The Assembly Insights

Macro analysis, market structure, and the trades nobody else is showing you. Access closed.

[The Assembly Insights @lntheAssemblys]

FOR TRANSPARENCY:

NoLimit, CEO of The Assembly, currently has 10 stocks in his public portfolio.

Two exits so far: +28% and +72%.

Across the open positions, the biggest loss stands at 12.6%. The biggest gain stands at 40.6%. Not too bad for just 3 months.

[The Assembly Insights @lntheAssemblys]

Jim Cramer on Wendy’s stock:

“I say no to owning that stock���

[The Assembly @InTheAssembly]

Every Elon Musk prediction for the next 5 to 20 years:

1. AI surpasses any single human's intelligence by the end of 2026. 2027 at the latest.

2. Digital intelligence exceeds the combined intelligence of ALL humanity by around 2030.

3. At least 100 million humanoid robots within 5 years. Possibly a billion.

4. More humanoid robots than people on Earth within a few years.

5. Optimus available for public sale by the end of 2027.

6. Optimus robots outnumbering human surgeons and performing high-quality surgeries by 2030.

7. Long term, Optimus represents the vast majority of Tesla's value.

8. Unsupervised Full Self-Driving in dozens of major US cities by the end of 2026.

9. Robotaxis widespread across America by the end of 2026.

10. Cybercab mass production begins in 2026.

11. Uncrewed Starship missions to Mars in the 2026/2027 transfer window.

12. Crewed Mars landings as soon as 2029. More likely 2031.

13. A self-sustaining city on Mars within 20 years.

14. Up to 1 million people living on it.

15. Work becomes optional, like a hobby, within 10 to 20 years.

16. The global economy DOUBLES in size within 5 to 7 years.

17. Solar becomes the majority of global energy.

18. Tesla and SpaceX build 100 gigawatts of annual US solar manufacturing within 3 years.

19. Solar-powered AI data centers launched into orbit within 2 to 3 years.

20. Neuralink enables superhuman abilities and restores vision to the blind.

Do you agree with him?

[The Assembly Insights @lntheAssemblys]

BREAKING: Japan’s 10-year bond yield climbs to highest level in 30 years.

[The Assembly Insights @lntheAssemblys]

Two companies make up 62.8% of the KOSPI 200.

Samsung and SK Hynix.

An entire country’s stock market is a memory chip bet.

[The Assembly Insights @lntheAssemblys]

Cathie Wood’s ARKK fund, one of the worst-performing funds of the last 5 years, just bought 181,847 shares of SpaceX $SPCX

[The Assembly Insights @lntheAssemblys]

Michael Burry just went long on gambling.

New positions disclosed: DraftKings $DKNG and Flutter $FLUT.

[The Assembly Insights @lntheAssemblys]

8 days ago Michael Burry went bearish on Applied Materials $AMAT

It’s down 20% since.

[The Assembly Insights @lntheAssemblys]

$NVDA is now trading under 20x earnings for the first time in years.

[The Assembly Insights @lntheAssemblys]

Government analysts warned of an AI bubble in an internal report.

The Treasury rejected it the same day it leaked.

The speed of the denial tells you more than the report does.

[The Assembly Insights @lntheAssemblys]

Oil. Thanks Trump.

[The Assembly Insights @lntheAssemblys]

The private AI assistant we built is the closest thing to an unfair advantage in this market.

Only available to members of The Assembly.

[The Assembly Insights @lntheAssemblys]

BREAKING: Intel $INTC is down 21% since Jim Cramer called it his “favorite stock” one week ago at the top.

[The Assembly Insights @lntheAssemblys]

We all know exactly why SPCX is going down.

Hint: August.

[The Assembly @InTheAssembly]

Our AI (Assembly members only) said avoid $MU. Down 23% since.

Grok said buy. Anyone who listened is down 23%.

We built something different. Reopening July 22.

[The Assembly @InTheAssembly]

The proof is there, and this time you can verify it yourself. We wanted to give you a little taste of what to expect from The Assembly.

On June 26, NoLimit, CEO of The Assembly, posted “SPGI > SPY” on X. Meaning SPGI, the infrastructure behind the S&P 500, is a better buy than the index itself.

Since that post, SPGI is up a staggering 21%. The S&P 500 is up 2.4%.

That is 8.75x the index’s return in the same period.

Do not miss the reopening on July 22.

[The Assembly @InTheAssembly]

This is one of the best accounts you can follow on this app.

They track insider trades so you don’t have to.

[The Assembly @InTheAssembly]

Peter Thiel might be the greatest investor of all time and nobody talks about him that way.

Look at the track record.

2004: First outside investor in Facebook. $500k for roughly 10% when the entire company was valued under $5 million. Social media was considered a toy by serious money. That check turned into over a billion dollars.

2008: SpaceX. Founders Fund backed them at the absolute lowest point. Rockets were exploding. Cash was running out. Everyone said private spaceflight was a billionaire vanity project. They kept writing checks, roughly $600 million across rounds. That stake is worth tens of billions today.

2003: Co-founded Palantir when big data was niche and government work was radioactive for VCs. The company has blown past $300 billion in market cap. His personal stake alone is worth billions.

2017: Founders Fund backed Anduril from the seed round. By 2025 they were leading a $2.5 billion round at a $30.5 billion valuation. Defense tech looked uncool and heavily regulated when they started. Now it looks obvious.

Through Founders Fund he also got early exposure to Stripe, Spotify, Airbnb, and DeepMind.

Here is the part that stings.

Every single one of those bets was private. No public shares. No buying the dip. You either had the network and the capital at the exact right moment or you watched from the sidelines.

By the time these companies went public, the biggest multiples were already gone.

His playbook has been the same for 20 years. Find the hard thing nobody wants to touch. Social when it was dorky. Space when it was impossible. Data when it was scary. Defense when it was uncool.

The consensus is always chasing the last wave. Thiel keeps showing up early for the next one.

[The Assembly @InTheAssembly]

We successfully built one of the smartest finance-focused AIs in existence.

Only available to members of The Assembly.

Reopening July 22. Be here.

[The Assembly @InTheAssembly]

Quantinuum $QNT is up 53% since we wrote this article on June 15.

[The Assembly Insights @lntheAssemblys]

+29% in one month ✅

Thank you Michael.

$DLO