INVESTOR UPDATE JUNE 2020, page-81

I wouldn't like to be short NEA with Trump's rumoured $1 trillion infrastructure stimulus project in the wings!
Another similar website added 5G rollout (to the list below), which would be right up NEA's AI street.

https://www.thestreet.com/charts/latest-news/infrastructure-plan-stocks-roads-bridges

How to Play the $1 Trillion Infrastructure Plan
Ed Ponsi5 hours ago
Stock futures rocketed higher late Monday night on a rumor that President Trump is about to announce a $1 trillion stimulus plan, focused on infrastructure. That's a huge program, and there are bound to be some big winners. Since the plan is focused on rebuilding America's roads and bridges, our eyes should be on construction-related companies.......................