Macro analysis, market structure, and the trades nobody else is showing you. REOPENING: JUNE 22

Joined September 2012
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This is it. The Assembly reopens on June 22nd. Our current members already know that. But The Assembly is different because we do not just show you which stocks we are buying, we tell you exactly why we are buying them. We also teach you how to find them yourself and position yourself for the next 10 years. Most groups are scams. All they care about is the membership fee. We care about helping our members make money. That’s our only incentive. This started as something small. The Assembly is now officially one of the fastest-growing finance communities of 2026, gaining 480k followers in less than 3 months. The price may seem expensive at first. But for a team of 8 spending all day finding undervalued stocks for you, the price is cheap. Anyway, see you at the reopening on June 22nd. Follow us with notifications so you do not miss it this time. Join the waitlist here: intheassembly.com/#waitlist

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Trump: “A deal with Iran will be signed tomorrow, and the Strait of Hormuz will be OPEN!!” 19 minutes later: Iran: “No deal will be signed tomorrow. This is fake news.” Let’s play a game: guess who’s lying?
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The Assembly reopens in 9 days. June 22nd, for 24 hours only. A lot of people will regret missing this window, just like last time. If you’re serious about building wealth, be here.
This is it. The Assembly reopens on June 22nd. Our current members already know that. But The Assembly is different because we do not just show you which stocks we are buying, we tell you exactly why we are buying them. We also teach you how to find them yourself and position yourself for the next 10 years. Most groups are scams. All they care about is the membership fee. We care about helping our members make money. That’s our only incentive. This started as something small. The Assembly is now officially one of the fastest-growing finance communities of 2026, gaining 480k followers in less than 3 months. The price may seem expensive at first. But for a team of 8 spending all day finding undervalued stocks for you, the price is cheap. Anyway, see you at the reopening on June 22nd. Follow us with notifications so you do not miss it this time. Join the waitlist here: intheassembly.com/#waitlist
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Cathie Wood’s ARK fund just bought $444 million of SPCX on day one. ARK has been one of the worst-performing major funds of the last 5 years.
Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points. And she has done it while collecting BILLIONS in management fees. A quick reminder of the highlight reel: – She predicted Tesla would hit $3,000 per share by 2025. It is currently $432. – She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion. – She made Teladoc her single largest position around $80 per share. It trades at $7 today. – She loaded up on Zoom near $300. It trades at $110. – She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d. Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing. The people who win are the ones running the fund, not the ones holding it. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. We will be breaking down EVERY major filing right here the moment they drop. Follow us with notifications before it’s too late. If you don’t follow us, you might regret it.
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This is actually insane. Anthropic released their two newest frontier models on June 9 (Fable 5 and Mythos 5). Three days later, the US government forced them to shut both down for EVERY customer in the world. These were the most capable AI models ever released. Fable 5 was state-of-the-art on essentially every benchmark, especially for long, complex tasks. Software engineering, vision, scientific research, autonomous agent work. One test compressed months of work on a 50-million-line codebase into a SINGLE DAY. Mythos 5 is the same underlying model with safeguards lifted in targeted areas. The strongest cybersecurity capabilities of any model in the world. Already being used for real drug design and novel scientific hypotheses through Project Glasswing in collaboration with the US government. Friday at 5:21 PM ET, the Commerce Department hit Anthropic with an export control directive citing national security. It bans access for any foreign national, whether outside the US or working inside the country, including foreign-national Anthropic employees. Giving them access counts as a “deemed export.” Anthropic had no choice but to disable both models globally to ensure compliance. The reason: another company claimed to jailbreak Fable 5. Anthropic reviewed the demonstration and says it is a narrow, non-universal exploit that other public models (including GPT-5.5) are also vulnerable to. They call it a misunderstanding and are working to restore access. Think about that. Two of the most capable AI models in the world, developed with extensive red-teaming with the US government and the UK AI Security Institute, bricked globally over a contested jailbreak claim. If this becomes the standard, every frontier model launch in the US is at risk going forward. The precedent is enormous.
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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Washington University’s endowment put $50M into SpaceX years ago. That position is now worth over $1.7 billion. 34x return on a private deal most retail investors never had access to.
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RT @LeopoldATracker: You realize they’re reopening on June 22nd right? I think this is one of the best opportunities to learn from these p…
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Ladies and gentlemen, Elon Musk has officially become the world’s first trillionaire.
🚨 SPACEX $SPCX IS LIVE
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The Assembly reopens in 10 days, on June 22nd. Access opens for 24 hours only. Then the door closes again. Get on the waitlist: intheassembly.com/#waitlist A lot of people will regret missing this window, just like last time.
⏳ 10 more days until doors open This is the fastest growing community, full of macro analysis, wealth education, and insightful trades As an analyst, I work alongside 8 others to provide the most valuable content that you won’t find anywhere else Get on the waitlist: @InTheAssembly
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🚨 SpaceX $SPCX begins trading in a few minutes For now it is still in the opening auction. Indication is around $175 against the $135 IPO price. That is a 30% premium before a single trade. Nasdaq is matching orders to find the opening cross. For mega-IPOs this can take a while. The opening cross is just the start. The first 5 to 10 minutes of free trading after that tell you everything. Watch the volume. This will be historic. As most of you already know, nobody is getting rich off SpaceX. The market cap is already too big. We are compiling a list of stocks we believe will perform extremely well over the next 5 to 10 years. We will post it shortly. Follow us and turn on notifications. This is VERY important. If you don’t follow us, you might regret it later.
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Did he know something? Sharon AI $SHAZ just announced a 6-year strategic collaboration with $NVDA. The stock is up 27% in 2 days, and 43% since we flagged it as one of Leopold Aschenbrenner’s new positions.
Replying to @InTheAssembly
SHAZ Australian GPU neocloud. Roughly $897M market cap. Already sitting on $2.2 billion in total contracted value with a 2026 exit run rate target of $470M Anchored by a $1.25B ESDS deal and a $950M Asia Pacific contract, both ramping in H2 2026
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Nobody is getting rich off the SpaceX IPO at $1.75T The real upside is in 5 smaller space stocks with real moats that almost nobody is watching. Here’s the list:
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SPIR Spire Global. Small satellite data: maritime, aviation, weather, Earth intelligence. Specialized multi-mission sensors plus recurring data subscriptions. Niche but sticky. Classic picks-and-shovels space data play with recurring revenue. Very low buzz.
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These are operating businesses with real tech moats, growing backlogs, and 2026 catalysts. SpaceX might pop then consolidate as reality hits. These have multiple shots on goal in a growing industry. Not financial advice.
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This is getting crazy. AMPG is now up more than 100% since we wrote this post a week ago. If you’re still not following us with notifications, you must really hate money.
There is one company quietly powering the first open-source AI-RAN prototype running on NVIDIA Aerial software. Almost NOBODY is covering it. Here it is:
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Massive reversal in the US stock market. $1.3 trillion added. All from a single 104-word Trump post. That’s $12.5 billion per word.
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