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

Danish PM Warns US Acquisition of Greenland Could Dismantle NATO
Jan 5, 2026 News & Politics

Danish PM Warns US Acquisition of Greenland Could Dismantle NATO

Tensions Rise Over Arctic Territory Amid US Strategic Interests Following Venezuelan Operation

Danish Prime Minister Mette Frederiksen has declared that a US takeover of Greenland would effectively dismantle the NATO alliance. These statements f...

Jan 5, 2026 Finance

Innodata Shares Climb Following Significant Upgrade by BWS Financial

BWS Financial elevates Innodata to Top Pick with projected substantial upside amid evolving AI data services market

Innodata Inc. (NASDAQ:INOD) experienced a notable rise in its share price on Monday after BWS Financial raised its rating from Buy to Top Pick. The fi...

US Revises Child Vaccine Recommendations, Raising Concerns Among Health Experts
Jan 5, 2026 News & Politics

US Revises Child Vaccine Recommendations, Raising Concerns Among Health Experts

Federal Health Authorities Reduce Mandatory Childhood Vaccinations Amid Calls for Increased Trust in Public Health Guidance

The United States government has significantly reduced the number of vaccines it officially recommends for children, a move intended to align the coun...

Jan 5, 2026 Trade Ideas

Axon (AXON) - Buy the AI-Driven Moat, Manage the Near-Term Margin Noise

Position trade: AI rollouts and recurring software economics justify a constructive stance; watch tariffs and integration risk.

Axon is executing an AI-forward strategy inside a durable public-safety ecosystem. Recent quarters show strong top-line growth (Q3 FY2025 revenue $710...

Trade Idea Long
Jan 5, 2026 Finance

US Markets Advance With Gains Led by Dow; Select Stock Movements Highlight Trading Day

Dow Jones Climbs Over 250 Points Amid Sector Variability and Biotech FDA Update

On Monday, U.S. equity markets experienced gains with the Dow Jones Industrial Average rising more than 250 points. Major indexes including the NASDAQ...

Navigating Stock Market Investments in 2026: Warren Buffett's Enduring Guidance
Jan 5, 2026 Business News

Navigating Stock Market Investments in 2026: Warren Buffett's Enduring Guidance

Understanding when to embrace fear or greed amid market highs and uncertainties

As 2026 unfolds, investors grapple with market uncertainties fueled by concerns over an AI bubble burst and the continuation of bullish trends. Warren...

Jan 5, 2026 Finance

Bank of America Integrates Spot Bitcoin ETFs into Wealth Advisory Services

Final major U.S. bank endorses formal Bitcoin allocations for suitable clients amid growing institutional crypto access

Bank of America is expanding its wealth management offerings to include proactive recommendations of four spot Bitcoin ETFs starting January 5, aligni...

Wall Street Analysts Initiate Multiple Upgrades, Highlighting Key Tech and Energy Stocks
Jan 5, 2026 Business News

Wall Street Analysts Initiate Multiple Upgrades, Highlighting Key Tech and Energy Stocks

Analyst sentiment shifts favorably for ASML, Intel, CoreWeave, Enphase Energy, and IBM amidst fluctuating market conditions

Recent analyst updates reveal several positive rating changes on prominent stocks, including ASML Holding, Intel, CoreWeave, Enphase Energy, and IBM. ...

Jan 5, 2026 Finance

Dow Climbs Over 300 Points as Market Sentiment Holds Steady at Year's Start

Strong gains in key semiconductor stocks contrast with selective sector declines amid neutral fear and greed readings

On the inaugural trading day of 2026, U.S. equity markets showed resilience with the Dow Jones Industrial Average advancing by more than 300 points. D...

Jan 5, 2026 Trade Ideas

SoundHound AI: Small Starter, Big Optionality — My 2026 Watchlist Entry

Conversational AI with improving top-line but heavy spending - a tactical long for disciplined risk-takers

SoundHound AI (SOUN) is an application-layer voice AI pure play showing strong revenue acceleration and rising gross margins, but operating losses and...

Trade Idea Long