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

Jan 29, 2026 Finance

MP Materials Faces Pressure Amid Policy Shift on U.S. Rare-Earth Mining Support

Stock Declines Following Announcement That Federal Price Guarantees Will Not Be Extended to New Domestic Mining Projects

Shares of MP Materials Corp (NYSE:MP) have declined after reports emerged that the U.S. administration will not provide guaranteed minimum prices for ...

Jan 29, 2026 Finance

Tom Lee Cautions Against Abandoning Ethereum Amid Gold's Surging Rally

Ethereum Sheds 6% as Gold and Silver Draw Investment Capital, Impacting Crypto Market Dynamics

Despite a significant 6% drop in Ethereum's price coinciding with a sharp rally in gold and silver prices, Fundstrat’s Tom Lee advised investors aga...

Jan 29, 2026 Finance

Global Silver Market Sees Unprecedented Physical Liquidation Amid Record Prices

Record silver prices ignite a surge in scrapping physical silver across markets, shifting ownership dynamics

Silver prices have reached unprecedented highs, prompting a significant increase in the scrapping of physical silver items globally. Dealers report an...

Jan 29, 2026 Finance

Snap Inc. Shares Falter Amid Mixed Market Signals and Strategic Shifts

Despite sector gains, Snap's stock declines in response to recent corporate moves and broader market pressures

Snap Inc. stock experienced a notable decline on Thursday, diverging from its Communication Services sector peers which saw gains. The company's recen...

Jan 29, 2026 Trade Ideas

Travere (TVTX) — Why FILSPARI's FSGS Approval Is a More Likely Positive Black Swan Than Most Assume

An actionable long trade: entry, stops, targets and the data points that justify a higher-than-consensus approval probability for sparsentan in FSGS

Travere Therapeutics has a commercially proven asset in FILSPARI (sparsentan) for rare kidney disease; the company filed an sNDA for focal segmental g...

Trade Idea Long
Jan 29, 2026 Finance

International Paper Unveils Q4 Loss and Strategic Spin-Off of EMEA Packaging Arm

Mixed Fourth-Quarter Results Spur Corporate Restructuring into Two Public Entities

International Paper Company disclosed its fourth-quarter earnings with a loss per share, surpassing revenue expectations, and announced a planned divi...

Pope Leo XIV Emphasizes Justice and Truth in Vatican’s Handling of Clergy Abuse Cases
Jan 29, 2026 News & Politics

Pope Leo XIV Emphasizes Justice and Truth in Vatican’s Handling of Clergy Abuse Cases

The pontiff stresses a cautious, balanced approach within the Vatican’s doctrine office to uphold church integrity amid ongoing abuse scandals

Pope Leo XIV addressed the Vatican's Dicastery of the Doctrine of the Faith, underscoring the necessity of balancing justice, truth, and charity when ...

Jan 29, 2026 Finance

PulteGroup Posts Solid Q4 Earnings Amid Improved Housing Affordability but Cautious Demand Outlook

Homebuilder PulteGroup surpasses revenue and earnings forecasts while signaling subdued buyer confidence despite easier affordability conditions

PulteGroup, Inc. delivered fourth-quarter financial results exceeding analyst predictions, including adjusted earnings per share (EPS) and revenue inc...

Jan 29, 2026 Finance

Western Digital Set to Post Increased Q2 Earnings Amid Analyst Upgrades

Top analysts elevate price targets ahead of the company's forthcoming earnings disclosure

Western Digital Corporation is preparing to announce its second quarter financial outcomes, with expectations pointing to improved earnings per share ...

Jan 29, 2026 Trade Ideas

Oneok (OKE) — Three Concrete Reasons I'm Buying: Income, Cash Flow Strength, and a Near-Term Natural Gas Tailwind

Actionable trade: income-yielding, cash-generative midstream exposure with an asymmetric risk/reward over the next 3-6 months

Oneok has quietly rebuilt free cash flow and raised its quarterly dividend; with operating cash flow accelerating to $1.525B in Q2 (ended 06/30/2025),...

Trade Idea Long