NEA

Spankynpetey

If SCOTUS rubber stamps use of the emergency powers act to levy unconstitutional longstanding taxes, they will be in violation of their oaths. They will at the very least face judicial review which could end their careers. They would probably face impeachment by Congress after the midterms and if so, be barred from holding any public position of authority upon impeachment. So no… I don’t believe you will see rubber stamping. I suspect it will probably end up 5 to 4 against Trump’s unconstitutional use of the National Emergencies Act (NEA) (50 U.S.C. § 1601 et seq.), which requires Congressional oversight and termination of declared emergencies, which has not happened under Trump. The abrogation of Constitutional powers of Congress to the President may be found to be completely unconstitutional. In which case, the Executive branch will have to go through whatever Congress is in place. Therefore, the White House needs to maintain control of Congress, especially the Senate or feasibly face dire consequences.

captain_ahabb

Reading through the trade court ruling now and it seems like their argument is that Trump's stated emergency doesn't actually meet the requirements imposed by the statute, which are stricter than the NEA.

insrtbrain

Yesterday seemed to be an absolute bloodbath at the NEA. I work in the arts, and got at least 5 different newsletter emails from different departments with the heads resigning, as well as the head of the NEA himself.

LessRice5774

Same here. Money was already tight before, with states and cities slashing budgets for the arts, but now, with the NEA and even PBS on the line, it feels like there’s no refuge for artists anywhere.

EndlessSummerburn

This is a perfect example of how the Trump admin hones in on a problem but bungles the fix. The reality is, film and television production HAS been moving away from the US. I work in the industry and it's a legitimate problem. The other reality is throughout history, we have stimulated the industry (on state and federal levels) with huge success multiple times. How? **THROUGH TAX BREAKS.** Louisiana, New York, Georgia and New Mexico are model examples of how this can work. They incentivized production through tax credits and each at one point was a powerhouse location for productions. This is the SINGLE biggest and most effective method of attracting production. It has never been rocket science. It works. It also creates a ton of jobs and floods money into states. There is a genuine trickle down effect into the local economy when a studio brings thousands of people in who need to be fed, clothed and housed. Federally, the NEA offered grants (obviously that's not happening anymore) and the tax code allowed an immediate deduction up to $15 million on US productions (Section 181 - which was killed in Trump's last tax bill). Tariffs are a ridiculous way of fixing this problem, especially when people know how to actually fix it...

SoylentRox

[https://en.wikipedia.org/wiki/Trading\_with\_the\_Enemy\_Act\_of\_1917](https://en.wikipedia.org/wiki/Trading_with_the_Enemy_Act_of_1917) ok so I looked it up and you ommitted critical details : 1. The later law, IEEPA was passed in an attempt to rein in **perceived abuses** by the US President of the TWEA  Congress *tried* to stop the President from doing exactly this, in writing! That *matters* to the courts. 2. The NEA included a [legislative veto](https://en.wikipedia.org/wiki/Legislative_veto_in_the_United_States) to allow Congress to terminate a national emergency with a [concurrent resolution](https://en.wikipedia.org/wiki/Concurrent_resolution).[^(\[2\])](https://en.wikipedia.org/wiki/Trading_with_the_Enemy_Act_of_1917#cite_note-2) However, the U.S. Supreme Court found such legislative vetoes unconstitutional in [*Immigration and Naturalization Service v. Chadha*](https://en.wikipedia.org/wiki/Immigration_and_Naturalization_Service_v._Chadha). Following the Court's decision, Congress amended the NEA to require a [joint resolution](https://en.wikipedia.org/wiki/Joint_resolution).[^(\[3\])](https://en.wikipedia.org/wiki/Trading_with_the_Enemy_Act_of_1917#cite_note-3) But in *practice* it may require Congress to achieve a veto-proof 2/3 majority - the same majority needed to remove Trump entirely. It's very difficult to achieve.

Any_Yogurtcloset362

After the NEA break down AAL won’t want to acquire them. Too much debt and too much overlap from an acquisition standpoint. The alliance made sense to allow AAL to shift capacity as they wanted to reduce their own in the NE. UAL has a weird overlay with JBLU. Network wise, their overlap is advantageous from an extension standpoint - UAL has EWR and IAD, JBLU has JFK and DCA. East-West there’s not much overlap as JBLU focuses on west coast and UAL has a hub in DEN. So building hub/spoke would be a whole effort while also losing slots in JFK and DCA most likely. DAL already has a base in Boston. They also have LGA and JFK slots. So getting JBLU would probably see a loss of slots. I’m more convinced LUV will target Breeze if anything. It’s small and fits the strategy of not using major airports the best. Adding a major hub/spoke operation to the more decentralized LUV model would be a major effort. Air travel is run at a loss and really are just credit card companies in disguise. The new lounges and their Amex cards should keep them afloat to attract cardholders to create spend. At some point they probably will need to reorg but unless Frontier really wants to get into the CC more, I don’t see a viable buyer at this time. The legacy carriers are too big and weighed down, and the ULCC run too bare bones to add on JBLU’s operation.

PresentationUnited43

FYI - southbound rates look to be increasing from to NEA to AUS later this year Northbound rates should be dropping slightly. The good news is the schedules don’t seem to have any blank sailings, so the box situation should start to get better. Only problem I can see is reefers being sparse cause of the increase in beef demand from CN eating up our reefer supply.

Misaiato

SCHG, SWPPX, AAPL, KHC, SGOV. Next week will unwind more SGOV and NEA and buy BRK/B and hopefully even more AAPL if my PUT goes in the money. MSFT is also below its 52-week low. SHOP looks good. Maybe more VLO. DIS is getting destroyed, but I think it can get even more destroyed, and the upside is hard to see clearly, or at least it’s not entirely compelling. The instant the tourism thing abates it pops a bit, easy 5% up but “when”, right?

AggieDem

He implemented tariffs by declaring a national emergency pursuant to the International Emergency Economic Powers Act (IEEPA) and the National Emergencies Act (NEA).

CulturalSpeaker2844

it takes time to realize, not a process of displacement that will transition overnight. For instance, oil fired powered generation now is just a backup power plant in the europe region, where mostly now moving towards generating power from renewable sources. Especially after the gas supply disruption resulted from russia war, which made the europe electricity prices become volatile and caused people to moving away from traditional power generation. May look at the NEA forecast on net zero carbon emission where oil will be mostly replaced at the end of 2050.

Historical_Stage2622

Bunch of Nuveen municipal bonds like NEA, California municipal bond NAC

IcestormsEd

Those guys are managers for NEA and just reporting the transfers. NEA is a private equity investment firm.

porkchopps

Check out the options for both. If the 457b is through a government agency, the fees are probably reasonable, and if traditional is what you want, go that way first imo. A LOT of 403b/457b options are high fee. 403bwise has more info. I personally opted to stop contributing to a Voya 457b in favor of NEA Invest myself 403b through Security Benefit for the lower fees.

plowt-kirn

Security Benefit is okay if you can utilize their **NEA InvestMyself** product. You have to call and ask for it, and expect customer service to say they don't know what you're talking about. Be persistent. See: https://403bwise.org/education/bad-vendor-good-choices Also see: https://403bwise.org/advocacy/rating_system

unitegondwanaland

Same. They are on my watch list now. They also just got a $100M injection on top of the good news announced. > SAN DIEGO, March 12, 2024 /PRNewswire/ -- Regulus Therapeutics Inc. (Nasdaq: RGLS), a biopharmaceutical company focused on the discovery and development of innovative medicines targeting microRNAs (the "Company" or "Regulus"), today announced positive topline results from the second cohort of patients in its Phase 1b MAD study of RGLS8429 for the treatment of ADPKD. >The Phase 1b MAD study is a double-blind, placebo-controlled trial evaluating the safety, tolerability, pharmacokinetics and pharmacodynamics (PK/PD) of RGLS8429 in adult patients with ADPKD. The study is evaluating RGLS8429 treatment across three different weight-based dose levels, including measuring changes in urinary polycystins 1 and 2 (PC1 and PC2), height-adjusted total kidney volume (htTKV), cyst architecture, and overall kidney function. PC1 and PC2 are the protein products of the PKD1 and PKD2 genes and have been shown to inversely correlate with disease severity. The third cohort is being dosed at 3mg/kg of RGLS8429 or placebo every other week for three months. The Company recently added a fourth cohort for an open label fixed dose of 300mg of RGLS8429 dosed every other week for three months. Based on the results from this second cohort, the Company plans to amend the protocol to increase the sample size to up to 30 patients. In addition to PC1 and PC2 and safety, imaging biomarkers will also be evaluated. >SAN DIEGO, March 12, 2024 /PRNewswire/ -- Regulus Therapeutics Inc. (Nasdaq: RGLS), a biopharmaceutical company focused on the discovery and development of innovative medicines targeting microRNAs (the "Company" or "Regulus"), today announced that it has entered into a definitive securities purchase agreement in connection with a private placement to certain institutional investors and other accredited investors. The oversubscribed financing includes participation from new and existing institutional investors, including Adage Capital Partners L.P., Deep Track Capital, the Federated Hermes Kaufmann Funds, New Enterprise Associates (NEA), Octagon Capital, RA Capital Management, and Vivo Capital. Upon the closing of the financing, which is anticipated to occur on or about March 14, 2024, the Company expects to receive gross proceeds of approximately $100 million. The closing of the financing is subject to customary closing conditions.

Fargo_Newb

For comparison to other muni funds, I find cefconnect to be quite helpful. https://www.cefconnect.com/fund/NDMO NMZ has a duration of closer to 30 years. Looking at the yield curve for 20 year vs 30 year bonds, this yield difference seems to fit alongside it. NEA is also slightly longer duration than NDMO. Call exposure also can weight on pricing some funds, but even CEFconnect doesn't seem to really provide enough information to be able to judge that effectively. NDMO has lower leverage (26.81 effective) vs just over 38% for the other two. That leverage really hurts when the curve is inverted. I think the difference in distribution rates could be related to that, but that RoC is not what I would want to see ideally. If you are in certain tax brackets then I am quite fond of muni's. NDMO should do quite well provided we get all the rate cuts that it obviously is beginning to price in. It looks a touch expensive, in my opinion, but I have no problem with it in general. Leveraged muni funds need the curve to un-invert in order to really shine. Looking at the share price though, it looks like a week ago would have been a much better time to buy. I wonder how much of this price movement is just temporary exuberance.

DenseVegetable2581

Idk why people thought this was going through. There's too much east coast overlap. Always going to be slapped down by the DOJ for a multitude of factors. Starting with the overlap and no airline being able to replace spirit in a similar capacity quickly enough. The writing was on the wall with the ruling on the NEA with American There's no hope for the Alaska and Hawaiian merger if the DOJ.

centaursteve

You have to research the Clayton Act, their cause of action is violation of such, and review the DOJ’s complaint. The Judge stated he felt compelled to issue his ruling by the end of the year, however that was prior to the trial being delayed by two weeks. Either way, I feel that a delay is a positive because it would be simpler to rule in favor of DOJ as far as a findings of fact and law goes. Either side could appeal, but an appeal would be a long shot so I doubt it would happen. This case is much different than the NEA case.

FarrisAT

Brainard New NEA Chair and basically Pow’s successor

smolPen15Club

Listen there is some decent info in here but mostly it’s bullshit. For starters, jblu can’t just decide they paid too much because spirit actually sucks, they need a materially adverse event to do so, which is difficult to prove in this case. And no, spirit being shitty and their financials deteriorating doesn’t count….like specifically it’s called out as not counting. Spirit went for an ironclad agreement that couldn’t be broken by even sir Larry wildman. No credit, interest rate, or market events will count. So the analysts calling for a lower price are stupid, and the airlines aren’t battling an expensive suit to then go back to shareholders and try to get a better price. So forget it. Next, the DOJ case is shit. NEA dissolution took it out at the knees. DOJ has to prove this merger harms customers. It can’t argue this. Most of spirits revenue doesn’t even come from the low end tier customers meaning they’re basically already served by the standard Jblu clientele. And the post merger company is not even remotely a threat to the big 4. The price action is bizarre indeed though. Why JetBlue and spirit both down? Here’s why, no one knows shit. But activision was the same thing. Trades sideways with occasional massive corrections and ultimately went through. Given that we have a communist regime in power, no telling what will happen though. That’s the risk. And it’s real because otherwise this merger wouldn’t have even been challenged and yet here we are.

yaboygoalie

NEA is already squashed. JetBlue not appealing, AA is.

fretit

> He lost a lot of money belonging to some very rich and powerful people. [Who are the big names affected by the FTX crash? Tom Brady, Ontario’s Teacher Pension Plan, Steph Curry and more](https://www.theglobeandmail.com/business/article-ftx-investors-partners-list/). The article focuses on celebrity names, but the more important victims are listed at the bottom: *Sino Global Capital, Tiger Global Management, Third Point Ventures and Altimeter Capital Management are among the investors who recently poured money into FTX.* *The New York Times reports that NEA, IVP, Iconiq Capital, Lux Capital, Mayfield, Insight Partners, Sequoia Capital, SoftBank, Lightspeed Venture Partners, Ribbit Capital, Temasek Holdings, BlackRock and Thoma Bravo are all on the list of FTX investors.* You don't mess with Sequoia and BlackRock and live free to tell about it.

scubasteve861

Completely agree! With JetBlue walking away from the NEA and divesting gates at airports they competed with spirit destroyed the DOJs case. But yet were still in court as the last point is pricing and consumers…. Really when Spirit CEO said on the stand they may have to increase pricing and change their model anyway.

Misaiato

To add to the above, I hold maybe 10% of my assets in NEA - it's a bond fund specifically focused on municipal bonds and the fund seeks to avoid state and local taxes, so invests in that type of bond. The fund was bouncing between $13.50 and $14.50 for a good few years, and now with interest rates as they are, it's down in the $9.50 range. OMG - I've "lost" so much money, right? There's a better opportunity for me to make a return, right? I should cut my losses and put everything in T-bills or a CD or whatever, right? I mean, that's a 30%~ haircut! But here's the thing, the only thing I care about in the bond fund is the monthly, state-and-local-tax-free payout. That amount of money continues to go up, thanks to DRIP. I consider this an opportunity to buy more _of the fund_ because interest rates won't stay this way forever. And when interest rates do start going down at some point, this fund will be holding bonds they bought this year with these high dollar rates, thus pulling the NAV of the fund up. It's a long, slow game. It's not a time to panic. The stock market is a vehicle for transferring wealth from the impatient to the patient. My timeline is forever. I'll probably die with these assets in a trust, and they will go to my child, and hopefully be the seed that starts an empire. If your horizon is "I need to buy a new car in 12 months" - this isn't the fund for you, nor any fund like it. Right now, the NAV of the fund is getting kicked in the balls, but that only means I can buy more shares of it, and though someone else will be making a better return on their money over 12 months, the inertia of compounding will eventually consume everything in it's path. The stock market in total is a bubble on the ass of the bond market. While you generate wealth by concentrating assets early in your life in a few really solid companies, you maintain that wealth by diversifying and holding very solid assets, like bonds, that are slow but steady. Plant a bunch of trees - wait for them to grow - eat the apples. _Don't cut down the fucking trees_ Bonds are the trees. Dividends / Interest earned == apples.

jetpilot87

You mean JetBlue has announced they are not appealing the NEA.

us1549

I am in the industry and bet almost my entire life savings on SAVE. Over 14k shares at 16.50 per share. The merger will go through. Spirit has announced they are not appealing the NEA so the gov's argument that the NEA + merger will be uncompetitive is weakened. Nobody wants this to go to court since judges are unpredictable so I guess JetBlue will give up a few more slots in the NE and the gov will sign off on the merger.

chachdolences

 LOS FUTUROS MICROSCÓPICOS ESTÁN PROBANDO LA SIGUIENTE LÍNEA DE LA SECUENCIA DE FIBONACCI QUE DIBUJÉ LA SEMANA PASADA EN EL MARCO DE TIEMPO DE CUATRO HORAS 

Zachjsrf

NEA

Misaiato

Listen - your perspective on that is limited by assuming that retirement accounts are available to all high-income individuals. As soon as you make > 228k as a couple, you can't even contribute to an IRA. https://www.irs.gov/retirement-plans/amount-of-roth-ira-contributions-that-you-can-make-for-2023 If you were self-employed for whatever reason without a 401k option, or worked for a smaller company that didn't offer it, your options to take advantage of tax-shelters in the traditional sense dwindle quickly. Or let's say that you do have a 401k, and your combined income is 400k - you could contribute 22,5k, match up to 27k total, and your partner could do the same. That's only reducing MAGI by 45k, so you're down to 355k combined. Can't make any IRA contribution, but you want to save even more money. The only place for it to go is in a taxable account if you want to hold stocks or bonds. Let's say that you're 60 years old and you're making those numbers - super easy for two married doctors or lawyers. You don't want to hold much in stocks because you're thinking to retire at 62, so maybe you're 80-20 bonds at this point. You just have to eat those taxes, and that's exactly why you look for options like NEA https://www.nuveen.com/en-us/closed-end-funds/nea-nuveen-amt-free-quality-municipal-income-fund

GhostOfPaulVolcker

Reread it. America will be fine *compared to the rest of the world* but it’ll still get worse for us too. We just won’t hurt nearly as much as NEA4, Europe, and MENA

GhostOfPaulVolcker

Mate, what’s the *white German* birthrate if that’s want you want to talk about. Not Turks or Pakis or Syrians or Iraqis or Somalians. Doesn’t change the fact that American demographics are superior. And you’re purposefully discounting white hispanics in your statistic. You conveniently ignored the entire point about the US being food and energy dependent (net exporter) and Europe being a net importer. Noncompliance is fine. But Germany has no power projection to protect transnational shipping through the Straight of Malacca, the Straight of Hormuz, Bab El-Mandeb, the Suez Canal, the Straight of Gibraltar, the North Sea , or the Turkish straights Europe has outsourced its defense, especially maritime defense, to the US. That’s why global free trade has only been a thing under American hegemony We don’t need compliance. The world needs compliance. NEA and Europe starve and go dark without free trade. We don’t.

GhostOfPaulVolcker

The decimation of Ukrainian food output alone will lead to a more than $40B increase in food costs in the US alone, let alone what it means to global supply chains (Europe, ME, NEA) being dependent on food imports.

GhostOfPaulVolcker

“Believe you” or believe the actions of your leaders? You seriously have zero idea what you’re talking about. The vast majority of the world is heading to towards deindustrialization, good luck bruv. You won’t have food or energy, and if you’re in Europe, have fun justifying your neocolonialism because there isn’t enough oil or food left in Europe. Look up how much the NEA4 imports.

GhostOfPaulVolcker

Americans have guaranteed global security since 1945. Hopefully you enjoy the populist left and right wings of America forcing our leaders off the world stage. Good luck getting your food in Europe or NEA (you’re not unless you’re in France). The US spends $2,000,000,000,000 per year to guarantee safe maritime transport for all nations. As we stop doing this, you’ll have to figure out how to get your own raw inputs, food, and oil from sources thousands of miles away without America’s 11 carrier strike groups See Peter Zeihan’s *The End of the World is Just Beginning* or any of his other books.

its_me_cindy

There are so so many, it’s crazy [NYT lists the following](https://www.nytimes.com/2022/11/11/technology/ftx-investors-venture-capital.html) **NEA, IVP, Iconiq Capital, Third Point Ventures, Tiger Global, Altimeter Capital Management, Lux Capital, Mayfield, Insight Partners, Sequoia Capital, SoftBank, Lightspeed Venture Partners, Ribbit Capital, Temasek Holdings, BlackRock and Thoma Bravo**

Easy_Durian8154

>but that's bc the first result is usually the most relevant bc google has been awesome for searching for stuff fo the last 20 years. Google shows you what it thinks you want to see based on previous clicks and interactions and it just becomes an echo chamber. Duckduckgo is your friend. Why Thorium isn't what it's claimed to be: [https://whatisnuclear.com/thorium.html](https://whatisnuclear.com/thorium.html) https://world-nuclear.org/information-library/current-and-future-generation/thorium.aspx [https://theecologist.org/2014/mar/26/exposing-thorium-myth](https://theecologist.org/2014/mar/26/exposing-thorium-myth) Thorium isn't BAD per-say, and could work. But the belief that it is "greener" is a bit inaccurate. We have more Thorium, yes. However You need to bombard it with uranium in order to get it to the point of a reaction. This crates uranium-233, which, is worse then the current stuff used in reactors. So TLDR, it's not a silver bullet. Next hype train will be helium-3 mined on the moon. They estimate there is enough of this to power human civilization for 5 centuries. Who knows though. Why the belief that we only have limited uranium is inaccurate. Lobbying dollars from the O&G industry hard at work. https://www.scientificamerican.com/article/how-long-will-global-uranium-deposits-last/ "According to the NEA, identified uranium resources total 5.5 million metric tons, and an additional 10.5 million metric tons remain undiscovered—a roughly **230-year supply at today's consumption rate in total**. Further exploration and improvements in extraction technology are likely to at least double this estimate over time." Nuclear is recyclable, they take the waste, they bring it to other reactors, and it's used as fuel. Has been like this for decades. The US, in its utter brilliance decided we would just not do that and bury shit in sand like morons. [https://www.energy.gov/ne/articles/5-fast-facts-about-spent-nuclear-fuel#:\~:text=That's%20right!,%2C%20such%20as%20France%2C%20do](https://www.energy.gov/ne/articles/5-fast-facts-about-spent-nuclear-fuel#:~:text=That's%20right!,%2C%20such%20as%20France%2C%20do). The reality is a combo of solar/hydro/wind/nuclear is our only choice. .

UraniumU308

Expecting to see $80 spot price by year end. UF6 already at record ATH’s and it keeps rising which forces producers of UF6 to significantly increase Uranium (U308) purchases in their centrifuges. This is called over feeding it has to occur. That’s before 150 million lbs of utility contracts that have to be signed, before Sprot Physical Uranium Trust buys another $1 billion of Uranium and before Kazatomprom subsidiary also starts a $500 million Uranium reserve. Next week the Nuclear Energy Symposium meetings in London 7/9 Sept and it kicks off before and after utilities signing contracts. The NEA will also at Symposium update their annual report and demand outlook this will reveal the current deficit in the Uranium market with many countries reversing Nuclear power station closers the biggest being Japan last week announcing another 7 reactor restarts H1 2022. I expect the report will see report a significant increased deficit. China has a massive build programme currently under way and will over take the USA as the highest number of Nuclear Power stations by 2030. A day does not go by without there being further positive news, like a perfect storm, climate needs a clean base line 24/7 Nuclear power, energy security has to pivot away from Russia, Utilities have to buy 150 million lbs of contracts all coming together at the same time. So $80 per lb by year end and U stocks will being hitting ATH’s similar to 2006/7 plus inflation factor. IMO this train is just leaving

Arcanis_Ender

NEA.

KleenandKlear

There's the antitrust hurdle they got to get past. JetBlue already have an ongoing case for their NEA woth American airlines

Tiredofthemisinfo

In there focus cities they don’t need the slots and the gates so dumping them won’t be a problem. As I said, with some experience with b6. Getting the planes, access to pre trained workers, the pilots and it was mentioned their technology would solve a lot of the day to day. Expansion would just be a bonus, there has already been some with the NEA

JimmyChill2020

Do you use a fund? I started using NEA as my savings account a few years ago. How do you invest in them?

jasonredit

China's National Energy Administration (NEA) is targeting a 4.2% rise in the country's natural gas production this year to 214 billion cubic metres (bcm)

Arnie005

Does anyone have recommendations for the best National or NY Closed-End Municipal funds to invest in right now in terms of performance, monthly yield, discount to NAV, etc? BNY seems like a good option for a NY Muni CEF and NEA for a National Municipal CEF. Thoughts?

demo5000

That's a good point. They're expanding fast, they are in California now and are currently enrolling. Looking forward to seeing the numbers. NEA is over 200 million shares invested at $17... they will be averaging down hard

MannieOKelly

Alphabet and NEA apparently accumulating hard-- 50 million shares (of 200 million total) between them, according to E\*Trade (which is not always reliable, however.)

Narrow_Relative_3483

Every week another company reports a bigger ionQ holding. Feels like a war will break out soon and send the price to $100 faster than we anticipate. This time NEA has increased their percentage holding to 15.2% Bullish AF[Link to article](https://www.barrons.com/articles/ionq-and-life-time-group-stock-see-action-from-activist-investors-51635555920)

pdieff

Are you sure there aren’t any shares available to borrow? (Where can you see this info?) If correct I honestly LOVE IT. This is a Goldman play (they IPO’ed and we’re the lead syndicate for both HOOD & DASH). In May of this year DASH completed their full 180 day lockup and they also parlayed it with their earnings report. I thought DASH would collapse as the lockup would more then double the float. Did it collapse? FK NO IT SURGED OVER 20% (May 14th check it out). Did DASH kill it on earnings? NO they simply met their Revenue target and on EPS did slightly better. Yet on the call it was a trick & pony show which the sell side analysts either ate it or were in it and most raised their price targets. Almost sure there there were also very few shares available to borrow and Soft Bank and other high profile insiders refused to sell until much later. Really think HOOD could be the same play. The amount of big investors in HOOD is ridiculous; Google Ventures, Sales Force Ventures, Sequoia Partners, Andreessen Horowitz, Index Ventures, include NEA, Ribbit Capital and Yuri Milner’s DST Global. The list of VC’s who entered HOOD sandbox Pre-IPO is not only top of the class with deep pockets BUT THEY HARDLY IF EVER LOSE AND WON’T LOCK UP MONEY FOR YEARS UNLESS THEY CAN AT LEAST 10X IT. I’m so glad I ran into your post really think you are on to something. Again I couldn’t understand why HOOD hasn’t even showed some sort of strength into earnings/early lockout. This would explain a lot and could really be a nice trade!

optionslord

This is just NEA registering their pre-ipo stake right? How is there enough volume to buy 29M shares in the public markets? Disclosure: long ionq options, so feel free to give me hopium xd

Ok-Cheesecake-5175

In that case 1. Certain current shreaholders of ION (meaning Google and NEA) = 52m 2. Hyundai, KIA, VC Investors, Other Investors = exact qty not known but I assume these shares are not to big, 3. BEV shares 2.5m So to sum up, around 52.5m + @ shares will be released if 12 buck condition is not met on March, 2022

GhostOfPaulVolcker

If you're NEA4 and non-Chinese the self-hate is evident every time you bow down to us.

godspeedcapital

Listen up my fellow audists…….. Today I am going to explain Why I am extremely Bullish on **$DM** \*This is not financial advice, I am a 21 year old certified retard. Do your own research. **Thesis** $DM is incredibly undervalued and has an insanely low evaluation considering its potential to dominate the (rapidly growing) 3D Printing Market. Read more. Current Share Price: $7.67 52 Week Range: $7.12-------$34.94 **Quick Overview** \-Founded in October 2015 in Cambridge, Massachusetts as a startup company focused on 3D metal printing. \-Unicorn IPO \-Desktop Metal is known primarily for its affordable 3D printing systems. \-$DM exists to make 3D printing accessible to all Engineers, Designers, and Manufacturers. They are reinventing the way engineering and manufacturing teams produce parts - from prototyping through mass production. 3D printing will change the way parts are designed, manufactured, and sold around the world. -DesktopMetal.com **Ric Fulop (CEO and co-founder)** \-Ric holds an MBA from the MIT Sloan School where he was a Sloan Fellow. \-Prior to founding Desktop Metal in October 2015, Ric was a General Partner at North Bridge, a VC fund with $3 billion under management. \-Fulop is the founder of six technology companies, including A123 Systems, Boston's largest IPO in the past decade and one of the world’s largest automotive lithium ion suppliers with revenue exceeding $500M in 2016. At North Bridge, Ric led the software and 3D investing practices, and was an early stage investor and board member in Dyn (acquired by Oracle for $600 million), Onshape, MarkForged, Salsify, Lytro and Gridco. -DesktopMetal.com **Needless to say, Ric is a fuckin beast.** **3D Printing Market** The global 3D printing market size was valued at $13.78 billion in 2020 and it is expected to grow at a compound annual growth rate of 21% from 2021 to 2028, according to Grand View Research. In 2020, 2.1 million units of 3D printers were shipped globally and the shipments are expected to reach 15.3 million united by 2028. 3D printing is the future. **Patent Protected Technology** By effectively enabling multi material 3D printing, the company has the edge over other metal 3D printing processes. Made using a method of binder jet 3D printing, Desktop Metal parts are essentially sprayed layer by layer onto the print bed using a MIM powder based ink. The two new documents (2017) add to an existing archive of pending patents for over 200 hundred Desktop Metal inventions, including several others relating to support layer technology. -3DPrintingIndustry.com **Applications to Industries** The craziest thing about 3D printing is simply the amount of industries that can be applied to. I could go on for literally pages about the massive potential of 3D printing within various industries, but for the sake of time I will just list a few below. \-Healthcare \-Automotive \-Aerospace \-Education \-Machine Design \-Consumer Goods \-And so many more **Recent M&A** Desktop Metal Inc. has recently acquired one of its chief rivals in the 3D printing shortly after posting its second-quarter results. The company, which was founded in 2015 with a mission to create more affordable metal 3D printers, said the acquisition of ExOne Co. will give it greater scale and revenue in the additive manufacturing market segment. **Shareholders** 44.5% of Desktop Metal shares are owned by institutional investors. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term. Below are the companies major shareholders. Top institutional shareholders include NEA Management Company LLC (7.68%), KPCB XVI Associates LLC (6.92%), Vanguard Group Inc. (5.33%), BlackRock Inc. (2.53%), Miller Value Partners LLC (2.02%) and Morgan Stanley (1.62%). New investors last quarter include BlackRock Inc., Vanguard Group Inc., Morgan Stanley, State Street Corp, Caas Capital Management LP, Geode Capital Management LLC, and Squarepoint Ops LLC. **Projected future Earnings** The company declined to provide guidance for the third quarter but said it’s updating its full-year guidance and now sees “over $100 million of revenue for 2021” with an annualized revenue run rate of $160 million. -Marketbeat.com **Other opinions** 5 brokerages have issued 12 month price objectives for Desktop Metal's stock. Their forecasts range from $9.00 to $30.00. On average, they expect Desktop Metal's stock price to reach $20.80 in the next year. This suggests a possible upside of 171.5% from the stock's current price. -Marketbeat.com **Desktop Metal is going to the fuckin moon. I am all in.** With the extremely low options contract volume, I bought shares rather than call options (As of right now anyways).

SoyFuturesTrader

Yeah I was in CENTCOM and Africa Then sometime in LATAM, mostly in the northern triangle If you have any understanding of geopolitics you’ll be familiar with ideas like Zeihan’s If you have any understanding of critical infrastructure and how close people are to death in the event of catastrophic failure, then you know Water infrastructure goes down, most people in a metro area will die in 3 days Global shipping becomes more expensive due to the loss of free trade guaranteed by the USN, then food because inaccessible in many countries that heavily rely imported food (most of the world, the gulf is the worse). Same thing for energy, NEA4 is absolutely dependent on gulf crude to ensure people can keep the lights on

farahad

Iron and water will always be cheaper on Earth, until you reach a point at which people are no longer returning to Earth for supplies in general. Will it happen? Maybe. In the next 20 years? Lol, no. In the next 200 years? Doubtful. >Typically these proposals are a much wider view, so yes it covers many different topics than just harvesting an asteroids resources… I've written these types of proposals. They're wide-reaching to try to cover their bases. "We want to lasso this asteroid to study its rocks" doesn't get you $2.6 billion. "We want to expand humanity's foothold in the universe and develop new tech that will be integral to future human space exploration"...does get you the funding. >but you said the “tech is nowhere close” and that’s what I’m arguing against. We have technology already to bring a NEA close by, and that would be a catalyst for plenty of operations in/around it. Nope. People have proposed it, and *some* of the necessary designs are crudely outlined in that proposal, but nothing like that has even been fully designed or built. You might as well say that we have the tech for fusion energy already. Except...the theory's sound, and we've made some similar things that don't really work, but we haven't actually generated net positive power from it. Is the tech there? Kind of? Not really. Will it get there? If people continue to work on it...probably? Same case here. We do not and have never made the tech to harness an asteroid. If people put significant work into it, they probably could. The problem is half motivation and half solving issues like figuring out how to successfully stick to a tiny asteroid in near-0-gravity, while it's rapidly rotating. Those are *not* trivial problems, and they're not problems people have solved yet. The Rosetta lander bounced *several kilometers* because they screwed up their anchoring system -- and the comet they were landing on had significantly stronger gravity than the *tiny* asteroids we're talking about harnessing in this case. And that's just landing. Not mining. If you think about what goes into a mine -- the buildings, the people, the equipment, the *constant maintenance*...and you want to put that all into space? Perseverance can't even drill a single core sample right now. I don't care how you cut it, the tech isn't currently there.

GrillMaster71

Well, it’s free until it isn’t. If we’re looking decades into the future, who knows how resources like that will become hoarded. Even if they aren’t, there’s an environmental benefit to harvesting raw material in space, especially if it’s meant to be in space anyways. Typically these proposals are a much wider view, so yes it covers many different topics than just harvesting an asteroids resources…but you said the “tech is nowhere close” and that’s what I’m arguing against. We have technology already to bring a NEA close by, and that would be a catalyst for plenty of operations in/around it. I will concede, it is not a good investment for retail right now because it won’t be profitable for some time. But it’s a compounding type of industry that will grow at an exceptional rate once the (albeit, huge) capital is spent to start it. That takes government money though.

citizen3301

Consider the people who had index funds and were close to retirement in 2008. They never retired. It took years to recover. So to me, when you work 40 hours per week for 40 years earning that money, you should be investing at least SOME time learning how to manage it at some point in your life. Most people have been convinced to NEVER learn anything about managing the money they spend 80,000 hours earning. It’s criminal. The religion of “markets always go up over time” and “markets are too complicated for you” are lies that serve only the broker-dealers. It’s very very simple to buy and sell stock with options. It’s very simple to buy puts to get downside protection and even benefit from down markets. Use of ETFs are very reasonable for people who won’t pick a dozen names they believe in. I’m not telling NEA people to say trade. I’m telling them to take responsibility and be involved in their own retirement. The stock market is too volatile for fire-and-forget and go back to watching tv strategies. Now. Your questions. You get downside protection by buying puts, and you mitigate unrealized losses with covered call income. But it’s not a few % annualized.... have you uses these strategies? It’s a few % weekly on volatile names. A few % monthly on quiet names. Now let’s consider the case where a stock rips through your covered call. You took your premium income on your position, and it gets called away. You still took in your premium. Now you write the put and get paid to catch it on the rebound, or else get paid again on the put premium. These weekly contracts have made it even easier and more lucrative. There is nothing about spending 2 hours a week setting up a strategy that resembles giving yourself open heart surgery. Smh

Holding_till_broke

For those who want a little more DD: What do the “Experts” think?: 4 analysts are watching this stock, all give it a buy or strong buy rating. Price targets range from $4-$13 a share. At the time of this writing the stock is trading at $2.40. That a an increase of 66% - 441%! What do the Institutional investors think?: 52% of the float is being held by institutions. Orbimed Advisors and NEA Management are the two largest share holders at roughly 8 million share a piece. And since people get excited for big names holding positions... yes Vanguard as 3 million shares and Morgan Stanley has a little over a million as well.

TemporaryUsername-

The NEA recently released a [report](https://www.oecd-nea.org/jcms/pl_57979/small-modular-reactors-challenges-and-opportunities) about SMRs. I haven't read through the whole thing with the greatest detail, but SMRs may be commercially viable early in the 2030s. There are currently 70 different designs/concepts. In order to be commercially viable, there would have to be some kind of economy of scale for production, which wouldn't be possible unless globally there is some agreement about which models are worth pursuing and producing. I don't think there is any good sense of how successful they may be. The "low case" from a 2016 NEA study included in the report is that there would be generating less than 1 GWe by 2035, with the high case above 20 GWe. I'm not in the nuclear energy field, though, so I would invite someone with more expertise to correct me. My sense is that things will change rapidly in this space over the next 10 years.

TemporaryUsername-

The report that /u/Guac_in_my_rarri linked in his earlier post also had similar data. From that report (produced jointly by the OECD-NEA & IAEA), with regards to Germany (pg. 80): >In Germany, seven reactors were operational on 1 January 2019, producing about 12% of domestic electricity generation in 2018. Following the Fukushima Daiichi accident, the German Cabinet announced that it was accelerating the nuclear phase-out by permanently shutting down the reactors. The remaining reactors are to be permanently shut down no later than the end of 2022... Interestingly, that report notes that Germany will maintain coal plants until 2038. >In France, 58 operational reactors generated 72% of domestically produced electricity in 2018.

Thensaurum

Altimeter to Lead Plaid Deal After Scrapped Visa Merger March 18, 2021 5:11 PM PDT Plaid, the financial technology startup whose planned sale to Visa fell apart in January, is raising about $600 million in a funding round that could value it at between $10 billion to $15 billion, according to four people close to the company. Altimeter Capital, a hedge fund turned VC firm that has bought stakes in some of Silicon Valley’s top companies, is leading the financing, these people said. The scuttled sale to Visa, which fell apart after the U.S. Department of Justice challenged the deal, sparked an investor rush to buy shares in Plaid. The performances of publicly traded financial payments companies Square and Adyen during the pandemic shutdowns have encouraged investors to pay up for ownership in private fintech startups. **THE TAKEAWAY** **• Plaid is raising about $600 million** **• Deal is expected to value the company at between $10 billion and $15 billion** **• Round follows massive investments in fintech startups Stripe, Chime** The new financing round underscores how much investor sentiment around fintech companies has changed in the past year. When Visa announced its planned purchase of Plaid in January 2020, the price, at double Plaid’s prior $2.65 billion valuation and 52 times its past revenue, was considered steep. A year later, after investors paid mounting prices for stakes in Chime, Robinhood and Stripe, that acquisition looked like a bargain. The terms of the current deal, which is expected to close in the coming weeks, could change. Altimeter didn’t respond to a request for comment. In a suit aimed at blocking the Plaid acquisition last November, the Department of Justice argued that Visa was attempting to extend its monopoly over online debit transactions. After the two companies called off the merger earlier this year, citing the lawsuit, Plaid co-founder and chief executive officer Zach Perret began meeting with investors about a new round of funding, The Information previously [**reported**](https://www.theinformation.com/articles/plaid-shareholders-field-offers-at-15-billion-after-merger-collapse). The deal would represent a steep rise in expectations for the eight-year-old company. Plaid brought in just over $100 million in revenue in 2019. The new valuation suggests revenues have doubled or even tripled since the Visa deal, though competition to invest in market-leading fintechs has also been driving up prices for startup equity. Plaid’s current revenues couldn’t be learned. One factor that could potentially help justify the price is that Plaid says it signed up 1,400 customers last year and counts about 4,000 customers in total, including Coinbase, Robinhood and Microsoft. The company, which develops software to make it easier for developers to connect bank accounts to financial apps through application programming interfaces, has also expanded its business since the failed merger, adding new products including an income verification tool called Plaid Income, announced earlier this month. Valuations for financial services startups have taken off in the past year. Payments company Stripe, for example, recently announced a $600 million funding round that valued the business at $95 billion, making it the most highly valued private U.S. startup. U.S. fintech startups raised a record $21 billion in VC funding last year, an increase from about $16 billion the year prior, according to research firm PitchBook. In the public markets, Square’s shares have grown 5.6 times in the past year, while Adyen’s shares have jumped 2.5 times. In the past two months, investors have also been buying Plaid shares from existing shareholders in transactions known as secondary sales. Rainmaker Securities, for example, recently executed sales at $850 a share, giving Plaid an implied valuation of around $18 billion, according to the investment bank’s president, Glen Anderson. Another existing Plaid shareholder said a potential investor had offered to pay an implied share price of roughly $1,000 apiece in late January, more than four times Visa’s acquisition price. Altimeter, based in Boston and Menlo Park, Calif., has been on a winning streak since it scored a big victory with its investment in Snowflake. Founded in 2008 by CEO Brad Gerstner, Altimeter held the second-largest stake in Snowflake when the enterprise data company went public in September. That initial public offering priced at $120 per share, making the firm’s 14.8% stake worth over $4 billion at the time. Snowflake shares are now trading at $216 apiece, making the company worth over $61 billion. Since then, Altimeter has nabbed stakes in robotics software company UiPath and personal finance startup SoFi, both of which are preparing to go public. Altimeter also co-led a $520 million investment round in Roblox this January, after the gaming company delayed a planned December IPO. It went public earlier this month and is now valued at $37 billion. The new financing round deal likely delays any plans Plaid may have had for an IPO. Plaid had previously raised more than $300 million in VC funding from investors such as NEA, GV, Andreessen Horowitz and Spark Capital. Visa and Mastercard participated in the company’s $250 million Series C in 2018.

SoyFuturesTrader

My perspective into commodities doesn’t come from a trading / investing lens, but rather a geopolitical one. Best summary of the world to come is given by Peter Zeihan. The current status quo of the world is dependent on free trade and the US dollar being the global reserve currency. If either of this changes, supply lines shatter almost immediately - not just for consumer goods, but for simple things like energy (NEA4 pipes in essentially all their energy from the Gulf) and the basic ingredients for chemical fertilizers. Shipping and trade costs dramatically increasing will destroy the global food supply chain as we know it. Also, climate change. I’m ex-Mil and have spent enough time around people who will find any way possible to rationalize their anti climate change views, but I’m simple. For me it’s not emotional, it’s an environmental (and I don’t mean the environment, but for our situation) change that the US government, DoD, and JTF-CS have all cited as a major threat to US national security. Big implication for farming - many parts of the world with the greatest food yields on their land will lose that, many more inhospitable parts will gain arable land. Arable land is not equally spread out throughout the globe. Coupled with the increase in problems surrounding all things water, global farming will be fucked (like the 🌈 🐻). One good model to look at is the Netherlands. 6th largest food exporter in the world but only 13k sq mi, or slightly more than half the size of West Virginia. They’re agtech is pretty great, and companies like AppHarvest who capitalize early on using this same technology have an early mover advantage in acquiring the best land/location (possible to grow produce close to population centers?) I’ll have to look up ice age farmer, thanks for the tip

These_Protection_967

Some other facts... 1. Much more accurate readings than $Dexcom. 2. Cheaper than $Dexcom 3. Collaboration with Ascensia. 4. Growing diabetes markets 5. Big uncaptured diabetic markets 6. More freedom compared to competitors 7. Big Catalysts to come : FDA180 days Device and 365 days while $Dexcom product is 7 to 9 days replacement. 8. Extremely undervalued Diabetes company. 9.Stocks to be much more Expendable, much more Bombing, much more Explosive and much more Lucrative for investment. 10.Compare the share between $SENS and $DXCM : $4.00 vs $400.00 11.$SENS to overwhelm $DXCM in 2(two) years because of "Unprecedented and Unique Diabetes management systems and its demonstrated and. proven #1 quality levels of Accuracy 12. Big Institutions own shares: Gilder Gagnon Howe & Co Llc, NEA Management Company, LLC, Delphi Management Partners VIII, L.L.C., Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, BlackRock Inc., VEXMX - Vanguard Extended Market Index Fund Investor Shares, Masters Capital Management Llc, Pura Vida Investments, Llc, and Millennium Management Llc, and George Soros Fund Management WHICH is one of Legendary Hedge funds investors!

Ok-Share-2580

Everyone getting screwed on THCB should look into $RAAC and get some real gains. Robotics and AI company backed by Softbank, Khosla, NEA, Chamath, Cannan and many more. Looks like they are going to revolutionize factories for every competitor of Amazon. Current customers of their robots are Walmart, Target, FedEx, TJ Maxx and more. Recurring revenue opportunity through the Robotics as a Service (RaaS) model. FYI I put in over 25% of my net worth in this yesterday. ​ Investor Deck: [https://www.sec.gov/Archives/edgar/data/1824734/000121390021011269/ea136272ex99-2\_revolution.htm](https://www.sec.gov/Archives/edgar/data/1824734/000121390021011269/ea136272ex99-2_revolution.htm)

Ok-Share-2580

I hate Chamath, but I will happily invest in a company that is backed by Softbank, Chamath, Khosla Ventures and NEA.

Accomplished-Owl975

I’d like to point out to you retards about some key things which are not readily apparent: 1) at this point Vlad is a puppet, a dead man walking scapegoat. RH needs him and is paying him handsomely to keep taking it in the ass. He actually has leverage of just walking, but they (RH and the VCs) need him. He will do just fine. 2) Vlad was too stupid and immature to do any of this on his own. He was born in Bulgaria... 3)he didn’t just unilaterally make any decision here, I guarantee he was on the phone with many of his board members if not the whole board. Subpoena all the board members phone records. 4) RH has been the darling of the startup community, every VC has been drooling over them for years. Sequoia was a major investor in an earlier round, Alfred Lin or one of the VC Sequoia clowns was the lead investor last round. They call the shots, Vlad is just a puppet. Sequoia and all the other VC want their money out of this investment. Therefore it must go public. 5) look at who the other VCs that piled in on RH with that 3.4B. It’s the who’s who of other VCs that have been desperate to get on RH’s cap table ahead of the IPO. 6)Why did NEA and others join in and throw hood money after bad??? Zero percent interest rates, a major discount on conversion, and a major valuation down round. They have money burning a hole in their pockets, VCs make money on the carry. They smelled the chum in the water. VCs often times have to bailout other VCs because they often are co-invested in other shitty startups, it’s calling favors and pay forward/pay back. 7)The money was raised convertible note at a significant discount, something like a 15-25% conversion discount. the terms weren’t even finalized before they got the money. When the fuck does that ever happen on a financing round? 8)He’s not going to jail. The company has indemnified him and the board. He had days of prep from his lawyers, not sure which firms, but there are a dozen or so in the valley that are deeply connected to the politicians and VC, which tie in the limited partners of the VC firms. 9) Goldman Sachs was already selected to be the underwriter for the IPO. Citadel deals with GS all the time. Hmm would they happen to be a prime broker too??? 10) How many politicians and bankers are limited partners in these VC funds? That’s why Al Gore is a VC partner. (no it’s not because he invented the internet) 11) RH employee equity is worthless. I don’t know off hand what the latest valuation of RH was before this shit went down but I think I remember something like 9B. The influx of 3.4B means the post was 13B. So RH just took a 25-30% dilution. With all the liquidation preferences, and debt that has to be paid back, the employees will have shit for equity realization. TLDR: Look beyond Vlad, follow the money, look at the VCs, Goldman, Citadel. They worked together in some capacity on this, for their own value preservation or gain. The RH employees are bag holders and indentured servants. Shorting RH will do shit, shut down or transfer your RH accounts. Disclosure: GME bag holder at 300-100s with fuck off money.

Nadasbody

NEA 2-10-2021 Price $15.03 to Current Price $14.84 BTBT 1-12-2021 Price $19.65 to Current Price $28.26 GSX 12-7-2020 Price $64.72 to Current Price 108.67 MARK 8-11-2020 Price $1.86 to Current Price $3.91 Micro vision 7-21-2020 Price $2.15 to Current Price $21.68 INSP 4-22-2020 Price $69.99 to Current Price $231.18 IQ 4-6-2020 Price $19.25 to Current Price $25.11 QTT 12-10-2019 Price $2.65 to Current Price $5.33 SGH 9-25-2019 Price to $32.11 to Current Price $48.25 GTT 6-5-2019 Price $23.78 to Current Price $3.86 Makes around 150% gains on avg in a few months. Seems like a decent portfolio