Derek Hwang
Materials & Mining Analyst
Articles 806
Trump Aims to Address Housing Affordability at Davos Amid Elite Backdrop
President Trump prepares a speech on cost-of-living challenges while engaging with global billionaires in Switzerland
On the anniversary of his inauguration, President Donald Trump heads to the World Economic Forum meeting in Davos, Switzerland, to discuss housing aff...
NYSE Advances Plans for Tokenized Securities Platform Impacting Major Tech Stocks
Intercontinental Exchange subsidiary aims to revolutionize trading with 24/7 digital access and on-chain settlement for equities and ETFs
The New York Stock Exchange (NYSE), under Intercontinental Exchange, is developing a new digital platform designed for the issuance and trading of tok...
Buy SMCI on the AI Recovery — A Volatility Trade with Asymmetric Upside
Super Micro is beaten down on margin noise and inventory builds — but revenue, earnings and AI demand argue for a tactical long in early 2026.
Super Micro (SMCI) looks like an underrated way to play the AI infrastructure cycle in 2026. Revenues remain north of $4.5bn per quarter and the compa...
Bitcoin Maintains Position Near $93,000 Amid Ethereum and XRP Price Declines Linked to EU Tariff Concerns
Renewed U.S. tariff threats pressure risk assets while Bitcoin shows resilience, though other cryptocurrencies retreat
Bitcoin remains steady just above $92,000 despite experiencing a near 3% decline in a single day, amid growing apprehensions over U.S. tariff policies...
Infant Botulism Linked to Donated Formula Hits Vulnerable Family in Portland
ByHeart Formula Recall Exposes Risks in Aid Distribution for At-Risk Infants
A 10-month-old Portland infant is battling infant botulism after consuming byHeart baby formula distributed via assistance programs for low-income fam...
Cryptocurrency Market Experiences Decline as Liquidations Approach $1 Billion
Bitcoin Drops from Weekend Peaks; Ethereum Shows Signs of Recovery Amid Mixed ETF Flows
The cryptocurrency market faced a significant setback on Monday as Bitcoin prices declined from their weekend highs near $95,000, contributing to near...
Peter Lynch Emphasizes Simplicity and Understanding in Stock Investing
Insight into Investment Philosophy Highlights Importance of Clear Business Comprehension and Patience
Peter Lynch, renowned for his successful investment career, stresses that investors should thoroughly understand the business behind a stock before in...
Buying the SAP Reset: A Contrarian Play vs. "AI Is Killing Software"
High-quality ERP exposure, a steady dividend and multiple AI tailwinds make SAP a tactical long against the 'software obsolescence' narrative.
SAP trades ~25% below its 52-week highs after a broad software rerating. The company's ERP depth, cloud transition and growing AI-enabled offerings cr...
Key Global Developments on January 19: Greenland Dispute, Minneapolis Unrest, Spanish Train Crash, Gaza Aid Initiative, and Artemis II Launch
An overview of significant political, social, and scientific events shaping the early 2026 landscape
On January 19, several critical events capture global attention, including escalating tensions between the US and Europe over Greenland, ongoing prote...
OpenAI's Revenue Escalates Beyond $20 Billion in 2025 Amid Accelerated Compute Expansion and High Operational Costs
AI Industry Growth Surges with Corresponding Infrastructure Investments and Emerging Monetization Strategies
OpenAI reported a significant surge in its annualized revenue, surpassing $20 billion in 2025, representing a striking 233% increase from 2024. This e...