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 18, 2026 Finance

Michael Burry Raises Alarm Over Potential AI Market Bubble

Investor Draws Parallels to Historical Retail Failures Amidst Current AI Investment Surge

Michael Burry, known for his contrarian bets, cautions investors about an AI bubble that could mirror past market mistakes. He highlights significant ...

Jan 18, 2026 Trade Ideas

Ametek: Q3 Momentum, Clean Balance Sheet, and a Proven M&A/Compounder Playbook

Entry at ~$216, stop ~10% below, targets at +10% / +20% / +50%; fundamentals support a measured long.

Ametek reported a clear reacceleration in Q3 fiscal 2025 with 10.8% YoY revenue growth and margin expansion. The business generates strong operating c...

Trade Idea Long
Jan 17, 2026 Finance

Donald Trump Announces Intention to Sue JPMorgan Chase for Account Closures Post-January 6

Former President Alleges Politically Motivated 'Debanking' by Major Financial Institution

Donald Trump has declared plans to initiate legal proceedings against JPMorgan Chase, alleging wrongful closure of his bank accounts following the Jan...

White House Messaging Draws Criticism Amid Aggressive Immigration Enforcement
Jan 17, 2026 News & Politics

White House Messaging Draws Criticism Amid Aggressive Immigration Enforcement

Use of Nationalist Symbolism in Government Posts Highlights Controversy

Recent social media posts from various U.S. government agencies during an intensified immigration crackdown in Minneapolis have incorporated slogans a...

NASA's Massive New Lunar Rocket Moves to Launch Pad Ahead of February Crew Flight
Jan 17, 2026 News & Politics

NASA's Massive New Lunar Rocket Moves to Launch Pad Ahead of February Crew Flight

Preparations Underway for First Crewed Moon Mission in Over 50 Years with Artemis I Follow-up

NASA has transported its new Space Launch System (SLS) rocket, accompanied by the Orion crew capsule, to the launch platform as preparations intensify...

Jan 17, 2026 Trade Ideas

Baxter (BAX): Tactical Long — Restructuring Is Real, Debt Profile Improving, Dividend in Flux

Defensive, income-adjacent idea for the patient buyer — entry band, stops and 2 targets provided

Baxter has been through a heavy reset: divestitures and one-time items left headline volatility, but operating cash flow is positive, inventories are ...

Trade Idea Long
Critical Analysis of Two High-Volatility Cryptocurrencies Facing Significant Long-Term Risks
Jan 17, 2026 Finance

Critical Analysis of Two High-Volatility Cryptocurrencies Facing Significant Long-Term Risks

Evaluating the viability and investment risks of Shiba Inu and Bitcoin Cash in a volatile market environment

The cryptocurrency market continues to showcase both remarkable gains and underlying risks. While tokens like Bitcoin and Ethereum have rewarded patie...

Jan 17, 2026 Finance

Elon Musk and Ryanair CEO Clash Spurs Market Speculation on Acquisition Possibility

Ryanair and SpaceX Leaders’ Public Disagreement Over Starlink Fuels Speculation, Yet Predictive Markets Show Low Takeover Odds

The ongoing dispute between Elon Musk, CEO of Tesla and SpaceX, and Michael O’Leary, CEO of Ryanair, over the adoption of SpaceX’s Starlink satell...

Dogecoin Sees Significant Uptick Amid Proposed Senate Crypto Legislation
Jan 17, 2026 Finance

Dogecoin Sees Significant Uptick Amid Proposed Senate Crypto Legislation

New Senate Bill Draft Categorizes Dogecoin with Bitcoin, Sparking Price Rally

Dogecoin's price climbed approximately 8% on January 13, approaching $0.15, driven not by celebrity endorsements but by developments in a recent Senat...

FAA Issues Advisory for Caution in Eastern Pacific Airspace Amid Military Operations
Jan 16, 2026 News & Politics

FAA Issues Advisory for Caution in Eastern Pacific Airspace Amid Military Operations

Warnings issued for U.S. pilots over potential navigation disruptions and military activity near Latin America

The Federal Aviation Administration has alerted U.S. aircraft operators to remain vigilant while flying over the eastern Pacific Ocean adjacent to Mex...