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

Dow Reports Q4 Loss With Revenue Decline Amid Cost Reduction Strategy

Chemical Industry Leader Faces Volume Drops and Pricing Pressures as It Initiates Major Productivity and Cost-Cutting Program

Dow Inc. disclosed a fourth-quarter adjusted loss outpacing expectations due to declining sales volumes and pricing pressures, triggering a broad stra...

Jan 29, 2026 Finance

Kandi Technologies Advances Battery Swap Infrastructure with Strategic Partnership

Collaboration with CATL Subsidiary Strengthens Presence in Heavy-Duty Electric Vehicle Battery Swapping

Kandi Technologies Group, Inc. experienced a share price increase following the announcement of a new strategic partnership centered on battery swappi...

Jan 29, 2026 Finance

Analysts Reduce Microsoft Price Targets After Q2 Earnings Beat Expectations

Strong Microsoft Cloud Revenue Growth Fails to Prevent Post-Earnings Share Decline and Analyst Downgrades

Microsoft Corp. announced better-than-anticipated financial results for its second quarter, with revenues reaching $81.3 billion, surpassing analyst e...

Jan 29, 2026 Trade Ideas

Pinterest: Cheap Entry Into an AI-Driven Ad-Attribution Upgrade

Buying a low-risk-lottery on attribution gains, CTV inventory and durable cash flow

Pinterest is trading at bargain multiples even as management pivots to AI-driven ad attribution and connected-TV inventory. Strong quarterly revenue (...

Trade Idea Long
Jan 29, 2026 Trade Ideas

Buy the Competitive Fear Dip in Ford - Swing Trade with Defined Risk

Solid cash flow and improving margins make Ford (F) a tactical long despite headlines about cheaper competitors

Ford is trading near $13.80 after recent headlines about competitive pressure and supply-chain noise. The business is generating healthy operating cas...

Trade Idea Long
UK and China Seek Strategic Partnership Amid Shifting Global Alliances
Jan 29, 2026 News & Politics

UK and China Seek Strategic Partnership Amid Shifting Global Alliances

Prime Minister Starmer and President Xi aim to strengthen bilateral ties as geopolitical dynamics evolve

During an extended meeting in Beijing, UK Prime Minister Keir Starmer and Chinese President Xi Jinping emphasized the importance of cultivating a stra...

President Trump Faces Growing Public Backlash Over Immigration Enforcement Actions
Jan 28, 2026 News & Politics

President Trump Faces Growing Public Backlash Over Immigration Enforcement Actions

Widespread societal opposition emerges against federal immigration raids amid political and cultural pressures

President Donald Trump's immigration enforcement initiatives, particularly the federal raids led by ICE agents, have sparked increasing criticism acro...

Jan 28, 2026 Finance

Tesla Maintains Bitcoin Holdings in Q4 Despite Recording Significant Paper Losses

The EV Maker’s Cryptocurrency Portfolio Declines in Value Amid Market Downturn, While Q4 Earnings Surpass Expectations

Tesla held onto its Bitcoin assets throughout the fourth quarter of the year, but the value of its cryptocurrency holdings fell sharply, resulting in ...

Tesla's Profitability Declines Amid Strategic Pivot to AI and Robotics
Jan 28, 2026 News & Politics

Tesla's Profitability Declines Amid Strategic Pivot to AI and Robotics

Facing competitive pressures, Tesla ramps up investment in robotaxis and advanced robotics while earnings show significant contraction

Tesla reported a sharp decrease in annual profit to $3.8 billion, marking the lowest level since the pandemic began, as competition and sales challeng...

Jan 28, 2026 Finance

Tesla Shares Advance Following Strong Q4 Financial Performance

The automaker exceeds earnings and revenue forecasts amid strategic advances in AI and vehicle production

Tesla's stock experienced gains in after-hours trading after the company reported better-than-expected financial results for the fourth quarter of 202...