@InTheAssembly's calls have trailed their sector by 2.8% per month, winning 39% of the time.

Jensen Huang might be the best stock picker on Wall Street and he does not even pick stocks. He has quietly signaled 3 new names for 2026. Keep reading to see which ones. Here’s the pattern: Every time NVIDIA invests in a company or Jensen mentions one in a keynote, the stock rips. The track record over the last 18 months: – Nebius spotlighted as an AI cloud partner at $21, up 840%. – Applied Digital referenced as an infrastructure partner at $3, up 1,400%. – Taiwan Semi called critical to the AI buildout at $180, up 135%. – Micron confirmed as the HBM memory supplier at $86, up 770%. Now look at where NVIDIA's capital is flowing in 2026: – ServiceNow (NOW) was just spotlighted by Jensen as the leader in agentic AI. Around $90. – CoreWeave received a $2 billion direct investment from NVIDIA in January. Around $114. – IREN just signed a 5 gigawatt partnership with NVIDIA this week to deploy DSX AI infrastructure globally. Around $60. Jensen never tells anyone what to buy, because he doesn’t need to. The market follows wherever his capital and his words go. Pay attention to this list. When new investments are announced, we will share them here. Turn on notifications so you don’t miss our alert, this is VERY important. If you don’t follow us, you might regret it.

… Project Suncatcher last November. SpaceX acquired xAI in a $1.25 trillion deal aimed at space data centers. SpaceX filed to launch 1 million orbital AI satellites. Every hyperscaler is going to orbit. --- The public stocks positioned for this trade: NVDA - the picks and shovels for everything PL - the AI engine for satellite imagery FLY - the spacecraft and launch hardware RKLB - the dominant small-launch provider that benefits from every deployment. This is a multi-year theme. --- When we make a new move in the market, we will share it here. Follow us @InTheAssembly with notifications before it’s too late.

… TN) Record Electrical Americas sales of $3.6 billion in Q1. Backlog up 44% year over year. Power management is the new bottleneck and Eaton is sitting on a record book of business. --- Vertiv (VRT) Just joined the S&P 500 in March 2026. Organic orders grew 81%. Stock ran 170% in 12 months. The cooling and power play that Wall Street finally caught up to. --- Bloom Energy (BE) $20 billion total backlog. $5 billion partnership with Brookfield. Just secured a 2.8 gigawatt deal with Oracle. The fastest deployable power source for AI data centers. --- Every major company in the AI power supply chain is reporting record orders, record backlogs, and demand accelerating faster than they can build. The bottleneck of the entire AI revolution is no longer chips. It’s electricity. --- Remember: in 4 days, we will reveal exactly which stocks Leopold Aschenbrenner is buying RIGHT NOW. Follow us with notifications so you don’t miss our alerts, this is VERY important.