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

Florida Legislature Advances Proposal to Rename Palm Beach Airport After Donald Trump
Jan 27, 2026 Business News

Florida Legislature Advances Proposal to Rename Palm Beach Airport After Donald Trump

Bipartisan Committee Support Moves Bill Forward Despite Concerns Over Costs and Security

Florida lawmakers are progressing with legislation to rename Palm Beach International Airport in honor of former President Donald Trump. The Florida S...

Jan 27, 2026 Finance

Commvault Systems Reports Solid Q3 Growth Amid Stock Price Pressure

Strong revenue growth and expanded Google Cloud partnership shape Q3 results, yet stock performance remains under pressure

Commvault Systems Inc. posted 19% year-over-year revenue growth in its third quarter ending December 31, 2025, driven by substantial gains in subscrip...

Jan 27, 2026 Finance

Trump Defends U.S. Dollar Amid Decline to Four-Year Low, Highlights Currency Practices in China and Japan

President Trump maintains confidence in the dollar's status despite notable depreciation, emphasizing international currency competition

President Donald Trump dismissed concerns over the declining U.S. Dollar, asserting the currency is "doing great" despite reaching a four-year low aga...

Jan 27, 2026 Trade Ideas

TSMC Powers the AI Boom - But the Price is Outpacing the Fundamentals

Dominant foundry, essential to AI chips — attractive business, dangerous valuation. This is a tactical short/swing trade.

Taiwan Semiconductor (TSM) is the indispensable backbone of modern AI chips: ~70% foundry share in 2025, a monster reported top line in the 01/15/2026...

Trade Idea Short
Jan 27, 2026 Finance

Berkshire Hathaway Expands Role in Tesla's Electric Truck Ecosystem With Nationwide Charging Network

While Warren Buffett's investment firm avoids Tesla stock, its Pilot Travel Centers are set to bolster the Tesla Semi's infrastructure across critical U.S. corridors

In a significant operational collaboration, Pilot Travel Centers, owned by Berkshire Hathaway, is teaming up with Tesla to deploy charging stations fo...

Jan 27, 2026 Finance

Seagate Surpasses Q2 Financial Projections with Strong Earnings and Revenue Growth

Robust Data Center Demand Supports Seagate's Outperformance and Positive Q3 Outlook

Seagate Technology Holdings reported second-quarter earnings that outpaced market expectations, delivering $3.11 per share against a forecast of $2.81...

Jan 27, 2026 Trade Ideas

BlackRock After the Print - Solid Cash Engine, But Buyers Should Wait for a Pullback

Management’s latest numbers keep BLK in neutral territory — income power and dividends are strong, but valuation and flow sensitivity argue for a Hold.

BlackRock reported resilient revenue and an earnings beat heading into Jan 2026, backed by $14.041 trillion in AUM and a steady dividend. The business...

Trade Idea Neutral
Jan 27, 2026 Finance

BiomX Sees Significant Investor Entry Driving Stock Surge

Pyu Pyu Capital's Nearly 20% Stake Sparks Renewed Market Interest in PHGE

Shares of BiomX Inc (PHGE) experienced a substantial increase following a 13D regulatory filing revealing Pyu Pyu Capital's acquisition of a nearly 20...

Jan 27, 2026 Finance

Texas Instruments Forecasts Solid Q4 Revenue: Analyst Revisions Signal Mixed Sentiment Ahead of Earnings

Leading analysts adjust price targets and ratings for Texas Instruments as the company approaches its fourth-quarter earnings announcement

Texas Instruments Incorporated is set to announce its Q4 earnings, with expectations of a slight increase in earnings per share and a notable revenue ...

US TikTok Launch Marred by Service Disruptions and Censorship Suspicions
Jan 27, 2026 Business News

US TikTok Launch Marred by Service Disruptions and Censorship Suspicions

New American-controlled TikTok faces technical setbacks amid allegations of content suppression

The recently established US-based TikTok entity, formed under a consortium of American investors aligned with former President Donald Trump, has encou...