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 26, 2026 Trade Ideas

Salesforce: Growth Has Slowed, But Fundamentals and Cash Flow Make Current Price a Buying Opportunity

Revenue growth decelerating, but margins, cash generation and a clean balance sheet imply upside at current prices around $229

Salesforce's top-line growth is moderating (Q2 FY2026 revenue +9.8% YoY), but profitability and cash flow remain healthy (Q2 operating income $2.332B;...

Trade Idea Long
Social Media Titans Face Landmark Trial Over Youth Mental Health Allegations
Jan 26, 2026 Business News

Social Media Titans Face Landmark Trial Over Youth Mental Health Allegations

Meta, TikTok, and YouTube Defend Against Claims of Addiction and Harm to Young Users

A groundbreaking trial commencing in Los Angeles will hold social media behemoths Meta, TikTok, and YouTube accountable for alleged designs that foste...

Jan 26, 2026 Finance

Eisman Flags Economic and Market Risks from Trump’s Greenland Initiative

Investor Warns of Rare Earth Mineral Conflict and Trade Tensions Impacting Market Stability

Steve Eisman highlights growing economic risks tied to President Trump's Greenland acquisition efforts, emphasizing the strategic battle over rare ear...

Strategies to Avert Social Security Benefit Reductions Amid Financial Challenges
Jan 26, 2026 Business News

Strategies to Avert Social Security Benefit Reductions Amid Financial Challenges

Exploring Potential Reforms to Sustain the Social Security Trust Fund Through 2033 and Beyond

Social Security faces looming financial difficulties due to rising costs outpacing revenue, primarily because of demographic changes such as an aging ...

Timberwolves and Warriors Play Amidst Community Grief Over Federal Shooting
Jan 25, 2026 News & Politics

Timberwolves and Warriors Play Amidst Community Grief Over Federal Shooting

Minneapolis Basketball Teams and Fans Grapple with Impact of Recent Fatal Shooting During Immigration Enforcement Operation

Following the tragic shooting of Alex Pretti by a federal officer in Minneapolis, the Minnesota Timberwolves and Golden State Warriors resumed their p...

Why Savings, Not Net Worth, Should Anchor Your Retirement Planning
Jan 25, 2026 Business News

Why Savings, Not Net Worth, Should Anchor Your Retirement Planning

Examining the Limitations of Net Worth as an Indicator of Financial Preparedness for Retirement

Retirement readiness hinges more critically on accessible savings than the broader measure of net worth. While net worth aggregates assets minus liabi...

Jan 25, 2026 Finance

Retail Sector Contraction Signals End of Physical Store Expansion Era

Store Closures Mount Across Categories as Industry Adapts to Changing Consumer Preferences and Market Realities

The U.S. retail landscape is undergoing significant contraction with over 8,000 chain store closures reported in 2025, marking a record annual high an...

Boosting Health Savings Account Returns in 2026: Strategies for Optimal Growth
Jan 25, 2026 Business News

Boosting Health Savings Account Returns in 2026: Strategies for Optimal Growth

Key Approaches to Enhance Your HSA Investment Performance and Maximize Tax Advantages

Health Savings Accounts (HSAs) provide significant tax benefits including tax-free contributions, growth, and withdrawals when used for qualified medi...

US Defense Strategy Shifts Focus to Homeland and Western Hemisphere Security
Jan 25, 2026 Business News

US Defense Strategy Shifts Focus to Homeland and Western Hemisphere Security

Pentagon's New Framework Deprioritizes China as Primary Adversary in Favor of Regional Influence and Alliance Strengthening

The Department of Defense under the Trump administration has introduced a revised National Defense Strategy that reorients U.S. defense priorities. Th...

Jan 25, 2026 Finance

Key Political Developments This Week: Greenland's Strategic Debate, Danish Treasury Moves, and Crypto Resistance

Examining recent political maneuvers and financial actions shaping U.S. security and global economic relations

This week brought forward critical political discussions and financial decisions affecting national security and global markets. Senator Ted Cruz reig...