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

Dec 29, 2025 Finance

SoftBank's $4 Billion Acquisition Offer Sends DigitalBridge Shares Skyrocketing

Digital infrastructure leader DigitalBridge Group experiences a significant market reaction following acquisition announcement by SoftBank Group

DigitalBridge Group's shares climbed nearly 10% following SoftBank Group's announcement to acquire the digital infrastructure firm in a $4 billion dea...

Effective Strategies for Portfolio Review and Rebalancing as 2026 Approaches
Dec 29, 2025 Business News

Effective Strategies for Portfolio Review and Rebalancing as 2026 Approaches

Insights on Economic Outlook, Inflation, and Practical Portfolio Management for Investors

As the year-end approaches, investors face the important task of reviewing and potentially rebalancing their investment portfolios. Drawing on expert ...

Dec 29, 2025 Trade Ideas

Toast's Profit Turnaround: A Tactical Long on Margin-Fueled Re-rating

From aggressive growth to disciplined, cash-generative scaling — Toast looks priced for progress if execution continues

Toast has moved from growth-at-all-costs to consistently positive operating results and cash flow. Recent quarters show accelerating revenue, expandin...

Trade Idea Long
Dec 29, 2025 Finance

Ultragenyx Pharmaceuticals Faces Share Price Collapse Following Phase 3 Setrusumab Trial Failures

Significant declines in Ultragenyx's stock price follow disappointing late-stage clinical trial results for osteogenesis imperfecta treatment and analyst downgrades

Ultragenyx Pharmaceuticals experienced a severe drop in its stock value after announcing that its Phase 3 clinical trials for setrusumab failed to mee...

Dec 29, 2025 Finance

Costco's Progress Through 2025: A Detailed Look at Membership Strength, Sales Growth, and Expansion Initiatives

Examining the factors reinforcing Costco's position as a resilient retail leader heading into fiscal 2026

In 2025, Costco Wholesale maintained its reputation for operational excellence and strategic discipline amid a challenging retail environment. The com...

Dec 29, 2025 Finance

Analyzing Micron Technology's Market Position and Valuation Amid Memory Hardware Demand

Examining Micron's valuation and growth prospects in the context of current market conditions and AI-driven memory shortages

Micron Technology operates in the memory hardware sector, a segment crucial yet often overlooked within the broader tech industry, especially amid the...

Timing Your 2026 Social Security Claim: Analyzing the Data for Optimal Retirement Income
Dec 29, 2025 Business News

Timing Your 2026 Social Security Claim: Analyzing the Data for Optimal Retirement Income

Understanding the financial implications of when to begin Social Security benefits can enhance your retirement security

Choosing the right age to start receiving Social Security benefits in 2026 is a critical financial decision that impacts retirement income over a life...

Dec 29, 2025 Finance

3 E Network (MASK) Shares Spike Significantly on Heavy Trading Activity Amid AI Data Center Developments

NASDAQ-listed 3 E Network Technology Group sees substantial intraday gains and volume surge associated with recent AI infrastructure expansion and funding moves

On Monday, 3 E Network Technology Group Ltd (NASDAQ:MASK) experienced a remarkable increase in share price and trading volume despite no new announcem...

Exploring Chevy Chase's Complex Legacy in New Documentary
Dec 29, 2025 News & Politics

Exploring Chevy Chase's Complex Legacy in New Documentary

Marina Zenovich's film delves into the comedian’s life, career, and personal struggles with unflinching candor

A compelling new documentary directed by Marina Zenovich offers an in-depth look into the multifaceted life and career of comedian Chevy Chase. From h...

Dec 29, 2025 Finance

Theriva Biologics Stock Climbs Following EMA Phase 3 Trial Guidance for VCN-01

EMA's Scientific Advice Supports Phase 3 Study Design for Pancreatic Cancer Candidate, Driving Volume and Price Movement

Theriva Biologics, Inc. (NYSE:TOVX) experienced a significant stock price increase accompanied by unusually high trading volume on Monday after receiv...