Derek Hwang

Derek Hwang

Materials & Mining Analyst

Materials and mining analyst focused on copper, lithium, and specialty chemicals. Former commodities strategist tracking supply curves, cost positions, and project pipelines. Connects macro demand drivers with company-level execution, permitting risk, and return on invested capital.

Articles 806

Jan 31, 2026 Trade Ideas

Meta: Reaffirming a Bullish Stance — Trade Setup After Another AI-Driven Beat

Q4 beat and strong cash flow keep the bull case intact; buy the dip with defined stops and tiered targets.

Meta reported another quarter that reinforced the AI monetization narrative and showed continued operating cash flow strength. Balance sheet and cash ...

Trade Idea Long
Jan 31, 2026 Finance

Jesse Itzler’s Unconventional Strategy With Matt Damon Leads to Coca-Cola’s Zico Acquisition

How a creative pitch involving a Hollywood star and a viral coconut video convinced Coca-Cola to acquire Zico Coconut Water

Entrepreneur Jesse Itzler leveraged a unique approach during Coca-Cola’s initial evaluation of Zico Coconut Water, utilizing a personal connection w...

Understanding Bomb Cyclones: Formation and Impact on Weather Conditions
Jan 31, 2026 News & Politics

Understanding Bomb Cyclones: Formation and Impact on Weather Conditions

Exploring the meteorological phenomenon behind intense storms marked by rapid pressure drops

Bomb cyclones, scientifically termed as storms undergoing bombogenesis, feature a sudden and significant drop in atmospheric pressure, leading to seve...

The Carolinas Lead U.S. Population Growth in New Migration Trends
Jan 31, 2026 News & Politics

The Carolinas Lead U.S. Population Growth in New Migration Trends

North Carolina tops in new residents; South Carolina records highest growth rate

Recent U.S. Census data reveals a shift in population growth dynamics, with North Carolina and South Carolina emerging as prominent destinations for d...

Amazon's Workforce Reductions Reflect Broader Tech Industry Realignments
Jan 31, 2026 Business News

Amazon's Workforce Reductions Reflect Broader Tech Industry Realignments

Tech Giants Recalibrate Amid Technological Advances and Market Shifts, Leading to Large-Scale Layoffs

Amazon's recent announcement to reduce its corporate workforce by about 9% represents a significant chapter in the ongoing trend of massive layoffs wi...

Historic Surge in U.S. Money Supply Highlights Market Imbalance and Potential Volatility
Jan 31, 2026 Finance

Historic Surge in U.S. Money Supply Highlights Market Imbalance and Potential Volatility

While stock indexes have enjoyed multi-year gains, a widening gap between market capitalization and monetary supply raises caution

U.S. stock markets have experienced sustained gains over recent years, yet underlying monetary dynamics suggest increasing risk. The M2 money supply r...

Jan 31, 2026 Finance

Nvidia’s Planned $100 Billion Investment in OpenAI Faces Internal Reevaluation

Semiconductor leader reassesses scale of strategic funding amid concerns and industry competition

Nvidia Corporation's ambitious plan to invest up to $100 billion in OpenAI has encountered internal scrutiny, leading to a reassessment of the deal's ...

Reid Hoffman Calls on Silicon Valley to Resist Trump Administration's Immigration Policies
Jan 31, 2026 Business News

Reid Hoffman Calls on Silicon Valley to Resist Trump Administration's Immigration Policies

LinkedIn Co-Founder Urges Tech Industry Leaders to Reject Authoritarian Measures and Speak Out

Reid Hoffman, co-founder of LinkedIn and Microsoft board member, has publicly criticized the Trump administration's immigration policies. In a recent ...

Jan 30, 2026 Finance

Chinese AI Startup DeepSeek Gains Approval to Purchase Nvidia’s Advanced H200 Chips

Approval marks shift as DeepSeek moves from perceived competitor to customer, underscoring ongoing Nvidia chip demand in China

Chinese artificial intelligence company DeepSeek has reportedly received permission from Chinese authorities to acquire Nvidia’s H200 AI chips. This...

Evaluating The Role Of Social Security In Retirement Income Planning
Jan 30, 2026 Business News

Evaluating The Role Of Social Security In Retirement Income Planning

Understanding The Expected Coverage Of Pre-Retirement Earnings By Social Security Benefits

Social Security benefits are designed to replace a portion of pre-retirement income, generally around 40% for average earners, forming part of a broad...