The Assembly @InTheAssembly
Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice. intheassembly.com [email protected] Joined September 2012-
Tweets1K
-
Followers567K
-
Following20
-
Likes2K
Michael Burry was right?
Michael Burry just increased his shorts on $MU and $NBIS.
China’s reported US Treasury holdings fell by $109 BILLION in a year. August 2025: $699.7B August 2026: $590.7B That includes a $27.3B drop in the latest month alone…
JUST IN: Bank of America warns the AI investment surge looks like a classic boom-and-bust capital cycle. Capex expectations near $1 trillion. Token prices down ~50% since summer. Their words: "monetization disappointment in the face of intense competition is precisely the failure mode seen in past capital cycles." Railways worked. Telecom worked. The internet worked. Investors still lost money.
Ryan Cohen spent $22.8 MILLION buying $GME on October 13. 844,130 shares at $26.75–$27. Actual purchases in the filing. Whatever you think of GameStop, that’s a hell of a lot of money to put behind your own stock.
BREAKING: The Bank of England is telling banks to prepare for AI cyberattacks getting through their defences. Including how to rebuild their systems afterward. Everyone talks about what AI can do for businesses... but criminals get to use it too.
US households hold over $60 trillion in stocks and mutual funds, more than 3x a decade ago. The richest 1% owns 54% of it. The bottom 50% owns about 1%.
Schwab brought in $190.4 BILLION of core net new client assets in Q3. Roughly $2.1B a day over the quarter. Clients also opened 1.2M new brokerage accounts. Revenue grew 17% and GAAP earnings per share grew 29%. Win the customer, then earn across their cash, trades and investing needs. $SCHW has built a very large business around that.
That was the bottom. Exactly the bottom. The next one will only be shared in The Assembly. Join today or you'll regret it later. Access: intheassembly.com
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.
Watch Intel closely. Nancy Pelosi bought 200 $INTC calls on May 29. $50 strike, March 2027 expiry, disclosed at up to $5M. Intel was $115 that day. It's $96 now. Still deep in the money. Just worth a lot less than it was.
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….
I started The Assembly because nothing like it existed when I actually needed it. So I built it myself. 4,000+ members in 4 months. I genuinely did not see that coming.
BREAKING: Amazon is blocking Grok from placing orders on its site. Elon Musk's response: "Grok will find another way to buy stuff. I just ordered LEGO and Grok bought it from the LEGO website." He then floated founding a company to compete with Amazon. $AMZN
Nebius Group $NBIS is down ~16% since Michael Burry disclosed his short…
Leopold Aschenbrenner bought CoreWeave $CRWV calls when it was ~$90 btw…
JUST NOW: South Korea's KOSPI fell 8.19% and triggered a Level 1 circuit breaker. All trading halted for 20 minutes. Stocks, futures, options. Samsung and SK Hynix both down more than 9%.
The number of Americans trying to buy a home just hit a record low…
It was all there in plain sight…
$CRWV bonds now yield 15.1%. CoreWeave has roughly $35 billion in debt, up from $21 billion at the end of last year. Quarterly interest expense is $640 million. That's more than a quarter of its revenue.
Mastercard $MA and Visa $V are trading at all-time highs while American Express $AXP is down ~20%. Different business models, sure. But is the gap this wide justified?
$CRWV bonds now yield 15.1%. CoreWeave has roughly $35 billion in debt, up from $21 billion at the end of last year. Quarterly interest expense is $640 million. That's more than a quarter of its revenue.
BREAKING: Jim Cramer says that people "want to buy Microsoft" as the stock approaches a new all-time high
EDMOND @EDMOND0481
2 Followers 70 Following
transnotitia @transnotitia
258 Followers 302 Following FR/EN. Translation network for anglophone & francophone dissidents.
Twice @Thinktwice2784
156 Followers 111 Following Former Officer and Raidleader of @PiecesGuild. Warlock for @PiecesGuild @SKGaming #PiecesTogether #RUNSKG
Jbr investments @jbrinvestments_
3 Followers 25 Following
Szymon @Szymon491561234
5 Followers 103 Following
KenoYT @ProAlphaYT
22 Followers 519 Following
okumak @okumak0
15 Followers 665 Following
dma @darinmma
38 Followers 298 Following
Rmdv @RalMesa9
93 Followers 214 Following
Tob_GG @Hecker_T
11 Followers 577 Following
Max @ETFMaxx
33 Followers 67 Following 🇬🇧 26 | Investing since April 2026 Documenting the journey. 💷 ISA: £7,000 | SIPP: £950 One payday at a time | not financial advice 🤷♂️ $VWRP $GOOGL
Sports1024 @Lovepre12824567
111 Followers 472 Following
karuna @karunakaranks
192 Followers 235 Following
Hugh Ganeous @HughGaneous1988
11 Followers 41 Following
Caleb Jr @calebgjr10
21 Followers 112 Following
Benzo @BenBh98
175 Followers 1K Following I’m just a simple midwestern man trying to find his place in this world. #cubsfan #celticsnation
GRINGO @kareliasios
468 Followers 3K Following
Mert @TraderMad93
8 Followers 143 Following
M Y @manuruizCR
14 Followers 117 Following
Pependra Dodi @ShenoyPrathik
0 Followers 44 Following
Kylie minogue @kylieminogue590
676 Followers 475 Following Music 🎼 entertainment industry I love my daughter fan always
peace @vadhan_lalith
91 Followers 361 Following
HKBN89 @metric444
16 Followers 42 Following
John Frizzle @JohnFri60347041
44 Followers 198 Following
STRtrades @STRtrades
12 Followers 25 Following
li chen @lichen490015
49 Followers 85 Following
Ellie @Ellie0930160001
5 Followers 101 Following
Leeds born, Leeds bre... @thorpnie01
2K Followers 2K Following you don't choose, you are chosen, MOT
holder @futfemuwfc
35 Followers 86 Following
sandeep kumar m @viewmyx
23 Followers 133 Following If u can,help others. If u can't,don't harm them.
babbu bakait @HarshVBajpai
26 Followers 100 Following Dabdaba tha dabdaba hai or dabdaba bana rahega
Yohance Christie @YohanceChristie
394 Followers 1K Following Injustice anywhere is a threat to justice everywhere. Knowledge is power.
Lukas Koschmieder @DicknMcSpeck
1 Followers 7 Following
goms @thereal_tlund
66 Followers 544 Following
Denis Fister @DenisFister
72 Followers 218 Following
Alexx @_alexxfernandez
171 Followers 476 Following
Chef Philip Thompson @Chef_PhilipT
738 Followers 1K Following Executive Chef | Kauffman Stadium 🇬🇧🇺🇸
Citytrekker @Citytrekker13
31 Followers 114 Following
zerohedge @zerohedge
3.4M Followers 985 Following
Benny Johnson @bennyjohnson
4.2M Followers 4K Following Christian, Husband, Father, American Digital Media Entrepreneur with 17 Million Subscribers | Build The Future, Let’s Save Western Civilization 🇺🇸
Xoxo @chicfryrice
44K Followers 7K Following Founder & CEO of my life | Widow | Sarcasm is a genetic trait | ✝️ Catholic | @intheassembly
LEAPTRADER @LEAPTRADER_
40K Followers 851 Following I sell options, buy LEAP calls, and currently doing an ALL-IN challenge. X is used as my trading journal. NFA. For business: [email protected]
Barbell Financial �... @BarbellFi
26K Followers 2K Following Your daily dose of finance, fitness, and fatherhood. Home Gym Enthusiast | 13 Years on Wall Street Lift Heavy 💪🏻 | Run Far 🏃🏻| Stack Hard 💰
DividendMillennial @DividendMil
32K Followers 481 Following Stocks, Dividends, Options! Building a community where we can retire early together! Financial Information, Not financial advice Patreon: DividendMil
Manu Invests @ManuInvests
7K Followers 611 Following Mark Mulhern - Manu Invests - Fundamentally Sound Substack. Quality investment insights. Breaking down financial statements & simplifying complex concepts.
Michael, CPA @MikeTheTrader
6K Followers 700 Following Options Trader | @intheassembly nothing posted is financial advice
Dan Go @CoachDanGo
1.2M Followers 636 Following Health Performance Coach To Entrepreneurs | Tweets on Fat Loss and Optimizing The Body | On a Mission to Transform A Billion Lives Through Health and Fitness
Tiffany Fong @TiffanyFong
992K Followers 3K Following crypto, tech, finance, memes. sometimes, i interview criminals. https://t.co/POfKpJ1l7R more: @tiffanyxfong DM for partnerships 🚀
QE Infinity @StealthQE4
133K Followers 983 Following Healthcare sales, Investor and son of a credit trader. Macro and bond thoughts. Some Parody fun. Not investment advice.
TT3 @TradingThomas3
139K Followers 110 Following Posting my thoughts, Not financial advice, only educational. To subscribe to my real time alerts along with market commentary, signup @ https://t.co/qtb5igir1x
Heisenberg @Mr_Derivatives
638K Followers 875 Following Daily Stock Market Commentary & Charts. Both Long & Short Ideas. Options Writer. Stats, Data, Trends, Streaks, Patterns Recognizer. All Technical Analysis. NFA.
Donald Trump Stock Tr... @DJTRadar
472K Followers 21 Following We track Donald Trump’s trades so you do not have to. Subscribe to our Substack for real-time alerts: https://t.co/ZTahmc0gIi
Whale Receipts @WhaleReceipts
261K Followers 11 Following Insider trades and institutional positioning. Follow us with notifications so you don’t miss the next big trade.
Wait and Collect @WaitAndCollect
57K Followers 17 Following Finding the boring companies that beat the S&P for decades. The ones nobody posts about.
NoLimit @NoLimitGains
1.5M Followers 148 Following Value investor | 10+ years of finding undervalued stocks | Founder & CEO @InTheAssemblyYou might like
