Avery Klein

XPeng as an AI-First Mobility Play: Buy the Repricing Around $20

Long thesis: Own XPeng (XPEV) for its software, fleet data and robotaxi optionality — trade with discipline.

XPeng is no longer just an EV maker. With >190,000 vehicles sold in 2024 and a growing stack of autonomous and cockpit software, the equity looks attr...

Booz Allen Hamilton Reports Fiscal Q3 Earnings Beat and Records Backlog Expansion

Defense Consultancy Boosts Dividend Amid Mixed Revenue and Workforce Trends

Booz Allen Hamilton Holding Corporation delivered fiscal third-quarter adjusted earnings per share surpassing analyst predictions despite a revenue de...

Ray Dalio Outlines Quintessential Drivers of Market Cycles Over Half a Millennium

Five Core Forces Including Debt, Politics, Nature, and Technology Define Economic Patterns Recurring Like Cinematic Narratives

Ray Dalio, founder of the world’s largest hedge fund Bridgewater Associates, examined enduring patterns shaping market cycles over 500 years. He ide...

EXL: AI Momentum Is Real — Buy a Tight Swing, But Respect Execution Risk

ExlService’s analytics + GenAI push is producing steady results; the market is underappreciating margin and cash-flow upside

ExlService (EXLS) is showing steady revenue growth, expanding margins, and strong operating cash flow as it doubles down on analytics and GenAI partne...

Nvidia's AI Chip Demand in China Drives Supply Tightness and Premium Pricing

Strong Appetite for Nvidia’s H200 Chips in China Faces Regulatory and Capacity Hurdles

Despite regulatory challenges and supply constraints, Nvidia's advanced AI chips, particularly the H200 model, continue to witness robust demand in Ch...

Intel Maintains Cautious Approach on Chip Manufacturing Expansion Amid AI Market Growth

Despite the surge in AI demand, Intel opts for measured capacity growth focusing on efficiency and customer commitments rather than rapid buildout.

Intel Corporation has indicated it will refrain from hastening its chip production capacity expansion in the absence of firm customer commitments. Thi...

Elon Musk Projects Tesla’s Humanoid Robot Launch for Next Year While Signaling Regulatory Advances in Autonomous Driving

Tesla’s Optimus Robot Set For 2025 Market Entry; Gene Munster Notes Modest Investor Optimism Amid Ongoing Challenges

At the World Economic Forum in Davos, Elon Musk announced the potential commercial release of Tesla’s humanoid robot, Optimus, by next year, alongsi...

TikTok's US Ownership Transition Completed Ahead of Regulatory Deadline

New Joint Venture Formed to Address National Security Concerns with Majority American Control

The acquisition of TikTok's US assets by a newly established majority American joint venture has been finalized, meeting the deadline imposed by forme...

Bitcoin Struggles to Regain $90,000 Amid Mixed Crypto Market Signals

Ethereum, XRP, and Dogecoin Recover Losses While Bitcoin Faces Resistance Below Key Threshold

Bitcoin concluded a three-day decline with a modest recovery of approximately 2%, yet it remains unable to surpass the critical $90,000 marker. Amid t...

Chicago Jury Acquits Man in Snapchat Bounty Case Involving Border Patrol Official

Juan Espinoza Martinez found not guilty of murder-for-hire amid federal immigration enforcement tensions

In a federal trial centered on a Snapchat message allegedly offering $10,000 to harm a senior Border Patrol agent, a Chicago carpenter was acquitted a...