The Assambly @InTheAssembly_

Leap called the exact bottom on $HOOD. Members are up 67%. This is the entire reason The Assembly exists. Doors reopen end of July. Be here.

+29% in one month ✅ Thank you Michael. $DLO

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

The Assembly @InTheAssembly

2 months ago

5. Quantinuum (QNT). Spun out of Honeywell. Just IPO'd at $60 per share on June 4 with a 14-15B valuation. Both hardware and software, with some of the strongest performance numbers and lowest error rates in the space. Pushing hard on commercial applications.

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There is one European chip stock quietly sitting at the intersection of AI photonics, EV power semis, and EU sovereignty money. Almost nobody is covering it. The setup is more unusual than it looks. Here it is:

Are you paying attention? $MRVL is up 91% since we covered it as one of $NVDA’s latest investments. This is why we do what we do. We already told you. Follow us with notifications on, or you will regret it later.

The Assembly @InTheAssembly

3 months ago

MRVL Marvell: $2 billion Marvell builds the custom networking chips that move data between GPUs at massive scale. Without Marvell's silicon, NVIDIA's biggest AI clusters cannot actually communicate. Critical layer in the AI stack most investors completely overlook.

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Do you know how crazy this is? This chart tracks total daily spending on LLM tokens across the entire industry. In December it sat at 1.01. Today it just hit 2.12. Total spending on AI inference has more than DOUBLED in under six months. Every doubling means more GPUs, more power, more cooling, more data centers, more capex. It’s why the hyperscalers have guided over $300 billion in capex into 2026. It’s why NVDA's data center number keeps doing the impossible. The bear case used to be that AI demand was a sugar high. The chart says the exact opposite. But it raises a harder question. If consumption is doubling every six months, the infrastructure bill of every company running models at scale is doubling too. Someone is paying for all of this. Either AI monetization catches up to AI adoption. Or the next twelve months expose who can actually afford to keep going and who can’t.

NoLimit @NoLimitGains

2 months ago

Wow This is absolutely insane

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That one is Ro Khanna. He bought SanDisk 8 months ago. That stock is up roughly 3,000% since. He represents Silicon Valley and sits on House Oversight. The man has access most retail investors will NEVER see. Whatever he sees in this stock, watch what comes next.

Rep. Josh Gottheimer just disclosed a fresh round of trades. He sits on the House subcommittee that oversees digital assets and artificial intelligence. Meaning he writes the rules for the exact companies he is trading. Here’s what he bought and sold:

Semiconductor stocks now make up almost 20% of total hedge fund net exposure. Five years ago that number was 3%. Software and services was 14% back then. Today it sits at barely 2%. The two did not just shift, they completely swapped places. This is the most concentrated the entire industry has been in a single sector in at least FIVE YEARS. Every major fund is leaning the same way at the same time. The part nobody is talking about is what got sold to fund this. Software got cut to the bone at the exact moment AI is supposedly eating it alive. The market has decided the shovels matter more than anything being dug. Maybe that is correct. Maybe semis really are the trade of the decade. But one sector at 20% of all hedge fund net exposure has never once ended in a good way.

2 hours left to join The Assembly. Join here: intheassembly.com

The Assembly @InTheAssembly

2 months ago

The Vault just got another MASSIVE update. This is the only membership you’ll ever need. Only accessible to members of The Assembly. Get access: intheassembly.com

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I can’t believe nobody is talking about Value Aligned Research Advisors. Here’s the entire book:

The Vault just got another MASSIVE update. This is the only membership you’ll ever need. Only accessible to members of The Assembly. Get access: intheassembly.com

Leopold Aschenbrenner just added two brand new positions. Both under $1 billion market cap. Here they are:

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

HIVE Bitcoin miner pivoting hard into AI and HPC. Around $581M market cap. Green powered data centers in Canada, Sweden, and Paraguay. 290% YoY hashrate growth, over 2% of the global btc network. Launched an AI cloud platform in Paraguay called BUZZ.

🚨 WE ARE LIVE The Assembly is open for the next 24 hours. After that, it closes again. Join here: intheassembly.com

🚨 Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M Last quarter he held a $747M bullish call on Intel. THIS QUARTER IT IS A PUT. He also cut his CoreWeave call from $774M down to $141M FULL EXITS: Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8 What he kept and added: The bitcoin miners turning themselves into AI data centers. Applied Digital, Bitfarms, CleanSpark, IREN, Riot. Plus a brand new stake in Hive Digital. The thesis writes itself. Long the companies pouring the concrete for the data centers. Short the chips going inside them. The man who wrote the manifesto on AGI just bet against the semiconductors building it. We’ve been in this game for a very long time, and when we make a new move, we’ll share it here. Turn on notifications so you don’t miss the signal. This is VERY important. Many people will regret not following us.

@InTheAssembly Follow up this our private page for feedback on and coordinates that's if you want though.

@InTheAssembly Follow this our private account for more details and coordinates that's if you though.

Billionaire David Tepper just made a new $179 million bet. Appaloosa Management's latest 13F filing is out. And there's a big new position in Sandisk, $SNDK. Tepper bought in for $179 million. That makes it a 3.0% position in his fund, right out of the gate. This is a significant move from one of the best investors alive. He also added to his positions in $AMZN and $MU. Tepper is known for making concentrated, high-conviction bets when he sees an opportunity. $SNDK is now one of them. Do we share the same opinion on semiconductor stocks? Probably not. Our opinion is closer to Michael Burry’s: the sector is clearly overvalued. When WE make a new move in the market, we will let you know. Turn on notifications so you don’t miss the signal. This is VERY important. A lot of people will wish they had followed us sooner.