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The Assembly Profile picture
The Assembly
@InTheAssembly
Macro analysis, market structure, and the trades nobody else is showing you.
May 31 • 7 tweets • 1 min read
The US just got its first and only domestic producer of two metals the entire defense industry runs on.

Stock IPO’d at $14 in April and nobody is talking about it.

Here it is: 🚨 IMPORTANT:

We're a team of 8 with one goal: to help you spot truly great stocks at the earliest stage.

Turn on notifications and follow us. It is crucial not to miss the alerts.
May 14 • 9 tweets • 2 min read
Seth Klarman just dropped his Q1 2026 13F.

One of the most respected value investors on Wall Street rotated his entire book this quarter.

22 total holdings.

Here is every position and every move: 🚨 TOMORROW, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.

Every major filing will be posted HERE on our account.

Follow us @InTheAssembly with notifications or you will regret it later.
May 12 • 16 tweets • 2 min read
Yesterday almost 50 major US stocks hit fresh 52-week lows.

These are not small caps.

These are S&P 500 names that millions of retail investors own through their index funds.

Here is the full list, sector by sector: THIS FRIDAY, Leopold Aschenbrenner’s latest trades go public.

He turned $225M into $5.5B in 12 months. At 24 years old.

Follow us with notifications at @InTheAssembly so you don’t miss the signal, this is VERY important.

If you don’t follow us, you’ll regret it.
May 11 • 11 tweets • 2 min read
NVIDIA just quietly partnered with 5 space companies.

This is one of the most important moves in tech right now.

They are officially taking AI infrastructure to orbit.

Here are the 5 names that could define the next decade: This Friday we are revealing Leopold Aschenbrenner’s latest trades.

He turned $225M into $5.5B in 12 months at age 24.

If you are not following @InTheAssembly with notifications on, you will miss it.

Follow us before it’s too late.
May 11 • 11 tweets • 2 min read
Most people are missing the biggest infrastructure buildout in modern history.

It’s not chips.

It’s not models.

It’s the power grid.

Here are the names that will benefit the most: In exactly 4 days, Leopold Aschenbrenner is required to disclose his latest positions.

The 24-year-old guy who turned $225M into $5.5B in 12 months.

We will be revealing his latest trades here.

Follow us with notifications so you don’t miss the alerts, this is VERY important.