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 24, 2025 Trade Ideas

BlackBerry at a Crossroads: Cash, Software Profits — But No Clear Roadmap for Value

A cautious, actionable swing trade: size small, use tight stops — buy the operational improvement, respect the strategic uncertainty.

BlackBerry is a profitable, cash-rich small-cap software business with an improving quarterly profit run-rate, a valuable embedded-software footprint ...

Trade Idea Long
Trump's Ongoing Discrepancies Over U.S. Unemployment Figures Deepen
Dec 23, 2025 Business News

Trump's Ongoing Discrepancies Over U.S. Unemployment Figures Deepen

The former president's assertions on job market conditions contrast sharply with official data and lived realities

Following the announcement that the U.S. unemployment rate reached 4.6% in November, former President Donald Trump contested the prevailing interpreta...

Accelerated Development of Nuclear Reactors Under Trump Spurs Safety Concerns
Dec 17, 2025 Technology News

Accelerated Development of Nuclear Reactors Under Trump Spurs Safety Concerns

Department of Energy’s expedited Reactor Pilot Program aims for rapid deployment but raises questions about regulatory oversight and risk management

The Trump administration's initiative to fast-track the deployment of innovative nuclear reactors envisions several experimental designs operational b...

Visualizing the Architects of AI: TIME’s 2025 Person of the Year Covers Explored
Dec 11, 2025 Technology News

Visualizing the Architects of AI: TIME’s 2025 Person of the Year Covers Explored

Exploring the artistry behind TIME magazine’s tribute to the pioneers shaping artificial intelligence

TIME magazine’s 2025 Person of the Year honors the Architects of AI, complemented by two distinct cover artworks created by artists Peter Crowther a...

Hemant Taneja on Integrating Social Impact into Venture Capital
Nov 23, 2025 Technology News

Hemant Taneja on Integrating Social Impact into Venture Capital

General Catalyst CEO Advocates for Inclusive Capitalism and Purpose-Driven Investment Amid AI Revolution

Hemant Taneja, CEO of General Catalyst, stresses that embedding social impact into a company’s core is essential not only ethically but as a busines...

The Lifecycle of AI Chatbots and the Challenges of Model Retirement
Nov 7, 2025 Technology News

The Lifecycle of AI Chatbots and the Challenges of Model Retirement

Exploring emotional bonds, ethical considerations, and industry approaches to phasing out AI language models

As AI language models evolve rapidly, their retirement or replacement raises significant concerns among users and developers alike. This article exami...

AI Village: A Collaborative and Competitive Testing Ground for Leading Chatbots
Nov 4, 2025 Technology News

AI Village: A Collaborative and Competitive Testing Ground for Leading Chatbots

Exploring the challenges and capabilities of top AI models operating in an experimental virtual environment

Since April 2025, leading AI models from major companies have engaged daily in the AI Village, a nonprofit-run public experiment offering virtual comp...