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The Assembly
@InTheAssembly
Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice.
Joined September 2012
20
Following
566.4K
Followers
The Assembly
@InTheAssembly
2026.10.04 05:45
Peter Thiel's fund reported a $59.1 MILLION position in $VST as of June 30. 372,755 shares. Roughly 14% of its disclosed stock portfolio. VST was trading at ~$160 on June 30. It's currently 12% lower. Pay attention to this one.
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