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 9, 2026 Trade Ideas

Nu Holdings: Good Flywheel, Fair Price - Buy Weakness, Respect the Stop

Digital bank execution is intact, but the stock already prices a lot of the story; trade idea favors buying pullbacks with a tight risk plan.

Nu Holdings (NU) remains a leader in Latin America digital banking: strong customer acquisition momentum, diversified financial product set, and visib...

Trade Idea Neutral
Argentina Completes Repayment on US Credit Line Amid Economic Recovery Efforts
Jan 9, 2026 News & Politics

Argentina Completes Repayment on US Credit Line Amid Economic Recovery Efforts

US Treasury confirms Argentina’s full reimbursement of bailout funds as government initiates austerity measures and returns to bond markets

Argentina has fully repaid the amounts drawn from the $20 billion credit facility established during the previous US administration, a move confirmed ...

Grok AI Restricts Free Image Generation Amid Controversy Over Content Controls
Jan 9, 2026 Business News

Grok AI Restricts Free Image Generation Amid Controversy Over Content Controls

Elon Musk’s chatbot limits certain image creation features to paying subscribers following global criticism

Elon Musk’s Grok chatbot, integrated on the social media platform X, has recently imposed a restriction on some of its image generation capabilities...

Jan 9, 2026 Finance

Insmed Sets Ambitious 2026 Objectives with Respiratory and Neurological Programs

Strong Commercial Gains and Multiple Clinical Trials Poised to Influence Insmed's Near-Term Development

Insmed Inc has laid out a comprehensive plan for 2026, emphasizing robust growth in its respiratory drugs portfolio alongside significant upcoming cli...

Jan 9, 2026 Trade Ideas

MoonLake (MLTX) - Play the Post-FDA Momentum With a Tight Risk Plan

Balance-sheet big enough to underwrite a regulatory run; trade idea sized for a binary BLA outcome

MoonLake appears to be trading on renewed momentum after recent intraday strength. The company is a clinical-stage biotech developing SLK, a tri-speci...

Trade Idea Long
Deteriorating Sewer Systems Endanger Vulnerable Communities Amid Funding Cuts
Jan 9, 2026 News & Politics

Deteriorating Sewer Systems Endanger Vulnerable Communities Amid Funding Cuts

Infrastructure decline in marginalized areas worsens as environmental aid faces reductions

In Cahokia Heights, Illinois, residents of a predominantly Black community grapple with aging sewer infrastructure that frequently floods homes with r...

XRP's Prospects in 2026: Evaluating Its Performance Under $3
Jan 9, 2026 Finance

XRP's Prospects in 2026: Evaluating Its Performance Under $3

Analyzing Market Dynamics, Regulatory Developments, and Institutional Interest Behind XRP's Recent Rally

XRP has experienced a notable increase in early 2026, gaining approximately 13% within the first week and trading near the $2 mark. Key drivers includ...

Jan 9, 2026 Finance

Top Analysts Offer Insights on High-Dividend Tech and Telecom Stocks: Verizon, Omnicom, and Sirius XM

Examining Analyst Ratings and Recent Developments in Communication Services Stocks with Notable Dividend Yields

In an environment marked by market volatility and uncertainty, dividend-paying stocks attract investor interest due to their stable income potential. ...

Jan 9, 2026 Finance

Intel's Strategic Resurgence Gains Momentum with U.S. Government Support

Government investment and leadership shifts combine to bolster Intel’s push in advanced semiconductor manufacturing

Intel Corp. has experienced a notable boost in investor confidence following increased emphasis on its corporate turnaround and the United States gove...

Neutral Status Shadows Russian Athletes at Milan Cortina 2026 Winter Games
Jan 9, 2026 News & Politics

Neutral Status Shadows Russian Athletes at Milan Cortina 2026 Winter Games

Without National Symbols, Russian Competitors Face Unique Challenges and International Restrictions

The forthcoming Winter Olympics in Milan Cortina will feature Russian athletes competing under a neutral status, barred from displaying national emble...