Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice.
Joined September 2012
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Nancy Pelosi’s disclosed 2026 positions:
200 Intel $INTC calls, $50 strike, March 19, 2027. $1M–$5M (May 29).
200 Uber $UBER calls, $50 strike, March 19, 2027. $500K–$1M (May 29).
Bloom Energy $BE: 200 calls ($100 strike, June 17, 2027) in two lots of 100. one $1M–$5M and one $500K–$1M (July 24 & 28) plus 15,000 shares ($1.5M–$6M range).
Intel (additional): 10,000 shares + 50 more $50-strike June 2027 calls (July 24).
Do with this information as you will.
JPMorgan on SpaceX $SPCX:
Old target: $240
New target: $500
Rating: Overweight
No change to the rating. A 108% change to the target.
The S&P 500's forward multiple has fallen 4 points in twelve months.
Not because prices crashed. Because earnings grew 33%.
At 18.5x it's back near the April 2025 tariff-crash low.
Berkshire's cash pile just FELL for the first time in years, from nearly $400 billion to $365 billion.
Greg Abel was a net buyer for the first time in over 3 years, ending a 14-quarter selling streak.
His biggest purchase: Alphabet $GOOGL
BREAKING: France's 10-year bond yield just passed the U.S. 10-year for the first time since 2013.
The French-German spread is now the widest since November 2011, the peak of the eurozone debt crisis.
BREAKING: On September 1st, Modi asked Indians to stop buying gold.
Gold is down more than 10% since.
Come win with us!
Not to brag, but my portfolio is GREEN today and I haven't been up this much in a single day in a while…
I'm not going to waste my time posting proof here because there's no benefit in it, but members will be able to confirm.
For months I was talking about stocks nobody else was. Completely slept on, while everyone was focused on AI.
Everything is going as planned, and I just want to say thank you to everyone who supported me by joining The Assembly and coming along on my journey.
I'm still not sure when, but I will close access at some point, and if you don't join now you will miss future trades. You decide.
You already know what to do if you want to win.
Join us 🫡
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….
BREAKING: $META posted its first negative free cash flow in more than a decade.
Negative $2.12 billion, on $34.9 BILLION of capex in one quarter.
2026 capex guidance: $135 to $145 billion.
One trade. $6,600 in profit. From a $199 membership.
You've been thinking about it for months. He thought about it once, joined, and made 33x his money back.
Access here: intheassembly.com
