BREAKING: Semiconductor stocks now account for a record 18.8% of the S&P 500’s market cap.
This percentage has more than TRIPLED since 2022.
Over this period, the semiconductor index, $SOX, has rallied a massive +546%.
To put this into perspective, semiconductors accounted for less than half of their current weight at the peak of the 2000 Dot-Com Bubble.
Meanwhile, the Magnificent 7 stocks now reflect a record ~33% of the S&P 500’s market value.
Tech is all that matters.
Leopold Aschenbrenner just put $44M into $TE
the stock jumped +23% the same day
he’s not betting on which AI model wins
he’s betting on what every AI model needs to exist
Power. Compute. Memory. Solar.
which part of the infrastructure are you in?
Leopold Aschenbrenner fund just reached a new all time high of $20 BILLION.
And he’s literally telling you what to buy right now.
If you pay attention, you can make a lot of money.
Here’s the list:
Big long in Bloom Energy (BE), fuel cells for data center power.
Heavy in Bitcoin miners pivoting to AI hosting: IREN, Core Scientific (CORZ), Applied Digital (APLD), Riot (RIOT), CleanSpark (CLSK).
Recent stake in Nebius (NBIS), AI cloud infrastructure.
Private position in Anthropic.
By the way, if you’re a serious investor and you care about making money, you need to follow @InTheAssembly with notifications.
The door is currently closed but we are reopening access on Monday, for 24 hours only.
In 6 months, half of you are going to wish you got in this Monday, June 22nd.
Follow @InTheAssembly with notifications or you will regret it later.
BREAKING: The Trump Administration will be providing Iran with access to $6 billion of frozen funds to buy humanitarian and non-sanctioned goods from the US, per FT.
Details include:
1. The move is being described as a "financial incentive" to ensure Iran commits to the deal
2. Funds will be released in phases starting within the 60-day ceasefire extension
3. Funds will also be contingent on Iran reopening the Strait of Hormuz
4. The Trump Administration will also grant a waiver to allow Iran to export oil for the duration of the 60-day period
The deal aims to eventually "terminate all types of sanctions" on Iran.