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

EU and Mercosur Finalize Significant Trade Pact After Lengthy Negotiations
Jan 17, 2026 News & Politics

EU and Mercosur Finalize Significant Trade Pact After Lengthy Negotiations

Agreement aims to deepen commercial ties between Europe and South America amid global trade uncertainties

After more than 25 years of complex discussions, the European Union and the South American Mercosur trade bloc have signed a comprehensive free trade ...

Jan 17, 2026 Trade Ideas

Buy the Dip in Dream Finders Homes - Short-Term Headwinds, Long-Term Optionality

Build quality earnings, manageable valuation and a stretched-but-serviceable balance sheet create a tactical long opportunity

Dream Finders Homes (DFH) has pulled back from 2025 highs and is trading near $19.6. Recent quarters show steady revenue (roughly $1.0B per quarter) a...

Trade Idea Long
Jan 17, 2026 Trade Ideas

SolarEdge (SEDG) - Enter on Strength, Backstop on Execution

Operational recovery and durable demand justify a tactical long; use a disciplined entry, stop and tiered targets.

SolarEdge's core inverter and optimizer franchise is back to revenue growth after a rocky 2024-2025 stretch. Recent quarterly revenue acceleration, im...

Trade Idea Long
Abigail Spanberger Sworn in as Virginia's First Female Governor
Jan 17, 2026 News & Politics

Abigail Spanberger Sworn in as Virginia's First Female Governor

Historic inauguration marks new Democratic leadership as Spanberger addresses economic and healthcare challenges

On a damp Saturday in Richmond, Abigail Spanberger took the oath to become Virginia's first female governor, signaling a significant milestone in the ...

Death of Missing Child on Navajo Lands Prompts Community Mourning and Awareness Efforts
Jan 16, 2026 News & Politics

Death of Missing Child on Navajo Lands Prompts Community Mourning and Awareness Efforts

Maleeka Boone, 8, Disappeared Thursday Evening in Coalmine Canyon Area; Investigation Ongoing

An 8-year-old girl named Maleeka Boone, who vanished on Navajo Nation territory in northern Arizona, was discovered deceased on Friday. The FBI and tr...

Jan 16, 2026 Finance

Trump Emphasizes Economic Strength Amid Ford’s Mechanic Labor Shortage and Advances in Automation

At Ford’s Dearborn Plant, President Highlights Tariffs’ Role and Foresees Robotics Enhancing Manufacturing

During a visit to Ford’s assembly plant in Dearborn, Michigan, President Donald Trump addressed concerns regarding the 5,000 unfilled mechanic posit...

Supreme Court to Review Legality of Geofence Warrants in Cellphone Location Data Cases
Jan 16, 2026 News & Politics

Supreme Court to Review Legality of Geofence Warrants in Cellphone Location Data Cases

Justices will assess the Fourth Amendment implications of warrants collecting location data en masse during criminal investigations

The Supreme Court has agreed to examine whether broad search warrants that acquire the location history of numerous cellphone users infringe on consti...

Jan 16, 2026 Finance

Ford and BYD Battery Collaboration Sparks Debate Over EV Market Control

Concerns rise over the potential impact of a Ford-BYD battery deal on Tesla's position in the electric vehicle landscape

The discussion around Ford Motor Company's prospective partnership with BYD Co. to source batteries for hybrid vehicles has intensified, with signific...

YouTube Revises Monetization Rules to Support Sensitive Yet Non-Graphic Content
Jan 16, 2026 News & Politics

YouTube Revises Monetization Rules to Support Sensitive Yet Non-Graphic Content

Platform expands revenue opportunities for creators addressing controversial topics without explicit material

YouTube announced an update to its monetization guidelines effective immediately, easing restrictions on videos dealing with sensitive subjects such a...

Jan 16, 2026 Finance

Micron Technology Stock Climbs to New Heights Amid Insider Purchases

Strong bullish momentum and recent insider buying reflect investor confidence in Micron's growth trajectory

Shares of Micron Technology Inc have surged in recent trading sessions, driven by significant insider buying and robust technical indicators suggestin...