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 27, 2026 Finance

Tencent Expands Cloud Infrastructure to Meet Middle East AI Demand

Chinese tech giant targets new data centers across the Gulf amid regional surge in cloud adoption

Tencent Holdings Ltd. is bolstering its global cloud infrastructure footprint by actively looking to establish new data centers in the Middle East. Th...

Jan 27, 2026 Trade Ideas

Dyne Therapeutics: 2026 Milestones and Capital Strength Support a Tactical Long

Well-funded antisense platform, improving cash burn and pending clinical catalysts make DYN a high-risk, high-reward trade into 2026.

Dyne Therapeutics finished 3Q2025 with a strengthened balance sheet after multiple financings and an improving cash burn trajectory. The company is ad...

Trade Idea Long
Jan 27, 2026 Finance

Micron Commits $24 Billion to Expand Cutting-Edge Memory Chip Manufacturing in Singapore

Significant Investment Targets AI-Induced Demand Surge in High-Bandwidth Memory Production

Micron Technology is advancing its manufacturing capabilities with a nearly $24 billion investment in a new wafer fabrication facility at its Singapor...

Jan 26, 2026 Trade Ideas

Angi Is Turning the Corner - Profitability Restored, Demand Could Follow

Operational fixes show up in the numbers; low valuation and positive cash flow make a tactical long with clear risk controls.

Angi's recent quarters show the company finally translating traffic into positive operating income and free cash flow. With Ads & Leads still the prim...

Trade Idea Long
Republicans Challenge New York Congressional Map Ruling in Court
Jan 26, 2026 News & Politics

Republicans Challenge New York Congressional Map Ruling in Court

Legal dispute over Staten Island and Brooklyn district redistricting may influence congressional control

Republicans have filed an appeal against a judicial decision that invalidated the congressional district lines for New York City's sole GOP-held House...

Jan 26, 2026 Finance

Agilysys Reports Third Quarter Revenue Growth Despite Earnings Shortfall

Market Reacts to Earnings Per Share Below Expectations

Agilysys Inc. reported third quarter financial results featuring a year-over-year increase in revenue, setting a new quarterly record. However, its ea...

Tom Homan to Visit Minneapolis Amid Controversy Over Immigration Enforcement and Related Violence
Jan 26, 2026 News & Politics

Tom Homan to Visit Minneapolis Amid Controversy Over Immigration Enforcement and Related Violence

Former ICE Leader’s Trip Aligns with Rising Demands for Investigations into Immigration Tactics Post-Tragic Shooting

Following the fatal shooting of an ICU nurse in Minneapolis, President Donald Trump has announced that Tom Homan, his designated border czar and forme...

Greek Archaeological Site Yields World's Oldest Known Wooden Tools
Jan 26, 2026 News & Politics

Greek Archaeological Site Yields World's Oldest Known Wooden Tools

Artifacts estimated at 430,000 years old offer unique insights into early human technology

Researchers have discovered two remarkably preserved wooden tools along the shores of a lake in Greece, marking them as the oldest wooden implements f...

Snow's Dual Role: Protecting Soil and Threatening Trees in Winter
Jan 26, 2026 News & Politics

Snow's Dual Role: Protecting Soil and Threatening Trees in Winter

Balancing the benefits of snow cover with the risks to evergreens and landscaping

Snow acts as an insulating layer for garden soils during winter, safeguarding roots and enhancing moisture and nutrient availability as it melts. Howe...

Jan 26, 2026 Finance

Hycroft Mining Shares Advance Amid Silver's Historic Surge

Nevada-based gold and silver developer benefits from record silver prices and market dynamics

Hycroft Mining Holding Corporation’s stock experienced a significant rise coinciding with silver reaching unprecedented price levels, influenced by ...