Avery Klein

Avery Klein

Senior Equity Analyst

Senior equity analyst specializing in semiconductors and AI infrastructure. Former sell-side associate covering GPU supply chains and foundry economics, with experience building unit-driven models (capacity, pricing, utilization) and tracking hyperscaler capex cycles. Focuses on durable moats, cycle timing, and valuation under multiple demand regimes.

Articles 737

Ripple Expands Institutional Brokerage with Hyperliquid DeFi Integration Amid XRP Price Decline
Feb 4, 2026 Finance

Ripple Expands Institutional Brokerage with Hyperliquid DeFi Integration Amid XRP Price Decline

Ripple Prime Incorporates Decentralized On-Chain Derivatives While XRP Market Faces Pressure

Ripple has integrated Hyperliquid, a leading decentralized finance protocol, into Ripple Prime, its institutional prime brokerage platform. This marks...

Feb 4, 2026 Finance

Redwire Corp Faces Stock Pressure Despite MDA SHIELD Program Inclusion

Shares Retreat as Major Investor Cashes Out and Market Reassesses Redwire’s Defense Sector Prospects

Redwire Corporation's stock declined notably due to a substantial share sale by one of its key private equity investors, despite the company's recent ...

Feb 4, 2026 Finance

Tom Lee Addresses $6.6 Billion Paper Loss on Ethereum, Emphasizes Strategic Investment Approach

BitMine Chairman Claims Mark-to-Market Volatility Is Intrinsic to Leveraged ETH Exposure

Tom Lee, chairman of BitMine, defended the company's substantial unrealized $6.6 billion loss on Ethereum holdings amid critiques suggesting it signal...

CFTC Chairman Advocates for Clear, Global Benchmark in Crypto Market Regulation
Feb 4, 2026 Business News

CFTC Chairman Advocates for Clear, Global Benchmark in Crypto Market Regulation

Michael Selig Highlights Legislative Momentum and Pro-Innovation Stance on Digital Assets and Prediction Markets

Michael Selig, Chairman of the Commodity Futures Trading Commission (CFTC), has articulated a significant regulatory shift for the U.S. cryptocurrency...

Feb 4, 2026 Trade Ideas

Buy the Panic, Not the Problem - BBWI as a High-Conviction Income-Plus-Recovery Trade

Dividend-supported entry with asymmetric upside if operations stabilize; structured scale-in, stop and two-stage targets.

Bath & Body Works (BBWI) is a cash-generative specialty retailer trading near recent cycle lows despite steady revenues, consistent quarterly dividend...

Trade Idea Long
Hank and John Green Transition Complexly to Nonprofit to Enhance Trustworthy Online Education
Feb 4, 2026 News & Politics

Hank and John Green Transition Complexly to Nonprofit to Enhance Trustworthy Online Education

The Greens aim to shield educational content from commercial pressures by converting their media studio into a nonprofit entity.

Hank and John Green have restructured their educational media company Complexly as a nonprofit organization. This shift seeks to preserve the integrit...

Feb 4, 2026 Trade Ideas

Valaris: Storm-Driven Rebound — High-Conviction Long Trade on Offshore Rig Recovery

Stronger quarterly cash flow, cleaner balance sheet and a tighter oil market make a tactical long attractive — entry, stop and targets provided.

Valaris posted consecutive quarters of improving operating cash flow and returned to meaningful profitability in Q3 2025. With OPEC cuts and volatile ...

Trade Idea Long
Feb 4, 2026 Finance

Nvidia's Shipment of H200 AI Chips to China Faces Extended State Department Scrutiny

Despite Presidential Approval, US State Department Seeks Enhanced Conditions For Nvidia’s China Exports

Nvidia’s plan to export its advanced H200 AI chips to China has encountered delays due to ongoing reviews by the U.S. State Department, despite init...

Mexico and U.S. Agree on Steady Annual Water Deliveries Amid Cross-Border Drought Concerns
Feb 3, 2026 News & Politics

Mexico and U.S. Agree on Steady Annual Water Deliveries Amid Cross-Border Drought Concerns

New Pact Aims to Ensure Minimum Water Supply from Mexico to U.S. in Five-Year Cycle

Mexico and the United States have finalized a new agreement that obligates Mexico to deliver a fixed minimum amount of water annually to the United St...

Senate Antitrust Hearing on Netflix-Warner Bros. Merger Erupts into Partisan Debate Over Content
Feb 3, 2026 Business News

Senate Antitrust Hearing on Netflix-Warner Bros. Merger Erupts into Partisan Debate Over Content

Streaming giant's proposed $83 billion acquisition draws scrutiny over market dominance and cultural messaging

During a Senate antitrust hearing on Netflix's proposed acquisition of Warner Bros. Discovery's streaming and studio assets, conservative lawmakers pi...