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 28, 2026 Trade Ideas

Tilray: The Heavy Lifting Is Done — A Tactical Long With Policy Upside

Balance-sheet repair, scale in Canada/medical and a policy tailwind make TLRY a pragmatic swing trade — entry, stops and targets included.

Tilray has stabilized its balance sheet, grown revenue to $217.5M in Q2 (FY2026) and carries sizable inventory and equity on the books. Federal policy...

Trade Idea Long
Jan 28, 2026 Finance

Richtech Robotics Faces Stock Decline Following $38.7 Million Share Offering

Equity Placement and Recent Partnership Impact Share Performance and Market Sentiment

Shares of Richtech Robotics Inc have experienced a notable decline after the announcement of a $38.7 million private placement of common shares. This ...

Consumer Discretionary Sector Highlights Two Stocks Showing Strong Momentum Signals
Jan 28, 2026 Finance

Consumer Discretionary Sector Highlights Two Stocks Showing Strong Momentum Signals

Gold.com Inc and Stride Inc exhibit high RSI levels, suggesting potential short-term overbought conditions

In the consumer discretionary sector as of late January 2026, Gold.com Inc and Stride Inc have displayed significant momentum indicators reflected in ...

Jan 28, 2026 Trade Ideas

JFrog: Growth Re-Acceleration, Positive Cash Flow and a Swing Trade Setup

Revenue momentum + clean balance sheet supports a tactical long; valuation still demands execution.

JFrog reported a clear re-acceleration in top-line growth through Q3 FY2025 (filed 11/07/2025) while generating meaningful operating cash flow. The st...

Trade Idea Long
Jan 28, 2026 Finance

Starbucks Revises CEO Travel Policies Amid Security Concerns and Posts Mixed Q1 Results

CEO Brian Niccol's private jet usage rules adjusted following board security review as Q1 shows slight earnings miss and modest sales growth

Starbucks Corporation has revised its private jet policies for CEO Brian Niccol, mandating exclusive use of corporate aircraft for all travel without ...

Jan 28, 2026 Finance

Communication Services Sector: Undervalued Stocks to Watch in the Current Quarter

Analyzing Oversold Stocks with Low RSI as Potential Portfolio Opportunities

Several communication services stocks have recently exhibited oversold conditions, indicated by Relative Strength Index (RSI) values near or below 30....

Jan 28, 2026 Finance

Wall Street Analysts Adjust Meta Platforms Forecasts as Q4 Earnings Near

Meta Platforms anticipates steady growth with revenue and earnings estimates revised ahead of their upcoming quarterly report

Meta Platforms is set to announce its Q4 earnings on January 28, with consensus forecasts indicating growth in earnings per share and revenue compared...

Jan 28, 2026 Finance

Astrana Health’s Market Reaction to CMS Proposals Highlights Value Opportunity

Stock’s sharp decline contrasts with modest Medicare Advantage payment updates and company’s distinctive risk adjustment approach

Shares of Astrana Health Inc. experienced a significant drop following the Centers for Medicare & Medicaid Services’ publication of proposed Medicar...

Jan 28, 2026 Finance

Lockheed Martin Advances Military Navigation with Successful GPS III SV09 Launch

Satellite Deployment Enhances U.S. Defense Capabilities in Challenged Environments

Lockheed Martin Corporation has achieved a significant milestone with the deployment of its ninth GPS III satellite, SV09, boosting the United States'...

Jan 28, 2026 Finance

China Authorizes Initial Import of Nvidia's H200 AI Chips Amid Market Access Progress

Approval to bring Nvidia's advanced AI processors into China granted to select major tech firms during CEO's visit

China has approved the first shipment of Nvidia's H200 artificial intelligence chips for import, marking a significant step in reopening the market fo...