I think you've hit the nail on the head, CB. I’m guessing...

I think you've hit the nail on the head, CB. I’m guessing tomorrow results will be good for the long-term (clear evidence of strong growth and success in US market) and not so good for the short-term (expenditure will be high and the chance of a raise will increase.) Result: price will retrace in the short-term. Of course, if the cash burn is not too bad, it could spike.
I was considerably overweight in NEA so I sold half my stake today. I’ll buy it back if the price retraces more than I think is reasonable. If not, I’ll be happy to see the other half of my stake go gangbusters. I’m comfortable with my exposure now, and look forward to watching this company deliver on its considerable promise.
GLTAH.