𝟶𝚡𝟼𝟿 ✳️

Joined Crypto via Silk Road in 2014

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@BitcoinNewsCom Lower

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@2sharts @AceTrader Thanks bro I’ll keep you posted

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@NoLimitGains Why not 364 days like usual

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@DrProfitCrypto Little long to 70k?

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@BitcoinNewsCom 4 months early yeah nah

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@greenytrades For a little long before it crashes again?

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@2sharts @AceTrader Cool might give it a go be rude not too

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@greenytrades Magical

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

CHEAP BTC 🤑

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@greenytrades What price u reckon at the bottom if BTC hits 30/40k

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@craigscoinpurse 🙏🏼

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@greenytrades Orange

[NoLimit @NoLimitGains]

The stocks Jensen Huang is indirectly telling you to buy in 2026:

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@greenytrades Which means 20-30x if you use 10x 🤪

[The Assembly @InTheAssembly]

Physical AI is shaping up to be the next major investing cycle.

Jensen Huang, the CEO of $NVDA and the most influential voice in tech right now, agrees.

The last few years were about digital AI. Training models, chatbots, data centers.

Now the capital is rotating into embodied AI. Robots and systems that see, move, manipulate, and work alongside humans in the physical world.

This could be one of the highest-conviction multi-year themes of the next 5 to 10 years.

Here’s why the pieces are lining up now.

Foundation models are finally good enough to handle real-world messiness. Object recognition, planning, adaptation. Edge compute and better sensors mean robots no longer need constant cloud hand-holding.

Hardware costs are crashing. Batteries, actuators, motors, lidar, vision sensors, and dexterous hands are all on cost-down curves. What cost millions five years ago is becoming viable at scale.

Demand is real. Aging populations, reshoring, e-commerce, elder care, dangerous jobs. Governments and large corporations are incentivized to automate FAST.

The trillions already poured into AI infrastructure now fund the physical deployment layer. Pilots are proving ROI. The next phase is units shipping from thousands into millions.

Better robots generate more data. More data trains better robots. Adoption accelerates. The companies that nail hardware, software, and deployment at scale are the ones that win.

Here are 4 names on my radar:

SYM Symbotic.

The warehouse automation powerhouse. They build full AI-powered robotic systems that handle pallets, cases, and items end-to-end. Walmart-scale deployments with a long-term backlog already locked in.

This is not a gadget. It is a turnkey platform deployable today.

$28B market cap. Sticky long-term contracts and real recurring support revenue. If logistics automation goes mainstream, this is the name that benefits first.

CGNX Cognex.

The undisputed eyes of the robot revolution. Leader in machine vision systems, sensors, and software that let robots and factories see, inspect, guide, and identify with high accuracy.

Factories, warehouses, automotive, electronics. All of them need vision to make physical AI actually work reliably.

~$11B market cap. Strong margins expanding with AI upgrades. Forward multiples reasonable for 20%+ growth. A blue-chip in the space still flying under retail radar.

NDSN Nordson.

The quiet precision dispense king for robotic manufacturing. They make the specialized equipment robots use to apply adhesives, coatings, sealants, and fluids across electronics, automotive, packaging, and medical.

As robots get more dexterous and lines get smarter, demand for their tools surges.

~$16B market cap. Niche dominance. High margins. Diversified end-markets. The boring industrial that benefits from the automation wave without the froth.

OUST Ouster.

The perception layer of physical AI. High-resolution digital lidar plus enhanced AI vision that gives robots and machines 3D mapping and sight in tough environments.

Industrial robotics, smart infrastructure, autonomous systems. Growing fast. Smaller cap, more room to run.

Still early on profitability. Cash position is solid. Deal flow is accelerating. Higher-risk sleeve of the thesis. Every embodied AI needs great sensors, and Ouster is positioned without being the overhyped name.

The risks are real though.

But directionally, this feels like being early on EVs or cloud in the 2010s.

The Assembly is a team of 8 with one mission: helping you spot great stocks at the earliest stage.

In the last two weeks alone, we caught FLY, NOW, TE, PL and much more before their moves.

Follow us and turn on notifications so you don’t miss the next one. This is extremely important.

A lot of people will wish they followed us sooner.

[𝟶𝚡𝟼𝟿 ✳️ @fackedit]

@tatthang @Numba_go_up @Memeland Interesting

[NoLimit @NoLimitGains]

This is Anton Kreil.

A kid from Liverpool, raised by a single mom with no money, who walked into Goldman Sachs at 20 and walked out of Wall Street at 28 with the kind of resume nobody believes is real.

His prop book at Goldman grew from $25M to over $400M in four years.

Lehman headhunted him in 2004.

JP Morgan paid him a fortune to run their global pharma, biotech, and chemicals trading franchises in 2006.

He retired in May 2007, months before the entire system blew up.

The 16 minutes below is the closest thing I've seen to an actual trader explaining how he thinks.

No fluff, no charts, just the framework that made three of the biggest banks on Wall Street fight to hire him.

[The Assembly @InTheAssembly]

5 Japanese stocks you should be watching.

Each one sits at a bottleneck of the global supply chain. None of them are in any US ETF.

Here they are: