will regret it.

If you follow me, you will retire in a few years. I guarantee it. 1. $QCOM 2. $NBIS (up +25% pre-market) 3. $APLD 4. $LUNR 5. $AMD 6. $CRCL 7. $BKSY 8. $BW 9. $IONQ 10. $IREN 11. $NVTS 12. $VELO (up +20% after earnings) 13. $IBRX 14. $JOBY 15. $GH I buy stocks daily. Never too late, just get started. This is YOUR year.

This is how you buy stocks that look like $MU, $SNDK, $RKLB, $AMD, $NBIS, $QCOM, $INTC, etc. right now. I teach you how to buy parabolic stocks the RIGHT way. The most important 3-minutes of your life that make and save millions of dollars: 1. Buy a very small position now. This gets rid of your FOMO and helps psychologically. 2. Buy when stocks reach the daily 62 / 79 EMA & 200 MA (needs to be in a clear uptrend). 3. I became a multi-millionaire because I buy LOW and trim HIGH. I followed these EXACT rules. 4. This is what I teach to my subscribers EVERYDAY. We buy LOW and trim HIGH. Follow my every move and you will retire in a few years.

This is the kind of market where you simply buy what the president tells you to: Chips $INTC Intel $NVDA NVIDIA $AMD AMD $TSM TSMC AI Infrastructure $DELL Dell $VRT Vertiv $NBIS Nebius $CRWV Coreweave $IREN IREN $HUT Hut 8 Rare Earths $USAR USA Rare Earth $CRML Critical Metals $TMC The Metals Company Critical Minerals $TMQ Trilogy Metals $UAMY United States Antimony $MP MP Materials $LAC Lithium Americas Quantum $IONQ IonQ $QBTS D-Wave Quantum $RGTI Rigetti Energy $BE Bloom Energy $GEV GE Vernova $FCEL Fuelcell $PLUG PlugPower $VICR Vicor Memory $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $P Everpure $MRAM Everspin Space $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $GILT Gilat Drones $AVEX Aevex $ONDS Ondas $UMAC Unusual Machines Nuclear $XE X-energy $LEU Centrus Energy $CCJ Cameco $OKLO Oklo $UUUU Energy Fuels AVs & Robotics $TSLA Tesla $AMZN Amazon Batteries $TE T1 Energy $ELVA Electrovaya $FLNC Fluence Energy Never miss the leading stocks again: fullstackinvestor.co/portfolio

Most people are missing the biggest infrastructure buildout in modern history. It’s not chips. It’s not models. It’s the power grid. Here are the names that will benefit the most:

UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utility • $IREN $50 • $NBIS $133 • $CIFR $17 • $CRWV $103 AI Power • $EOSE $7 • $BE $194 • $NVTS $13 • $VRT $258 AI Hardware • $NVDA $179 • $TSM $327 • $ASML $1,247 • $MU $494 AI Applications • $PLTR $138 • $SNOW $134 • $CRWD $433 • $ZETA $17 AI Connectivity • $AVGO $349 • $ALAB $189 • $CRDO $151 • $MRVL $131 Agentic AI • $NET $180 • $DOCN $112 • $FSLY $17 • $MSFT $404 Physical AI • $TSLA $359 • $AMZN $245 • $GOOGL $307 • $ISRG $448 Space • $RKLB $73 • $ASTS $64 • $PL $27 • $BKSY $30 Drones • $ONDS $10 • $UMAC $12 • $AVAV $170 • $KTOS $50 Nuclear • $OKLO $69 • $UUUU $19 • $GEV $878 • $LEU $183 Photonics • $AAOI $123 • $LITE $655 • $COHR $252 • $AEHR $67 CPU Bottleneck • $AMD $321 • $INTC $88 • $ARM $186 • $AMKR $56

@PhilakoneCrypto Rest in peace Luna :( So sorry for your loss bro! 😢

Rest in peace Luna. Our family dog of 13 years. The OG of crypto from my early day videos for those that remember.

No sé si la mayoría entiende lo que está empezando. Pero podría haber comenzado el mayor superciclo de materias primas de nuestra generación. Y estos movimientos no aparecen todos los años. Aparecen una vez cada varias décadas. Pasó durante la revolución industrial. Pasó después de la Segunda Guerra Mundial. Pasó con la urbanización de China a fines de los 90. Y ahora, la inteligencia artificial podría estar detonando el próximo. Mientras la mayoría sigue mirando acciones tecnológicas después de subas enormes en los últimos años… El capital grande ya empezó a rotar hacia otro lado. Minería. Energía. Agricultura. Materias primas. Porque el problema ya no es la demanda. El problema es que no hay oferta suficiente. Los centros de datos que planean construir las grandes corporaciones necesitan cantidades gigantescas de cobre, uranio, energía y recursos básicos. Y el mercado no está preparado para eso. Durante más de 15 años casi no hubo inversión en minas, refinerías ni infraestructura energética por regulaciones, costos y falta de incentivos. Y en commodities, cuando la oferta no alcanza… Los precios no suben de forma lineal. Explotan. Una mina de cobre puede tardar más de 10 años en entrar en producción. Ese desbalance no se corrige rápido. Por eso muchos creen que estamos entrando en una etapa similar a otros grandes ciclos históricos donde las materias primas terminaron superando ampliamente a la bolsa durante años. Y ni siquiera estamos hablando todavía del sector alimenticio. Los fertilizantes ya comenzaron a dispararse. La presión sobre alimentos sigue creciendo. Y varios organismos internacionales ya advierten posibles tensiones fuertes para esta década. La pregunta es: ¿Seguimos persiguiendo acciones después de años de suba o empezamos a mirar commodities antes que el resto?

THE WHITE HOUSE BASKET Government Ownership • $USAR rare earth supply chain reshoring • $MP critical minerals & magnet supply chain • $LAC domestic lithium supply for batteries • $TMQ copper, zinc & critical metals exposure • $INTC domestic semiconductor manufacturing Revenue Sharing • $NVDA & $AMD AI infrastructure tied to government revenue-sharing structure Golden Dome • $LMT missile defense & aerospace systems • $BA defense aviation & aerospace manufacturing • $NOC defense electronics, space & missile systems Trump Policy-Favored Themes • $CEG nuclear power & grid reliability • $TSLA autonomous vehicles, robotics & U.S. manufacturing • $PLTR defense AI, government software & national-security workflows

Nvidia literally told where to invest: IP: $ARM Fab: $TSM $INTC Memory: $MU $SNDK $WDC Packaging: $ASX $AMKR $CAMT Equipment: $KLAC $LRCX $ASML $KEYS Networking: $COHR $GLW $FN $LITE $APH Servers OEMs: $DELL $SMCI $JBL Power Systems: $FLEX $VRT $ETN Power Electronics: $STM $ADI $MPWR $NVTS $ON Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

AI ROTATION WATCHLIST 🚨 The AI supercycle is much bigger than most people realize. Capital isn’t flowing randomly — it’s rotating with precision across the entire AI stack. Here’s where the money is moving 👇 🧠 Semiconductors (The Core) $NVDA $AMD $ARM $AVGO $MRVL $INTC $TSM $QCOM 💾 Memory (The Bottleneck) $MU $WDC $STX $SNDK 🔦 Optical & Connectivity (The Speed Layer) $LITE $COHR $AAOI $GLW $JBL $AXTI $LWLG $NOK 🌐 Networking (The Backbone) $ANET $CSCO $CIEN $JNPR 🏢 Data Centers (The Infrastructure) $IREN $CIFR $NBIS ⚡ Power & Energy (The Enabler) $VRT $ETN $PWR $GEV $CEG $SMR $OKLO 🧱 Materials (The Foundation) $MP $LAC $UUUU $USAR 🚀 Space (The Next Frontier) $ASTS $RKLB $LUNR $PL $BKSY 🛡️ Defense (AI Meets Security) $AVAV $KTOS $ONDS $OSS 🤖 Robotics (Real-World AI) $TSLA $PATH $SYM This is how capital rotates: From hype → to infrastructure → to scale → to real-world deployment. If you're only watching one sector, you're already behind.

Recommend me a nice book to read please Thank you dear followers