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 15, 2026 Finance

Rio Tinto and BHP Explore Joint Pilbara Iron Ore Extraction Project

Up to 200 Million Tonnes of Ore Could Be Developed Through Collaboration on Neighboring Assets

Rio Tinto Plc and BHP Group Limited are advancing collaboration on iron ore extraction in Australia's Pilbara region. Through two non-binding memorand...

Jan 15, 2026 Finance

Keurig Dr Pepper and JDE Peet’s Unveil Strategic Merger Moves: What Investors Should Know

Kodiak BidCo launches cash offer for JDE Peet’s shares, prompting KDP’s planned corporate split

Keurig Dr Pepper Inc. and JDE Peet’s N.V. jointly announced the initiation of a cash acquisition proposal by Kodiak BidCo B.V. targeting all outstan...

Wikipedia Engages Leading AI Firms in New Licensing Agreements 25 Years On
Jan 15, 2026 News & Politics

Wikipedia Engages Leading AI Firms in New Licensing Agreements 25 Years On

Amid evolving digital landscape, Wikimedia Foundation formalizes arrangements with major AI companies to sustainably manage content access

On its 25th anniversary, Wikipedia announced new agreements with significant artificial intelligence companies including Amazon, Microsoft, and Meta P...

Healthcare Policy Stalemate Returns as Subsidy Deadlines Loom
Jan 15, 2026 News & Politics

Healthcare Policy Stalemate Returns as Subsidy Deadlines Loom

Ongoing political deadlock and legislative challenges highlight persistent divisions in U.S. healthcare reform debates

Healthcare policy debates in the United States have resurfaced amid rising costs following the expiration of Affordable Care Act (ACA) subsidies. This...

State-Level Immigration Policy Clashes Intensify Following Fatal ICE Shooting
Jan 15, 2026 News & Politics

State-Level Immigration Policy Clashes Intensify Following Fatal ICE Shooting

Democratic proposals to limit federal immigration enforcement face Republican countermeasures amid national debate

In the wake of Renee Good's death during a Minneapolis protest, Democrat-led states have advanced legislative efforts to restrict federal immigration ...

Jan 14, 2026 Trade Ideas

Buying the Voice: A Tactical Long on SoundHound AI (SOUN) Amid Growth and Volatility

Voice-first AI with accelerating enterprise traction, healthy liquidity, and headline-driven swings - trade it with conviction and tight risk control.

SoundHound AI is trading at a post-rally entry point that still offers asymmetric upside if its voice-AI products - Smart Answering, Dynamic Drive-Thr...

Trade Idea Long
California Governor Blocks Louisiana's Effort to Extradite Physician Over Abortion Medication
Jan 14, 2026 News & Politics

California Governor Blocks Louisiana's Effort to Extradite Physician Over Abortion Medication

Governor Newsom invokes executive order preventing interstate prosecution aid relating to reproductive healthcare

California Governor Gavin Newsom has refused Louisiana's request to extradite a San Francisco Bay Area doctor accused of sending abortion-inducing dru...

Jan 14, 2026 Trade Ideas

Duolingo: Reset Cleared, Price Too — Fair Value Now With Rebound Optionality

Post-bookings reset, fundamentals look intact; buy for a swing recovery with defined risk controls.

After a painful re-pricing in 2025 driven by a bookings reset and a guidance shock, Duolingo now trades at a valuation that implies low growth. The un...

Trade Idea Long
Jan 14, 2026 Trade Ideas

Broadcom: Buy the AI Chip Cash Machine While the Market Hesitates

Actionable trade: enter the pullback, ride hyperscaler AI orders and cash generation back above prior highs

Broadcom is the stealth cash king of the AI infrastructure cycle. Strong Q3 FY2025 results (revenue $15.95B, operating cash flow $7.17B) and a growing...

Trade Idea Long
Elon Musk’s Grok Chatbot Adjusts Image Generation Protocols Following Widespread Criticism
Jan 14, 2026 Business News

Elon Musk’s Grok Chatbot Adjusts Image Generation Protocols Following Widespread Criticism

xAI implements restrictions amid concerns over inappropriate image content produced by Grok

In response to significant public backlash over the Grok AI chatbot's compliance with user demands to create digitally altered images of undressed adu...