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

Feb 6, 2026 Finance

Alibaba Advances AI Integration with Olympic Partnership and Consumer App Expansion

The company leverages Qwen-powered AI tools for the 2026 Winter Olympics and addresses infrastructure challenges following a major Lunar New Year campaign

Alibaba Group is expanding its artificial intelligence initiatives by deploying Qwen-powered tools for the 2026 Winter Olympics and reinforcing its co...

The 'Today' Show’s Genuine Bonds Highlighted Amid Savannah Guthrie’s Family Ordeal
Feb 6, 2026 Business News

The 'Today' Show’s Genuine Bonds Highlighted Amid Savannah Guthrie’s Family Ordeal

Amid the search for Savannah Guthrie’s missing mother, the deep connections among 'Today' hosts underscore the program's longstanding sense of family

The recent disappearance of Savannah Guthrie’s mother, Nancy, has brought to light the authentic and supportive relationships among the 'Today' show...

Feb 6, 2026 Trade Ideas

Finance of America: A Levered Play on the $14T Senior Home Equity Opportunity

Small equity, massive balance sheet - a high-beta way to play rising reverse-mortgage and senior home-equity demand

Finance of America (FOA) operates a retirement-focused home-equity origination and capital markets platform. The company sits on a large, highly lever...

Trade Idea Long
Feb 6, 2026 Trade Ideas

Bill Holdings (BILL) - Activist Pressure + Cash Flow Create a Low-Risk Entry on a Cheap SaaS Multiple

Recent beats, strong operating cash flow and an activist stake make a compelling entry after the selloff — buy for value with defined stops and targets.

Bill Holdings has been punished on macro and AI-related headlines, but the business generates healthy operating cash flow, has managed steady revenue ...

Trade Idea Long
Feb 6, 2026 Finance

Wall Street Revises Under Armour’s Earnings Forecast Ahead of Q3 Report

Analysts Adjust Expectations for Under Armour's Upcoming Quarterly Results Amid Mixed Signals

Under Armour is set to announce its third-quarter earnings, with Wall Street analysts revising revenue and earnings forecasts amid recent mixed perfor...

Jimmy Lai Faces Sentencing After National Security Conviction in Hong Kong
Feb 5, 2026 News & Politics

Jimmy Lai Faces Sentencing After National Security Conviction in Hong Kong

Prominent pro-democracy figure’s sentencing highlights ongoing debates over press freedom and legal accountability

Jimmy Lai, the 78-year-old founder of the shuttered Apple Daily newspaper and a vocal critic of China’s Communist Party, is scheduled for sentencing...

Feb 5, 2026 Finance

Amazon Shares Tumble Following Q4 Results and Ambitious Capital Expenditure Plans

Market Reacts to Amazon's $200 Billion 2026 Investment Focus Amid AI and Infrastructure Expansion

Amazon.com Inc. reported better-than-expected fourth-quarter revenue but its shares declined significantly due to concerns over substantial capital ex...

Harlem Thrift Boutique Elevates Modest Muslim Fashion and Sustainability
Feb 5, 2026 News & Politics

Harlem Thrift Boutique Elevates Modest Muslim Fashion and Sustainability

Modify Thrift blends community, faith, and eco-conscious style in Harlem’s evolving retail landscape

Modify Thrift, a Harlem-based thrift store launched by Kadjahtou Balde, offers a curated selection of modest fashion tailored to Muslim women, emphasi...

Feb 5, 2026 Finance

Fortinet Surpasses Fourth-Quarter Financial Expectations on Robust Demand

The cybersecurity firm's revenue and earnings outperform estimates, bolstered by strong product sales and billings growth

Fortinet Inc. delivered a strong fourth quarter with earnings and revenue exceeding Wall Street estimates. The company reported an adjusted earnings p...

Feb 5, 2026 Finance

Reddit Surpasses Q4 Estimates and Launches $1 Billion Stock Buyback Program

Strong revenue growth and active user engagement highlight Reddit's quarterly results, despite modest after-hours stock decline

Reddit Inc reported better-than-expected earnings and revenue for the fourth quarter, driven by solid user growth and strong cash flow generation. The...