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STEM

STEM

Stem Inc - Class A

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About Stem Inc - Class A

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Look up the European Union in any textbook and it will say that its origins stem from the European Coal and Steel Community in 1951. That is correct but limited. The roots of the European Union are far deeper. The EU’s true origins include centuries-old history that connects the dreams of kaisers, the ambitions of Adolf Hitler, and a vision for Europe that refuses to die. I SHIT YOU NOTN EVIL FUKERS
from Gemini: The "rumors" you are hearing align with specific recent shifts in Chinese policy enforcement and upcoming legislative schedules. While there is no official announcement of a "reversal," there is substantial evidence of a "quiet easing" and reports of upcoming clarifications that could benefit companies like TAL Education Group (TAL) and New Oriental (EDU). Here is the corroboration of what is being discussed in Chinese financial circles and the likely timeline. 1. Corroboration: The "Quiet Easing" & New Policy Framework Yes, the "clarifying regulation" your sources are discussing likely refers to two distinct developments:  * The "Tacit Consent" Shift (Already Happening): Since late 2024, reports indicate that Beijing has shifted from "crackdown" to "stabilization" to support the economy and employment. Local authorities have been reportedly giving "tacit consent" for tutoring companies to expand, provided they stick to non-core subjects (like coding, science, and arts—which TAL has pivoted to) and operate on a "White List" of approved providers.  * The 15th Five-Year Plan (The "Clarifying" Catalyst): The specific "new regulation" rumors likely stem from the 15th Five-Year Plan (2026–2030) education reforms. In October 2025, the Central Committee adopted recommendations to "expand the scope of free education" and clarify the role of private capital.    * The Bull Case (Beneficial): The rumor is that the detailed implementation rules for this plan will officially codify the "White List" status, giving companies like TAL a permanent, legal "green light" to operate their non-academic and hardware businesses without fear of sudden shutdowns. This removes the "regulatory overhang" that has depressed the stock. 2. Timeline: When to Expect the News If a formal written "clarifying regulation" is coming, the timeline centers on Early 2026.  * March 2026 (The "Two Sessions"): This is the most critical window. The National People's Congress (NPC) meets annually in March. The detailed legislative language for the 15th Five-Year Plan (which includes the education reforms discussed in October 2025) is typically unveiled here.  * The "Window" (Now – Q1 2026): We are currently in the "policy signal" phase. The October 2025 plenary session set the tone; the ministries (Ministry of Education) typically release specific implementation guidelines in the months leading up to or following the March NPC meeting. 3. Current Status of TAL (The "Setup") Before buying options, be aware that the market has partially priced in this recovery, though the stock remains far below its peak.  * Financial Recovery: TAL is already growing again. In its most recent earnings (Q2 Fiscal 2026, reported Oct 30, 2025), revenue jumped 39.1% year-over-year. This confirms the "quiet easing" is already translating into numbers.  * The Pivot: TAL is no longer just a "tutoring" company; it has pivoted heavily to "Smart Learning Hardware" (AI tablets) and "Enrichment Learning" (science/coding), which fall outside the "Double Reduction" bans on core academic tutoring. Summary of the Trade Thesis  * The Rumor: True. There is an expectation of policy clarification that solidifies the legal standing of "non-academic" tutoring.  * The Timeline: Q1 2026 (specifically around the March 2026 National People's Congress).  * The Risk: The government's new focus is "Free Education" (expanding public high school access). If they decide to ban all for-profit involvement in high school (currently a gray area), that would be a negative surprise. However, the current trend is "supportive" to boost the economy.
Incorrect They go onto Rogan to get their point across to his fans. Zuck, Elon, ThIel, Andresen, etc want to peddle what theyre selling without a filter from a more traditional media Yeah they have to talk about Göbekli Tepe, chimps stem cells, but it’s pretty effective for them
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