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 27, 2025 Finance

Analyst Warns of Potential Halving in Bitcoin's Valuation Relative to Gold by 2026

Bloomberg Intelligence's Mike McGlone highlights risks in Bitcoin's price ratio versus gold amid market volatility

Mike McGlone of Bloomberg Intelligence projects a substantial reduction in Bitcoin's value relative to gold over the next few years, suggesting a poss...

Mark Cuban Highlights Hidden Form of Universal Basic Income Through HSA Contributions in Trump Administration
Dec 27, 2025 Business News

Mark Cuban Highlights Hidden Form of Universal Basic Income Through HSA Contributions in Trump Administration

Entrepreneur notes overlooked direct HSA payments as a subtle financial aid resembling UBI, sparking debate over its classification and impact

Mark Cuban recently drew attention to a little-noticed aspect of the Trump administration's approach to health savings accounts (HSAs), suggesting it ...

Dec 27, 2025 Finance

TikTok Advances In-App Short-Form Series to Boost User Retention Amid Industry Interest

Introduction of 'Minis' aligns with TikTok's strategy to integrate entertainment, discovery, and commerce within its platform

TikTok has introduced an in-app feature called 'Minis' that hosts short-form 'micro dramas' and mini games, allowing users to engage with bite-sized e...

Bernie Sanders Endorses New Mexico's Universal Child Care Model as a National Solution
Dec 27, 2025 Business News

Bernie Sanders Endorses New Mexico's Universal Child Care Model as a National Solution

Senator Highlights State’s Initiative as a Key Investment in America’s Future and Calls for Broader Adoption

Senator Bernie Sanders has lauded New Mexico’s adoption of a universal free child care program, positioning it as an effective model to reform the U...

Dec 26, 2025 Trade Ideas

Buy the Yield: Barings BDC (BBDC) Offers an 11.7% Income Entry with a Margin of Safety

High current yield, below-book valuation and an improving quarterly income run-rate argue for a tactical long — size carefully, use stops.

Barings BDC (BBDC) trades at a meaningful discount to book while still paying a high, predictable quarterly dividend. With a declared quarterly common...

Trade Idea Long
Mastering Trade Scaling: How to Enter and Exit Stock Positions Gradually to Improve Risk and Execution
Dec 26, 2025 Education

Mastering Trade Scaling: How to Enter and Exit Stock Positions Gradually to Improve Risk and Execution

For beginner and intermediate stock traders learning actionable frameworks to scale into and out of trades confidently and effectively

Scaling trades, the practice of entering or exiting stock positions in multiple smaller portions rather than all at once, can help traders manage risk...

Dec 26, 2025 Finance

First Trust U.S. Equity Opportunities ETF Integrates Medline Following Major 2025 IPO

Medline's Listing Prompts Rapid Inclusion in FPX, Illustrating ETF's Rules-Based IPO Investment Approach

The First Trust U.S. Equity Opportunities ETF (FPX) has promptly incorporated Medline Industries (MDLN) following the latter's substantial IPO. This m...

Dec 26, 2025 Trade Ideas

Wyndham Hotels - Weakness After Newsflow Creates a Tactical Long Opportunity

Franchise cash flows intact, yield rising and valuation compressed — buy a measured starter position around $76 with defined stops and clear upside targets.

Wyndham (WH) has sold off from its summer highs after headline risk and near-term uncertainty. Fundamentals remain solid: recurring franchise revenue,...

Trade Idea Long
When AI Meets Advertising: A Year Marked by Controversies and Consumer Pushback
Dec 26, 2025 Business News

When AI Meets Advertising: A Year Marked by Controversies and Consumer Pushback

Examining five notable instances where AI-driven marketing initiatives sparked debate and challenged brand perceptions in 2025

In 2025, many leading brands integrated artificial intelligence into their advertising strategies, with mixed reception from consumers and industry ob...

Mark Cuban Encourages Recent Graduates to Prioritize Careers at Small and Medium Businesses
Dec 26, 2025 Business News

Mark Cuban Encourages Recent Graduates to Prioritize Careers at Small and Medium Businesses

Billionaire investor highlights the unique value new grads bring to SMBs through AI agent optimization

Mark Cuban, renowned investor and former 'Shark Tank' star, advises newly minted graduates to focus their job search on small to medium-sized enterpri...