The Assembly

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

[The Assembly @InTheAssembly]

Come win with us!

[NoLimit @NoLimitGains]

Not to brag, but my portfolio is GREEN today and I haven't been up this much in a single day in a while…

I'm not going to waste my time posting proof here because there's no benefit in it, but members will be able to confirm.

For months I was talking about stocks nobody else was. Completely slept on, while everyone was focused on AI.

Everything is going as planned, and I just want to say thank you to everyone who supported me by joining The Assembly and coming along on my journey.

I'm still not sure when, but I will close access at some point, and if you don't join now you will miss future trades. You decide.

[The Assembly @InTheAssembly]

Ba-da-ba-ba-ba

$MCD 📈

[The Assembly @InTheAssembly]

Donald Trump bought McDonald's $MCD at around $270.

It's $235 now.

Use that information as you wish.

[The Assembly @InTheAssembly]

You already know what to do if you want to win.

Join us 🫡

[Temp Nirvana @tempnirvana]

I have been in markets for 20 years and @InTheAssembly is by far the best paid service I have seen. Have used a few from Value Line to Motley!! Nothing comes close….

[The Assembly @InTheAssembly]

BREAKING: China’s stock market is officially in a bear market.

[The Assembly @InTheAssembly]

BREAKING: Japan’s stock market is crashing

[The Assembly @InTheAssembly]

BREAKING: $META posted its first negative free cash flow in more than a decade.

Negative $2.12 billion, on $34.9 BILLION of capex in one quarter.

2026 capex guidance: $135 to $145 billion.

[The Assembly @InTheAssembly]

BREAKING: Anthropic posted an $80.7 BILLION net loss in the first half of 2026.

About $72 billion of it is a non-cash charge on convertible notes, which gets larger as the company's valuation rises.

[The Assembly @InTheAssembly]

One trade. $6,600 in profit. From a $199 membership.

You've been thinking about it for months. He thought about it once, joined, and made 33x his money back.

Access here: https://t.co/2PYyjINsZd

[The Assembly @InTheAssembly]

Absolutely insane.

$NFLX

[The Assembly @InTheAssembly]

This is your reminder that McDonald's $MCD is still trading below Donald Trump's entry…

But it may not stay like that for long.

[The Assembly @InTheAssembly]

Donald Trump bought McDonald's $MCD at around $270.

It's $235 now.

Use that information as you wish.

[The Assembly @InTheAssembly]

Ohhhhh shit…

[The Assembly @InTheAssembly]

On April 1, the chairman of Opendoor replied to someone on X:

"Wow you are a moron. There is literally zero chance of $2 per share."

$OPEN just hit a low of $1.93

[The Assembly @InTheAssembly]

JUST IN: Trump Accounts could expand to every American under 40, roughly 100 million more people.

70 million kids are already auto-enrolled. 3.5 million more are born into it every year.

Brad Gerstner is pushing legislation within months, and he wants the funding made permanent.

[The Assembly @InTheAssembly]

Just like that, we called the exact bottom again.

$SPGI 📈

[The Assembly @InTheAssembly]

One investor still has ~20% of his portfolio in a single stock.

Dev Kantesaria has owned $SPGI since 2016. Chris Hohn has ~$5.7B in it. Bill Ackman just opened a ~$1B position.

They’re concentrated in the company that licenses the S&P 500, now ~26% below its high.

[The Assembly @InTheAssembly]

Absolutely insane.

Nvidia $NVDA had 87% of the AI accelerator market in 2024. 81% in 2025. ~75% today.

BofA now says it holds "at least 70%" long term.

[The Assembly @InTheAssembly]

JUST IN: The 30-year mortgage rate just hit 7.50%, the highest since November 2023.

Purchase applications fell 4% on the week and are down 16% from a year ago.

Refinancing is down 56%.

[The Assembly @InTheAssembly]

BREAKING: Florida's gambling addiction helpline hired a director who was already under arrest for stealing $1.4 million to gamble.

He ran 888-ADMIT-IT for over a year while awaiting trial.

Sentenced this week: nearly 10 years, plus $1.5 million in restitution.

[The Assembly @InTheAssembly]

1.5 TRILLION wiped out from Turkey stock market today…

Ouch 📉

[The Assembly @InTheAssembly]

NEW BUY SHARED IN THE ASSEMBLY

[NoLimit @NoLimitGains]

I just bought a stock. It's posted in The Assembly now.

Join today before it moves.

[The Assembly @InTheAssembly]

BREAKING: Elon Musk says he will give one of his own SpaceX $SPCX shares to every kid in America next year.

That's roughly 72 million shares. About $10.5 billion.

His words: "This will be the first of many."