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 5, 2026 Finance

Alibaba Deploys AI Tools to Boost Restaurant Marketing and Compete with Meituan

Innovative AI-driven 3D interior visualization aims to enhance merchant outreach in China's competitive dining sector

Alibaba Group Holding Ltd. is intensifying its application of artificial intelligence within its local services segment to fortify its position in the...

Federal Reserve Signals Potential Market Challenges Amid 2026 Midterm Election Climate
Jan 5, 2026 Finance

Federal Reserve Signals Potential Market Challenges Amid 2026 Midterm Election Climate

Elevated Valuations and Historical Patterns Suggest Caution for Investors in the Year Ahead

The S&P 500 has enjoyed robust gains through 2025, marking three consecutive years of double-digit returns. Despite this momentum, historical preceden...

Deposed Venezuelan Leader Nicolás Maduro Scheduled for U.S. Court Appearance on Drug Charges
Jan 5, 2026 News & Politics

Deposed Venezuelan Leader Nicolás Maduro Scheduled for U.S. Court Appearance on Drug Charges

Maduro's legal battle in the U.S. signals potential long-term judicial proceedings amid international political tensions

Nicolás Maduro, the former Venezuelan president, is set to make his initial court appearance in the United States in relation to drug trafficking acc...

Jan 5, 2026 Finance

Nvidia's Jensen Huang to Unveil Innovations at CES 2026 Keynote

Anticipated announcements to focus on AI advancements, next-gen GPUs, and evolving chip technologies

Nvidia CEO Jensen Huang is scheduled to present at the 2026 CES conference, sparking significant interest among investors and technology observers. Th...

Trial Commences for Officer Accused in Delayed Intervention During Uvalde School Shooting
Jan 5, 2026 News & Politics

Trial Commences for Officer Accused in Delayed Intervention During Uvalde School Shooting

Adrian Gonzales Faces Charges Over Response to 2022 Robb Elementary Attack

The trial of Adrian Gonzales, a former Uvalde schools police officer, began Monday in Corpus Christi, Texas. Gonzales faces 29 counts of child abandon...

Jan 4, 2026 Finance

Top Fund Manager Challenges Tesla's Market Valuation, Suggests Significant Overpricing

Valuation Breakdown Places Tesla's Fair Share Price at $80 Amid Comparisons with Robotics and EV Competitors

As Tesla's stock value continues to climb, a prominent former fund manager has expressed concerns that the market price is dramatically inflated compa...

Jan 4, 2026 Trade Ideas

Blackstone: Fee Engine Catching Up as the Deal Pipeline Reopens

A tactical long into BX as fee-bearing AUM scales, operating cash flow stays healthy and capital returns continue to support the yield

Blackstone sits at an inflection where its $906.2B of fee-earning AUM and scale across private equity, real estate and private credit are starting to ...

Trade Idea Long
Jan 4, 2026 Finance

Nvidia CEO Jensen Huang's Planned Taiwan Trip Signals Expansion Amid AI Chip Demand Surge

Taipei poised to host Nvidia headquarters as the company navigates supply chain challenges amid rising AI sector growth

Nvidia CEO Jensen Huang is scheduled to visit Taiwan in the near term, with intentions to officially unveil plans for a new Taipei-based headquarters....

Fatal Single-Vehicle Accident at Provincetown Airport Results in Pilot's Death
Jan 4, 2026 News & Politics

Fatal Single-Vehicle Accident at Provincetown Airport Results in Pilot's Death

A Cessna 172N crashed and ignited near Cape Cod, prompting response efforts and closure of the airfield

A single-engine Cessna 172N aircraft crashed at Provincetown Municipal Airport in Cape Cod on Sunday, leading to a fatality as the sole occupant, the ...

Northern California Faces Renewed Flooding Threat as Storms Persist
Jan 4, 2026 News & Politics

Northern California Faces Renewed Flooding Threat as Storms Persist

Ongoing rains and King Tides Heighten Flood Risks Across Bay Area and Surrounding Counties

Northern California is contending with sustained flooding risks following heavy rainfall and exceptionally high King Tides. Multiple counties remain u...