The Assembly
@InTheAssembly
Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice.
20 Following 535.5K Followers
$UBER is worth roughly $142B. Waymo’s February private funding round valued it at $126B.
In 2025, Uber handled 13.6 BILLION trips, including deliveries. Waymo completed 15 MILLION rides.
Roughly 900x the reported volume, yet Uber’s equity valuation is only about 13% higher.
Uber also generated $9.8 BILLION in free cash flow that year.
I get the excitement around owning the technology behind driverless cars.
But $126B already puts a HUGE price on what Waymo could eventually become.
That comparison makes me want to look a lot harder at what investors are paying for Uber today…
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BREAKING: The Supreme Court has cleared the Trump administration to use a federal citizenship database for voter verification before the midterms.
Absolutely insane. The queen of insider trading did it again, and we told you first.
How is this legal?
If you’re still not following us you must really HATE money…
Pelosi filed $13.5 million of new trades.
$12 million of that is one position.
Bloom Energy $BE
I'm a member, and honestly joining The Assembly was one of the best decisions of my life.
This is nothing like the usual paid services. It's on another level and I'm making A LOT of money...
You can join here:
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THIS IS ABSOLUTELY INSANE…
8% US mortgage rates are “not an impossibility,” per MarketWatch.
At 8%, a $500,000 mortgage over 30 years would cost roughly $3,669/month in principal and interest.
That’s $44,000 a year BEFORE property taxes, insurance and maintenance.
I wouldn’t buy a house that only works financially if I can refinance into a cheaper mortgage later.
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Something is happening in Japan…
This is the whole reason we do what we do.
Come win with us.
👉
INSANE… I've made back over 100x the cost of the membership since joining The Assembly.
100% profit on ONDO, 53% on ETH…
If you don't join today, you'll regret it later.
We can almost say it's official.
America is going back to the '90s.
Donald Trump bought this stock at around $160 and you can buy it at $136 today. You're welcome.
We track this stuff so you don't have to. Follow so you don't miss one.
If you haven’t followed this account yet, you really should…
If you invested $100,000 in $DELL the day Donald Trump said "go out and buy a Dell," you'd have $480,000 today.
The stock is up ~380% since he mentioned it. This is exactly why we do what we do.
Follow along for the journey!
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My goodness, what's going on…
The US 10-year yield is ripping higher RIGHT NOW.
Around 5.1%. A fresh 19-YEAR HIGH, back to levels last seen in 2007.
Strong business data has traders increasing their bets on another Fed HIKE.
That puts more pressure on mortgage rates, corporate refinancing and expensive stock valuations.
My concern is the debt still sitting at old, cheap rates…
As it matures, companies needing to refinance can end up paying much more interest on the SAME amount of debt.
I want businesses that can fund their own growth in this market.
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Donald Trump is buying more NOW, MRVL, CRM and VST.
You’re welcome.
The last time the 10 year yield was this high, the Nasdaq peaked 3 months later.
That was October 31, 2007. By March 2009 it was down 56%…
The US 10-year yield is ripping higher RIGHT NOW.
Around 5.1%. A fresh 19-YEAR HIGH, back to levels last seen in 2007.
Strong business data has traders increasing their bets on another Fed HIKE.
That puts more pressure on mortgage rates, corporate refinancing and expensive stock valuations.
My concern is the debt still sitting at old, cheap rates…
As it matures, companies needing to refinance can end up paying much more interest on the SAME amount of debt.
I want businesses that can fund their own growth in this market.
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I really hope you’re following this account…
If you invested $100K the day Trump invested in Intel $INTC you would have $487,000 right now.
This is why we say tracking his moves is one of the most profitable ways to invest, and it's exactly why we're here.
Follow along!
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BREAKING: Lisa Su just became the first female CEO to take a company to $1 trillion.
$AMD was worth $2 billion when she took over. That's a 500x.
$100 then is $50,000 now.
Which CEO are you backing to do it next?
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Michael Burry just increased his shorts on $MU and $NBIS.
THIS IS INSANE…
Nashville had an estimated 139% MORE home sellers than buyers in August, per Redfin.
And new homes are STILL hitting the market through one of the country’s busiest homebuilding pipelines.
Nationwide, 38% of builders cut prices in September, while 66% offered sales incentives, according to NAHB’s survey.
Homeowners trying to sell are competing with companies willing to discount brand-new houses to move inventory.
My concern: a builder can accept a smaller profit. Someone who bought near the peak may have much less room to cut…
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Do you think the bottom is in?
$NKE
Absolutely insane…
I'm 100% serious when I say joining The Assembly TODAY will be one of the best decisions you ever make.
Just do it.
