$ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data.
These 5 names own some of the deepest proprietary data moats for that transition:
1. $PLTR sits inside some of most sensitive enterprise & government datasets in the world operationalizing AI across classified defense data, regulated healthcare data & Fortune 500 workflows that public models will never train on.
2. $META owns the world’s largest proprietary social graph with 3.5B+ daily active users generating text, image, video & voice data at a scale no competitor can replicate.
3. $GOOGL owns one of deepest consumer data stacks in world with 8.5B+ daily Search queries, 2.7B+ YouTube monthly users, 2B+ Maps users, 1.8B+ Gmail users & 3B+ Android devices feeding Gemini with proprietary data competitors cannot replicate.
4. $RDDT owns one of largest archives of human conversation, opinion & consumer behavior online with 20+ years of proprietary discussion data now being licensed to frontier labs like OpenAI with data licensing revenue could reach $400M+ annually by 2027.
5. $TEM owns one of largest clinical-grade oncology datasets in the world with 45M+ de-identified patient records across genomics, imaging & clinical data that healthcare AI structurally needs.
🚨 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.
Carl Jung believed life truly begins at 40, viewing the first four decades as "research"—a preparatory phase focused on building an ego, establishing a career, and meeting societal expectations. The second half of life, starting around 40, is for inward exploration, authenticity, and fulfilling one’s true self (individuation) rather than pursuing external validation.
Dana White wants to get his blood filtered through a machine in Tijuana.
He heard Stephen A. Smith and Steve Harvey did the three-day procedure — needle in the jugular, blood pulled out, cleaned of metals, mold, and toxins, then put back in — and both came back saying their eyesight, hearing, and overall energy were dramatically better.
Dana’s reaction? “I gotta go do this.”
It sounds wild… but apparently some very high-profile guys swear by it.
The procedure is a form of therapeutic plasma exchange (plasmapheresis), which removes and replaces blood plasma to clear inflammatory molecules, autoantibodies, and accumulated toxins.
Small studies have explored it for autoimmune conditions, chronic fatigue, and age-related inflammation, though large-scale evidence is still limited.
Have you ever heard of (or tried) anything like this?