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 22, 2026 Trade Ideas

Klarna: BNPL Moat Intact After IPO Pain - Initiate Buy with Legal Risk Premium

Two-sided network, merchant pull and low-cost credit distribution justify a tactical long - size carefully around legal overhang

Klarna (KLAR) is the largest pure-play BNPL lender and a nascent neobank with a powerful merchant-facing brand. The stock has retraced sharply since i...

Trade Idea Long
Jan 22, 2026 Finance

Eagle Bancorp Outperforms Expectations in Q4; Multiple Major Stocks See Notable Gains on Market Rally

Strong quarterly results from Eagle Bancorp ignite a broad upswing among several prominent stocks during Thursday's trading session

The U.S. stock market experienced notable gains on Thursday, led by a 200-point rise in the Dow Jones Industrial Average. Among the top performers was...

France Detains Suspected Russian Oil Tanker in Mediterranean with UK Aid
Jan 22, 2026 News & Politics

France Detains Suspected Russian Oil Tanker in Mediterranean with UK Aid

Efforts intensify against Russia’s shadow fleet circumventing sanctions amid ongoing conflict with Ukraine

France’s naval forces, leveraging intelligence shared by the United Kingdom, intercepted an oil tanker operating under a false flag in the Mediterra...

Jan 22, 2026 Finance

Cycurion Moves to Acquire Kustom Entertainment's Video Division in Multi-Million Dollar Deal

Transaction combines cybersecurity and mobile video surveillance technology portfolios, aiming to enhance growth and recurring revenue

Cycurion, Inc. has agreed to acquire the video-solutions segment of Kustom Entertainment, a provider of mobile video surveillance technologies. The de...

Jan 22, 2026 Finance

Materials Sector Dividend Stocks Under the Microscope from Top-Rated Analysts

High-Yield Stocks LyondellBasell, SunCoke Energy, and Sonoco Products Receive Mixed Analyst Ratings and Price Target Updates

In periods of market instability, dividend-paying stocks attract investor attention due to their reliable cash flow generation. This analysis highligh...

Jan 22, 2026 Finance

Senate Postpones Crypto Market Bill Amid Housing Policy Shift and Industry Disputes

Legislative Delay Raises Questions on Timing and Support for U.S. Digital Asset Regulation

The Senate Banking Committee has deferred action on its proposed cryptocurrency market regulation until late February or March. This postponement foll...

Jan 22, 2026 Finance

Wall Street Analysts Adjust Price Targets Across Key Technology and Consumer Stocks

Notable Upgrades Signal Shifting Investor Sentiment Amid Varied Valuation Moves

Several influential Wall Street analysts have recently updated their outlooks on notable public companies, affecting price targets and ratings across ...

Jan 22, 2026 Finance

Alibaba Advances Plans for T-Head IPO Amid Intensifying AI Chip Competition

Chinese Tech Giants Pivot to Domestic AI Hardware to Counter Export Restrictions

Alibaba Group Holding Ltd. saw its stock price rise significantly following disclosures that the company is progressing toward an initial public offer...

Jan 22, 2026 Finance

Lyft's Freenow Enhances Ride-Hailing Security Through Integration of Ericsson Subsidiary's Authentication Technology

Vonage's Silent Authentication deployed in U.S. to counter digital fraud in mobility services without compromising user experience

Freenow by Lyft has adopted Vonage's Silent Authentication technology, developed by Ericsson's communications subsidiary, to bolster user verification...

Jan 22, 2026 Finance

GE Aerospace Approaches Q4 Earnings Release Amidst Strong Analyst Confidence and New Delta Air Lines Deal

Wall Street’s top analysts maintain bullish outlook with updated price targets following recent commercial aviation contract

GE Aerospace is set to announce its fourth-quarter earnings, with analysts forecasting increased earnings per share and higher revenue compared to the...