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 Finance

Microsoft's Upcoming Earnings Spotlight AI Partnerships and Market Expectations

Q2 report centers on revenue targets, Azure growth, and analyst outlook amid recent AI collaboration

Microsoft Corporation is preparing to release its second-quarter earnings report, with significant attention on its recent AI partnership with Richtec...

Jan 28, 2026 Finance

Bitcoin Approaches $90,000 Amid Broader Cryptocurrency Gains Preceding FOMC Meeting

Ethereum, XRP, and Dogecoin Make Notable Advances as Investors Eye Macroeconomic Signals

Bitcoin is nearing the $90,000 mark driven by optimism for liquidity support in the macroeconomic environment. Despite significant outflows from Bitco...

Jan 28, 2026 Finance

Semiconductor Sector Gains Momentum on Strong Earnings and Positive Guidance from Texas Instruments and ASML

Robust quarterly performances and supportive outlooks from industry leaders invigorate chip stocks, buoyed by AI-related developments

The semiconductor market witnessed notable gains amid encouraging quarterly results from ASML Holding NV and Texas Instruments Inc. Despite a slight r...

Jan 28, 2026 Trade Ideas

Pagaya (PGY): Cash-Generating AI-Fintech — A Tactical Long with Asymmetric Upside

Revenue momentum, positive operating cash flow and a sub-1.5x P/S create a risk-reward skew for patient swing/position buyers.

Pagaya has moved from growth-at-all-costs to a clearer profit and cash-flow profile while maintaining revenue acceleration. With an implied market cap...

Trade Idea Long
Evening Activity Patterns and Cardiovascular Health: An Extensive Analysis
Jan 28, 2026 News & Politics

Evening Activity Patterns and Cardiovascular Health: An Extensive Analysis

Research Links Night Owl Tendencies With Increased Cardiac Risks and Lower Overall Cardiovascular Well-being

A comprehensive study involving over 300,000 participants reveals that individuals who are more mentally and physically active during the late evening...

Jan 28, 2026 Trade Ideas

Rekor Systems: Small-Cap AI Play at an Operational Inflection - Tactical Long Idea

Sequential revenue gains and narrower operating losses set up a defined swing trade with asymmetric upside vs. capital at risk.

Rekor (REKR) is a tiny, under-followed provider of AI-driven roadway intelligence. Recent quarterly results show sequential revenue acceleration (Q1->...

Trade Idea Long
Jan 28, 2026 Finance

Allegations Surface Over Meta CEO's Stance on AI Chatbot Safety for Adolescents

Internal Documents Reveal Safety Concerns and Leadership Decisions on AI Chatbots Targeting Teen Users

Legal filings reveal that Meta's internal teams raised multiple safety concerns about AI chatbots interacting with minors, highlighting potential risk...

Jan 28, 2026 Finance

Anthropic CEO Urges Strict U.S. Controls on AI Chip Exports to China, Highlights Risks of Unchecked AI Development

Dario Amodei warns of geopolitical and domestic consequences from inadequate regulation and unrestricted semiconductor supply to authoritarian regimes

Anthropic CEO Dario Amodei has issued a forceful appeal to U.S. policymakers to implement a comprehensive cutoff of semiconductor exports to authorita...

Jan 28, 2026 Finance

Lantronix Shares Soar Following Strategic Partnership Announcement with Safe Pro Group

Collaboration Targets Advanced AI-Powered Drone Technologies for Defense and Commercial Markets

Lantronix Inc. experienced a significant surge in its stock price after announcing new partnership agreements with Safe Pro Group Inc. The collaborati...

Senate Demands Overhaul of Immigration Enforcement Ahead of Homeland Security Funding Vote
Jan 27, 2026 Business News

Senate Demands Overhaul of Immigration Enforcement Ahead of Homeland Security Funding Vote

Senate Democrats, led by Minority Leader Chuck Schumer, Condition DHS Budget Approval on Reforms Following Fatal ICE Shootings in Minneapolis

Senate Minority Leader Chuck Schumer has declared that Senate Democrats will withhold approval of the Department of Homeland Security's budget unless ...