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 Finance

Greenland Framework Agreement Eases Trade Tensions, Supporting Market Rally

Removal of EU Tariff Threat Sparks Positive Momentum in Value and Energy Sectors Amid Broad Market Recovery

An agreement referred to as a "framework" deal concerning Greenland has prompted President Donald Trump to withdraw proposed 10% tariffs on the Europe...

Jan 22, 2026 Finance

Intel Prepares to Disclose Q4 Results Amid Speculation on Earnings Call Content

Market Analysts Eye Expected Discussion Topics and Anticipate Cautious Corporate Messaging

As Intel Corporation approaches its fourth-quarter earnings release scheduled post-market close on Thursday, financial markets are actively betting on...

Senator Sanders Criticizes President Trump’s Greenland Proposal as Emotional and Unrelated to Foreign Policy
Jan 21, 2026 Business News

Senator Sanders Criticizes President Trump’s Greenland Proposal as Emotional and Unrelated to Foreign Policy

Accusations of Narcissism and Spoiled Behavior Surface Amid Controversial US Push to Acquire Greenland

Senator Bernie Sanders has sharply criticized President Donald Trump’s efforts to acquire Greenland, characterizing the president’s approach as im...

Key 401(k) Updates Affecting Savers Over 50 in 2026
Jan 21, 2026 Business News

Key 401(k) Updates Affecting Savers Over 50 in 2026

Understanding new contribution limits and restrictions to optimize retirement savings

As individuals enter their 50s, they approach a crucial stage to bolster their retirement savings. Recent updates to 401(k) catch-up contribution rule...

House Approves Measure to Lift Mining Restrictions Near Minnesota Wilderness
Jan 21, 2026 News & Politics

House Approves Measure to Lift Mining Restrictions Near Minnesota Wilderness

Legislative Action Advances to Senate Amid Debate Over Environmental Protection and Mineral Resource Development

The U.S. House of Representatives has passed a resolution aimed at overturning a two-decade mining prohibition established near Minnesota's Boundary W...

Jan 21, 2026 Trade Ideas

Micron’s Run Has Room to Run - Why the Memory Supercycle Is Not Peaking

Q1 strength + constrained supply and hyperscaler demand argue for more upside; trade the pullback with defined risk.

Micron's latest quarter (filed 12/18/2025) shows outsized profitability and cash generation driven by AI-driven DRAM demand. Balance sheet and free ca...

Trade Idea Long
Jan 21, 2026 Trade Ideas

Diana Shipping (DSX): Buy the M&A Momentum - Tactical Upgrade

After Genco's rebuff, the setup favors a constructive trade: M&A optionality, buybacks and modest yield at a cheap, tightly ranged stock.

Diana Shipping's unsolicited approach to Genco and ongoing capital-return actions make the name a tactical buy. The market is already marking the stoc...

Trade Idea Long
Jan 21, 2026 Finance

Moderna Shares Reach Yearly Peak Following Promising Cancer Therapy Trial Results

Strong Clinical Data and Technical Indicators Propel Moderna Stock, While Analysts Call for Caution

Moderna Inc. (NASDAQ:MRNA) has experienced a significant ascent in its stock price, driven by encouraging long-term data from a melanoma cancer therap...

CalPERS Shifts Private Equity Strategy Toward Growth and Venture Investments
Jan 21, 2026 Business News

CalPERS Shifts Private Equity Strategy Toward Growth and Venture Investments

California’s Largest Pension Fund Expands Growth Equity and Reduces Buyout Stakes Amid Strong Performance

The California Public Employees Retirement System (CalPERS), the largest public pension fund in the United States, is actively reshaping its private e...

Supreme Court Appears Poised to Uphold Fed Governor Lisa Cook Amid Dismissal Attempt
Jan 21, 2026 News & Politics

Supreme Court Appears Poised to Uphold Fed Governor Lisa Cook Amid Dismissal Attempt

Justices express doubts over President Trump's effort to remove Fed board member based on mortgage fraud allegations

The Supreme Court seems reluctant to endorse President Trump's unprecedented move to dismiss Federal Reserve Governor Lisa Cook, as the court question...