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

Research Explores Imaginative Abilities in Apes Through Controlled Experiments
Feb 5, 2026 News & Politics

Research Explores Imaginative Abilities in Apes Through Controlled Experiments

Study suggests bonobo Kanzi demonstrates elements of imagination, challenging the notion of human exclusivity

New research employing innovative experimental methods indicates that bonobo Kanzi displayed behaviors consistent with imagination, a cognitive trait ...

Feb 5, 2026 Finance

CleanSpark Shares Slip Amid Bitcoin's Decline Ahead of Q1 Earnings

Cryptocurrency market turbulence impacts CleanSpark stock as Bitcoin falls below $68,000

CleanSpark Inc (NASDAQ: CLSK) experienced a notable decline in its stock price as it prepares to release fiscal first-quarter 2026 earnings. The compa...

Feb 5, 2026 Finance

AGCO Projects Demand Recovery Backed by Aging Equipment and Strategic Execution

Strong Q4 Performance and 2026 Forecast Highlight Resilience Amid Market Volatility

AGCO Corporation reported fourth-quarter 2025 earnings that exceeded expectations, underpinned by disciplined margin management, currency advantages, ...

Feb 5, 2026 Trade Ideas

Buy Meta Now - Positioning for the AI Monetization Wave

Strong cash flow, heavy AI investment, and an attractive risk/reward near $675 make Meta a tactical buy for a 6-12 month AI replatform trade.

Meta is transitioning from a cash-flow powerhouse to an AI-first monetization engine. The company already generates massive free cash flow and is spen...

Trade Idea Long
Bitcoin Dips Below Pre-2024 Election Value Amid Regulatory Concerns and Market Sell-Off
Feb 5, 2026 News & Politics

Bitcoin Dips Below Pre-2024 Election Value Amid Regulatory Concerns and Market Sell-Off

Digital asset slides 11% as regulatory uncertainties and speculative asset sell-off weigh on market

Bitcoin's price has dropped sharply, falling 11% to around $67,000 and erasing gains made since the 2024 presidential election. The cryptocurrency has...

Feb 5, 2026 Trade Ideas

Why SanDisk Deserves Fresh Money Even Near Recent Peaks

Strong margins, clean balance sheet and AI-driven NAND tightness make SNDK a tactical buy with defined stops.

SanDisk is trading in proximity to its recent multi-month highs after a blowout quarter and an AI-driven surge in NAND demand. The business is vertica...

Trade Idea Long
Feb 5, 2026 Finance

Estee Lauder Projects $100 Million Tariff Impact Amid Robust Q2 Performance and Cost-Cutting Initiatives

The beauty giant reports solid sales growth and boosts fiscal 2026 outlook while continuing a major restructuring plan

Estee Lauder Companies Inc. delivered a strong second-quarter performance, surpassing analyst expectations on earnings and sales by leveraging demand ...

Feb 5, 2026 Finance

OpenAI's IPO Prospects Under Scrutiny Amid Competitive and Valuation Challenges

Industry Analyst Highlights Brand Perception Issues and Funding Concerns in OpenAI's Market Debut Plans

Industry expert Scott Galloway has expressed doubts regarding the feasibility of OpenAI's initial public offering (IPO), citing a fragile competitive ...

US Justice Department Intensifies Efforts to Disrupt Cartel Financial Networks
Feb 5, 2026 News & Politics

US Justice Department Intensifies Efforts to Disrupt Cartel Financial Networks

Targeting Money Brokers in Cryptocurrency Transactions to Cut Off Drug Cartel Funding

The US Justice Department is intensifying its strategy to undercut Mexico’s most violent drug cartels by focusing on their financial networks, parti...

January Records Sharpest Surge in U.S. Layoff Announcements Since 2009
Feb 5, 2026 Business News

January Records Sharpest Surge in U.S. Layoff Announcements Since 2009

Massive Job Cuts by Major Corporations Signal Cautious Outlook for 2026

January 2026 saw a marked escalation in announced job reductions in the United States, reaching the highest volume for that month since the Great Rece...