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 28, 2026 Trade Ideas

Appian: Improving Fundamentals — Worth a Tactical Long, Not a Value Buy

Revenue and margins are finally showing clear improvement; valuation is not cheap but a defined trade with strict risk management can capture near-term upside.

Appian reported accelerating subscription revenue and moved back to operating profitability in the quarter ended 09/30/2025. With roughly $191M cash, ...

Trade Idea Long
Jan 28, 2026 Trade Ideas

Stifel Financial: A Timing Trade — Dividend Lift, Stock Split and Earnings Momentum Create a Buy Window

Actionable long idea on SF after dividend raise, 3-for-2 split and improving quarterly results — enter around the 125 area, manage risk with a 9% stop.

Stifel (SF) just announced a 3-for-2 stock split and an 11% raise to its quarterly dividend (declared 01/27/2026), reported better-than-expected Q4 re...

Trade Idea Long
Jan 28, 2026 Finance

Cryptocurrency Markets Remain Stable Following Fed's Decision to Maintain Interest Rates

Bitcoin and Major Altcoins Show Minimal Movement Amid Broader Economic Uncertainty

With the Federal Reserve opting to keep interest rates unchanged, the cryptocurrency landscape has exhibited relative steadiness. Bitcoin continues it...

Democrats Push for ICE Reforms Amid Threat of Partial Government Shutdown
Jan 28, 2026 News & Politics

Democrats Push for ICE Reforms Amid Threat of Partial Government Shutdown

Heightened tensions over immigration enforcement prompt legislative standoff ahead of key funding vote

As the U.S. government faces the prospect of a partial shutdown approaching this weekend, Democratic senators are intensifying demands for reforms to ...

Jan 28, 2026 Finance

Domino's Pizza Faces Headwinds with Challenging Q4 Expectations, Analyst Notes

Mixed industry signals and tougher comparisons cloud outlook ahead of Domino's fourth-quarter earnings

Shares of Domino's Pizza Inc (NASDAQ:DPZ) declined amid concerns raised by Guggenheim analyst Gregory Francfort, who lowered his price target and fore...

Jan 28, 2026 Finance

Coinbase and Crypto ISAC Fortify Industry Cybersecurity Through Expanded Threat Intelligence Sharing

Automated integration aims to enhance rapid threat detection and response within the evolving crypto ecosystem

In response to escalating cyber threats and increasing fusion between cryptocurrency and traditional finance, Coinbase Global Inc. and Crypto ISAC hav...

Jan 28, 2026 Finance

Seagate's Earnings Surge Propels Memory Stocks Amid Intensifying Storage Crunch

AI-Driven Demand Tightens Supply and Boosts Pricing Power for Leading Storage Providers

Shares of major memory and storage companies experienced significant gains following Seagate Technology's impressive earnings report, highlighting the...

Jan 28, 2026 Trade Ideas

F.N.B. (FNB) — Cheap, Profitable Regional Bank Riding Loan Growth and Stable Dividends

Under-the-radar Southeast franchise trading below book with mid-single-digit ROE uplift potential - actionable long trade.

F.N.B. Corp is a mid-size regional bank that is converting a steady loan book, recurring noninterest income, and a reliable dividend into consistent e...

Trade Idea Long
Blockchain Innovator Ripple Aims to Reshape Global Financial Infrastructure
Jan 28, 2026 Finance

Blockchain Innovator Ripple Aims to Reshape Global Financial Infrastructure

As AI investment fever spreads, Ripple's blockchain solutions for institutional finance offer a compelling alternative opportunity

While artificial intelligence captures substantial investor attention, Ripple is advancing blockchain technology to revolutionize the global financial...

Jan 28, 2026 Trade Ideas

Buy Cipher Mining (CIFR) — Demand For Capacity and Balance Sheet Firepower Back Growth

Q3 momentum, a large Ohio site purchase and a fortified balance sheet make CIFR a tactical buy with defined risk controls.

Cipher Mining reported accelerating revenue in Q3 2025, strong gross margins and a huge financing inflow that materially expands its capacity war-ches...

Trade Idea Long