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

Nancy Pelosi to Back Jack Schlossberg in Competitive NYC Congressional Race
Feb 8, 2026 Business News

Nancy Pelosi to Back Jack Schlossberg in Competitive NYC Congressional Race

Former House Speaker Endorses JFK’s Grandson in Democratic Primary for New York’s 12th District

Nancy Pelosi, prominent Democratic leader and former Speaker of the House, is poised to endorse Jack Schlossberg, grandson of John F. Kennedy, in his ...

Trump Shifts Stance to Support Nexstar’s $6.2 Billion Acquisition of Tegna
Feb 7, 2026 News & Politics

Trump Shifts Stance to Support Nexstar’s $6.2 Billion Acquisition of Tegna

President endorses broadcast media consolidation amid regulatory changes

President Donald Trump has publicly reversed his position on Nexstar Media Group's proposed $6.2 billion acquisition of broadcast firm Tegna, emphasiz...

Feb 7, 2026 Trade Ideas

Millicom (TIGO) - Buy the Colombia Consolidation, Sell the Uncertainty: Infrastructure Re-rate Trade

Colombia deal-making gives Millicom a path to cash-generative scale, dividend support and an infrastructure multiple re-rating - tactical long with structured risk management.

Millicom's recent wins in Colombia (UNE / ColTel) plus Teleff3nica Ecuador and Uruguay add scale to its fastest-growth market and create a clear path...

Trade Idea Long
Feb 7, 2026 Finance

NFL Considers Expanding Live Game Broadcasts to Streaming Services Amid $100 Million YouTube Agreement

League explores media partnerships beyond traditional broadcasters as international game coverage grows

The NFL is actively exploring opportunities to license live game broadcasting rights to streaming and non-traditional media companies. Following a sig...

Los Angeles Mayor Karen Bass Faces Tough Reelection Amid Wildfire Aftermath and City Challenges
Feb 6, 2026 News & Politics

Los Angeles Mayor Karen Bass Faces Tough Reelection Amid Wildfire Aftermath and City Challenges

Rising dissatisfaction over wildfire recovery, homelessness, and city services shapes a competitive 2026 mayoral primary

Los Angeles Mayor Karen Bass is confronting a difficult reelection campaign amid continuing public dissatisfaction stemming from last year's destructi...

Energy Shortages Deepen in Cuba as U.S. Sanctions Curtail Oil Imports
Feb 6, 2026 News & Politics

Energy Shortages Deepen in Cuba as U.S. Sanctions Curtail Oil Imports

Cuba faces intensified transportation and economic disruptions amid tightening U.S. restrictions on oil shipments

Cuba is experiencing escalating energy shortages following U.S. measures to block oil supplies to the island. The crackdown has disrupted transportati...

Evaluating The Transition From Retirement Saving To Strategic Spending At 53 With $2.45 Million
Feb 6, 2026 Business News

Evaluating The Transition From Retirement Saving To Strategic Spending At 53 With $2.45 Million

Navigating tax strategies and liquidity considerations is essential for high-net-worth individuals nearing retirement to build durable financial plans.

A 53-year-old individual with approximately $2.45 million in assets faces a common crossroads: determining when to cease retirement contributions and ...

Feb 6, 2026 Finance

Centene Faces Market Pressure Amid Membership Decline and Mixed Fiscal Outlook

Healthcare insurer reports Q4 losses despite revenue gains, forecasting moderate EPS growth in 2026

Centene Corporation's shares experienced a notable decline following its fourth-quarter 2025 earnings report, which featured a loss per share yet exce...

Feb 6, 2026 Finance

O'Reilly Automotive Revises Financial Outlook Following Fourth Quarter Results

Mixed Q4 Earnings and Moderate Adjustments to 2026 Projections Prompt Cautious Analyst Responses

O'Reilly Automotive delivered Q4 earnings slightly below estimates and sales surpassing projections. The company's updated full-year 2026 guidance ind...

Evaluating Potential Rebounds: XRP and Solana in the Current Crypto Landscape
Feb 6, 2026 Finance

Evaluating Potential Rebounds: XRP and Solana in the Current Crypto Landscape

An in-depth look at why two prominent altcoins may offer investment appeal amid market volatility

The cryptocurrency sector, beyond Bitcoin, has encountered significant obstacles in the previous year due to macroeconomic pressures and regulatory ch...