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Value investor | 10+ years of finding undervalued stocks | Founder & CEO @InTheAssembly (the #1 private finance community in the world)

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CHINA'S BIGGEST CHIP IPO EVER DROPS MONDAY. And it's aimed directly at the three companies that control 90% of the world's memory. ChangXin Memory Technologies lists on Shanghai's STAR Market on July 27 at 8.66 yuan a share. About $1.28. They're raising $8.5 billion, close to $9.8 billion if the overallotment gets exercised. That values the company around $85 billion. Largest Chinese semiconductor IPO on record. Biggest chip listing in Asia this year. The demand numbers are wild. More than 9.4 million retail accounts applied. The online tranche was oversubscribed about 244 times. Institutions came in at roughly 570 times. And on Hyperliquid the pre-IPO perp has been trading near $7. Five to six times the issue price. That's people who can't buy A-shares paying whatever it takes for exposure. Now here's why this actually matters. Samsung, SK Hynix and Micron control almost 90% of global DRAM revenue. Samsung 38%, SK Hynix 29%, Micron 22%. For two years they've been starving the market of regular DDR5 while chasing AI memory. That's a big part of why memory prices went through the roof. CXMT is already the fourth largest DRAM maker on earth by capacity. By year end they're on pace to nearly match Micron's wafer output. Every dollar from this IPO goes into more fabs, better DDR5 and LPDDR5X yields, early HBM3 work, and the next process node. In plain English: a state-backed Chinese player is about to push serious volume of cheaper memory into a market that's been kept deliberately tight. The former head of Samsung's chip division already warned that a Chinese capacity surge like this could flip the entire pricing cycle by late 2027. I’ve been in this game for a long time, and every move I make gets posted in The Assembly. We’re a team of 8 analysts and we have one of the BEST track record. You also get access to my full portfolio. I want to keep it exclusive so I will close access shortly. You can join from my bio. A lot of people will regret not joining once we officially stop accepting new members.

CHINA'S BIGGEST CHIP IPO EVER DROPS MONDAY. And it's aimed directly at the three companies that control 90% of the world's memory. ChangXin Memory Technologies lists on Shanghai's STAR Market on July 27 at 8.66 yuan a share. About $1.28. They're raising $8.5 billion, close to $9.8 billion if the overallotment gets exercised. That values the company around $85 billion. Largest Chinese semiconductor IPO on record. Biggest chip listing in Asia this year. The demand numbers are wild. More than 9.4 million retail accounts applied. The online tranche was oversubscribed about 244 times. Institutions came in at roughly 570 times. And on Hyperliquid the pre-IPO perp has been trading near $7. Five to six times the issue price. That's people who can't buy A-shares paying whatever it takes for exposure. Now here's why this actually matters. Samsung, SK Hynix and Micron control almost 90% of global DRAM revenue. Samsung 38%, SK Hynix 29%, Micron 22%. For two years they've been starving the market of regular DDR5 while chasing AI memory. That's a big part of why memory prices went through the roof. CXMT is already the fourth largest DRAM maker on earth by capacity. By year end they're on pace to nearly match Micron's wafer output. Every dollar from this IPO goes into more fabs, better DDR5 and LPDDR5X yields, early HBM3 work, and the next process node. In plain English: a state-backed Chinese player is about to push serious volume of cheaper memory into a market that's been kept deliberately tight. The former head of Samsung's chip division already warned that a Chinese capacity surge like this could flip the entire pricing cycle by late 2027. I’ve been in this game for a long time, and every move I make gets posted in The Assembly. We’re a team of 8 analysts and we have one of the BEST track record. You also get access to my full portfolio. I want to keep it exclusive so I will close access shortly. You can join from my bio. A lot of people will regret not joining once we officially stop accepting new members.

250,285 次观看

Jensen Huang: “Your job is simple, double the stock price every week.” You know what that means, right?

Jensen Huang: “Your job is simple, double the stock price every week.” You know what that means, right?

336,007 次观看

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Do you realize how insane this is? SPCX

Do you realize how insane this is? SPCX

1,823,319 次观看 • 1 个月前

This is Anton Kreil. A kid from Liverpool, raised by a single mom with no money, who walked into Goldman Sachs at 20 and walked out of Wall Street at 28 with the kind of resume nobody believes is real. His prop book at Goldman grew from $25M to over $400M in four years. Lehman headhunted him in 2004. JP Morgan paid him a fortune to run their global pharma, biotech, and chemicals trading franchises in 2006. He retired in May 2007, months before the entire system blew up. The 16 minutes below is the closest thing I've seen to an actual trader explaining how he thinks. No fluff, no charts, just the framework that made three of the biggest banks on Wall Street fight to hire him.

This is Anton Kreil. A kid from Liverpool, raised by a single mom with no money, who walked into Goldman Sachs at 20 and walked out of Wall Street at 28 with the kind of resume nobody believes is real. His prop book at Goldman grew from $25M to over $400M in four years. Lehman headhunted him in 2004. JP Morgan paid him a fortune to run their global pharma, biotech, and chemicals trading franchises in 2006. He retired in May 2007, months before the entire system blew up. The 16 minutes below is the closest thing I've seen to an actual trader explaining how he thinks. No fluff, no charts, just the framework that made three of the biggest banks on Wall Street fight to hire him.

1,625,562 次观看 • 2 个月前

Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR. He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies have ever seen.

Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR. He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies have ever seen.

1,140,963 次观看 • 2 个月前

Leopold Aschenbrenner just told you where to invest in 2026.

Leopold Aschenbrenner just told you where to invest in 2026.

1,278,225 次观看 • 2 个月前

Nvidia just invested BILLIONS across 7 different companies. Here’s the full list:

Nvidia just invested BILLIONS across 7 different companies. Here’s the full list:

1,048,882 次观看 • 2 个月前

$Peter Thiel built $5 billion in his Roth IRA without paying a single dollar in tax. The Roth IRA was designed for middle class workers. Contribution limits, tax-free growth, untouchable until 59.5. Most people use it to slowly compound index funds. In 1999 Thiel dropped his $1,700 contribution into PayPal founder shares at fractions of a penny each. By 2019 that account was worth $5 billion. Every dollar of gain is legally tax free for life. Built for the middle class. Used by a billionaire to build the largest tax-free fortune in American history.$

Peter Thiel built $5 billion in his Roth IRA without paying a single dollar in tax. The Roth IRA was designed for middle class workers. Contribution limits, tax-free growth, untouchable until 59.5. Most people use it to slowly compound index funds. In 1999 Thiel dropped his $1,700 contribution into PayPal founder shares at fractions of a penny each. By 2019 that account was worth $5 billion. Every dollar of gain is legally tax free for life. Built for the middle class. Used by a billionaire to build the largest tax-free fortune in American history.

826,284 次观看 • 2 个月前

Larry Ellison just told you exactly what is happening.

Larry Ellison just told you exactly what is happening.

423,936 次观看 • 2 个月前

And this is why the government banned Claude Fable 5.

And this is why the government banned Claude Fable 5.

268,361 次观看 • 1 个月前

🚨 DONALD TRUMP JUST NOW: “I don't think about Americans' financial situations.”

🚨 DONALD TRUMP JUST NOW: “I don't think about Americans' financial situations.”

425,563 次观看 • 2 个月前

Leopold Aschenbrenner fund just reached a new all time high of $20 BILLION. And he’s literally telling you what to buy right now. If you pay attention, you can make a lot of money. Here’s the list: Big long in Bloom Energy (BE), fuel cells for data center power. Heavy in Bitcoin miners pivoting to AI hosting: IREN, Core Scientific (CORZ), Applied Digital (APLD), Riot (RIOT), CleanSpark (CLSK). Recent stake in Nebius (NBIS), AI cloud infrastructure. Private position in Anthropic. By the way, if you’re a serious investor and you care about making money, you need to follow The Assembly with notifications. The door is currently closed but we are reopening access on Monday, for 24 hours only. In 6 months, half of you are going to wish you got in this Monday, June 22nd. Follow The Assembly with notifications or you will regret it later.

Leopold Aschenbrenner fund just reached a new all time high of $20 BILLION. And he’s literally telling you what to buy right now. If you pay attention, you can make a lot of money. Here’s the list: Big long in Bloom Energy (BE), fuel cells for data center power. Heavy in Bitcoin miners pivoting to AI hosting: IREN, Core Scientific (CORZ), Applied Digital (APLD), Riot (RIOT), CleanSpark (CLSK). Recent stake in Nebius (NBIS), AI cloud infrastructure. Private position in Anthropic. By the way, if you’re a serious investor and you care about making money, you need to follow The Assembly with notifications. The door is currently closed but we are reopening access on Monday, for 24 hours only. In 6 months, half of you are going to wish you got in this Monday, June 22nd. Follow The Assembly with notifications or you will regret it later.

191,315 次观看 • 1 个月前

I don’t think you understand what just happened. Look at this video. Those candles aren’t on one Treasury. They’re on the 2yr, the 5yr, the 20yr and the 30yr. ALL AT THE SAME TIME. This is the entire US Treasury yield curve breaking simultaneously. Here’s why it matters: A glitch on one chart is plausible. A glitch across four different maturities at the exact same moment IS NOT. When every part of the curve moves like this in sync, only one thing causes it: A massive seller dumping across the whole curve. Not a hedge fund. Not a bank rebalancing. Hedge funds and banks don’t hold every maturity in size like this. This is the kind of selling profile only a central bank or a sovereign wealth fund has. We’re talking country-level. China holds nearly $700 billion in US Treasuries. Japan holds $1.24 trillion. The UK holds $897 billion. If any of those three decided to start exiting in size today, this is exactly what the chart would look like. The bond market is the largest, deepest, most liquid market on earth. When it starts moving like this, something is fundamentally WRONG. The stock market hasn’t reacted yet, but it will. Watch this week closely. Every new move I make in the market gets shared on The Assembly first. If you’re not following them yet, you’re going to regret it.

303,128 次观看 • 3 个月前

Tom Lee says a bear market is coming later this year. Do you think he’s right?

Tom Lee says a bear market is coming later this year. Do you think he’s right?

240,953 次观看 • 2 个月前

Donald Trump: “A deal with Iran will be signed over the next 48 hours”

Donald Trump: “A deal with Iran will be signed over the next 48 hours”

135,868 次观看 • 1 个月前

Jensen Huang just laid out the next evolution of AI. Forget crafting the perfect prompt. That was step one. The real skill now is writing loops. Iterative systems where AI researches, reasons, uses tools, verifies its own results, reflects on mistakes, and keeps going until it gets the answer right. In his latest interview Jensen broke down why. AI no longer needs to be pre-coded or have everything recorded for it. It solves problems in real time through smart repeating cycles. That is what turns simple chat into actual autonomous agents that get real work done. It is also why Jensen says everyone should be using AI daily. It closes the tech divide. A carpenter can become a designer. An everyday person can become a creator. And the second-order effect is the part nobody is talking about. Massive job creation in advanced manufacturing. A full re-industrialization of America. Prompt engineering was step one. Loop engineering is the future. If you can build self-improving cycles that keep going until the job is done right, you win the next 5 years. Anyone who does not figure this out is going to fall behind FAST. At The Assembly, we tell you the best stocks to buy RIGHT NOW. We are a team of 10 analysts working FOR YOU with one goal: help you become the best possible investor. Door is currently closed. We reopen Monday, June 22nd. 24 hours only. In 6 months, half of you are going to wish you got in. Follow The Assembly with notifications or you will regret it later.

Jensen Huang just laid out the next evolution of AI. Forget crafting the perfect prompt. That was step one. The real skill now is writing loops. Iterative systems where AI researches, reasons, uses tools, verifies its own results, reflects on mistakes, and keeps going until it gets the answer right. In his latest interview Jensen broke down why. AI no longer needs to be pre-coded or have everything recorded for it. It solves problems in real time through smart repeating cycles. That is what turns simple chat into actual autonomous agents that get real work done. It is also why Jensen says everyone should be using AI daily. It closes the tech divide. A carpenter can become a designer. An everyday person can become a creator. And the second-order effect is the part nobody is talking about. Massive job creation in advanced manufacturing. A full re-industrialization of America. Prompt engineering was step one. Loop engineering is the future. If you can build self-improving cycles that keep going until the job is done right, you win the next 5 years. Anyone who does not figure this out is going to fall behind FAST. At The Assembly, we tell you the best stocks to buy RIGHT NOW. We are a team of 10 analysts working FOR YOU with one goal: help you become the best possible investor. Door is currently closed. We reopen Monday, June 22nd. 24 hours only. In 6 months, half of you are going to wish you got in. Follow The Assembly with notifications or you will regret it later.

118,004 次观看 • 1 个月前

🚨 WORLD BANK INSIDER EXPOSES THE FEDERAL RESERVE If you trust the current stability of the Federal Reserve, you need to watch this. He explicitly states that the Fed is no longer acting like a central bank. He argues it has morphed into a giant hedge fund that benefits the financial elite. The concern is that they are carrying over $1 trillion in losses, and that number is growing. They are effectively borrowing at 5.4% to funnel money into government bonds, making public finances look stronger than they really are. This isn’t just an American issue, central banks are doing this globally. If true, what we are seeing isn’t policy. It’s a fragile illusion holding the system together. I’ll keep watching these unrealized losses closely, and I’ll keep you all updated. Btw, when I exit the markets completely, I’ll say it here publicly as usual. Many people will wish they followed me sooner, trust me.

🚨 WORLD BANK INSIDER EXPOSES THE FEDERAL RESERVE If you trust the current stability of the Federal Reserve, you need to watch this. He explicitly states that the Fed is no longer acting like a central bank. He argues it has morphed into a giant hedge fund that benefits the financial elite. The concern is that they are carrying over $1 trillion in losses, and that number is growing. They are effectively borrowing at 5.4% to funnel money into government bonds, making public finances look stronger than they really are. This isn’t just an American issue, central banks are doing this globally. If true, what we are seeing isn’t policy. It’s a fragile illusion holding the system together. I’ll keep watching these unrealized losses closely, and I’ll keep you all updated. Btw, when I exit the markets completely, I’ll say it here publicly as usual. Many people will wish they followed me sooner, trust me.

288,523 次观看 • 6 个月前

🚨 RAY DALIO WARNED US A complete breakdown of the monetary system is starting. We’re watching the endgame he predicted play out in real-time right now. Why do you think Gold and Silver are pumping so hard? Most people have no idea what's coming. This isn't just a standard bull market in metals. The market is actively and aggressively re-pricing sovereign risk. The macro reality is simple, but brutal: – Global debt-to-GDP is mathematically unsustainable. – Central banks are trapped. When backed into a corner, policymakers will always choose currency devaluation over a deflationary default. Smart capital sees the writing on the wall. They’re aggressively rotating out of paper promises (bonds & fiat) and into hard assets that hold real value. A true paradigm shift is underway. Position accordingly. I’ll watch his every moves, and I’ll keep you guys updated. The next move is loading, and I’ll be the first to call it here publicly like I always do. Many people will wish they followed me sooner.

🚨 RAY DALIO WARNED US A complete breakdown of the monetary system is starting. We’re watching the endgame he predicted play out in real-time right now. Why do you think Gold and Silver are pumping so hard? Most people have no idea what's coming. This isn't just a standard bull market in metals. The market is actively and aggressively re-pricing sovereign risk. The macro reality is simple, but brutal: – Global debt-to-GDP is mathematically unsustainable. – Central banks are trapped. When backed into a corner, policymakers will always choose currency devaluation over a deflationary default. Smart capital sees the writing on the wall. They’re aggressively rotating out of paper promises (bonds & fiat) and into hard assets that hold real value. A true paradigm shift is underway. Position accordingly. I’ll watch his every moves, and I’ll keep you guys updated. The next move is loading, and I’ll be the first to call it here publicly like I always do. Many people will wish they followed me sooner.

269,379 次观看 • 6 个月前

This guy sold all his silver at $29/oz. Do you think he regrets it today?

This guy sold all his silver at $29/oz. Do you think he regrets it today?

257,178 次观看 • 6 个月前

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