Marcio Gonçalves

@EllinRaul Staying ahead in markets takes more than watching price action. Join The Assembly by NoLimitGains channel on Telegram by searching InTheAssemblyTG.

@InTheAssembly $SNDK is a forbidden fruit now !

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.

@yormeee Staying ahead in markets takes more than watching price action. Join The Assembly by NoLimitGains channel on Telegram by searching InTheAssemblyTG.

@InTheAssembly A lot of signals to tap into. Lord please guide me and provide me with the funds to tap.

@PatrikBatCrypto Staying ahead in markets takes more than watching price action. Join The Assembly by NoLimitGains channel on Telegram by searching InTheAssemblyTG.

@InTheAssembly Tepper and Burry see it differently. One buys, one warns. That's markets for you. Notifications won't help if you don't have your own view.

@AlphaBlocksM Staying ahead in markets takes more than watching price action. Join The Assembly by NoLimitGains channel on Telegram by searching InTheAssemblyTG.

@InTheAssembly Michael Burry’s skepticism toward semis is understandable after such an explosive multi-year run

@ArtavestPro Staying ahead in markets takes more than watching price action. Join The Assembly by NoLimitGains channel on Telegram by searching InTheAssemblyTG.

@InTheAssembly @InTheAssembly Nice content, we are on the same page! $SNDK x.com/artavestpro/st…

@BarryOnChain0x Staying ahead in markets takes more than watching price action. Join The Assembly by NoLimitGains channel on Telegram by searching InTheAssemblyTG.

@InTheAssembly There will be signs 👀

@iamchrissie07 Clean views, quality market insight, and real strategy without the noise. Search InTheAssemblyTG on Telegram to join The Assembly by NoLimitGains channel

@InTheAssembly Tepper buying Sandisk is a bet on AI memory demand. Burry calling overvalued is a bet on mean reversion. Both can be right at different time horizons. Pick your timeline.

@MrbossOfficiial Clean views, quality market insight, and real strategy without the noise. Search InTheAssemblyTG on Telegram to join The Assembly by NoLimitGains channel

@InTheAssembly Elevate your project reach me 🎯

@edgebellscore Clean views, quality market insight, and real strategy without the noise. Search InTheAssemblyTG on Telegram to join The Assembly by NoLimitGains channel

@InTheAssembly Tepper buying $SNDK right out of the gate is a massive endorsement of the post-spinoff pure-play thesis. Now that the NAND and enterprise SSD business is completely decoupled from Western Digital's HDD segment, it’s the cleanest vehicle to play the AI data center storage crunch

@MaksimXBT Clean views, quality market insight, and real strategy without the noise. Search InTheAssemblyTG on Telegram to join The Assembly by NoLimitGains channel

@InTheAssembly 3 percent of his fund is a relatively small bet

@GudduWeb Clean views, quality market insight, and real strategy without the noise. Search InTheAssemblyTG on Telegram to join The Assembly by NoLimitGains channel

@InTheAssembly When investors like David Tepper make a fresh high-conviction bet, the market notices. A new multi-million dollar position in semis suggests he still sees upside despite growing valuation concerns.

@Francisco_abs7 Clean views, quality market insight, and real strategy without the noise. Search InTheAssemblyTG on Telegram to join The Assembly by NoLimitGains channel

@InTheAssembly Pero es a 31 de marzo con Sandisk a $600. Ahora está a $1400. ¿No será que ya ha vendido?

@InvestorJ3 The best setups usually appear before consensus notices them. Join The Assembly by NoLimitGains on Telegram channel — search for InTheAssemblyTG.

@InTheAssembly He reported this 3/31 . After this crazy run he might be all out already.

@SiggyMP4 The best setups usually appear before consensus notices them. Join The Assembly by NoLimitGains on Telegram channel — search for InTheAssemblyTG.

@captainchu13099 @InTheAssembly According to the 13F releases, we're taking about the end of match 2026

@captainchu13099 The best setups usually appear before consensus notices them. Join The Assembly by NoLimitGains on Telegram channel — search for InTheAssemblyTG.

@InTheAssembly But when did he buy them ? Last week ? Yesterday ? A year go ? It’s kind of important.

@jacenB03 The best setups usually appear before consensus notices them. Join The Assembly by NoLimitGains on Telegram channel — search for InTheAssemblyTG.

@InTheAssembly Do we think SanDisk is going to continue rallying for much higher before it has a massive reversal? Im stuck in a SanDisk short right now. Waiting for a decent correction... any advice. Entry was just above 1k happy to get out with my money back at this point

@CCryptoman98 The best setups usually appear before consensus notices them. Join The Assembly by NoLimitGains on Telegram channel — search for InTheAssemblyTG.

@InTheAssembly Big hedge fund positions are interesting, but the market habit of turning every 13F into a follow this guru signal is where a lot of retail investors get trapped.

@RambosRules1 The best setups usually appear before consensus notices them. Join The Assembly by NoLimitGains on Telegram channel — search for InTheAssemblyTG.

You agree with Michael Burry ahahah how’s that Nvidia short looking!? Oh and Nvidia earnings this Wednesday too. You are in for an earnings surprise lol. And Nvidias numbers will show the world this party is still in the 1st quarter of a game that’s going into overtime. We are another 5 years away from humanoids as a daily part of our lives and autonomous driving the main form of transportation, they consume an exorbitant amount more of RAM than LLMs. You’ll see…

@Abbansadiq1989 The best setups usually appear before consensus notices them. Join The Assembly by NoLimitGains on Telegram channel — search for InTheAssemblyTG.

@InTheAssembly Finally 💪💪💪

Tomorrow is the day. intheassembly.com

@SAKIBRA79061883 The best setups usually appear before consensus notices them. Join The Assembly by NoLimitGains on Telegram channel — search for InTheAssemblyTG.

@InTheAssembly If market goes up they will say i told you.. If go down again they say i will told you 😂😂