Derek Hwang

Autodesk: Market Expansion + Cleaner Financials Make a Tactical Long

Buy on pullbacks; AI and XR adoption extend the TAM while cash flow and buybacks buttress the risk profile

Autodesk's core design franchises are converting to higher-value, AI-enabled subscription products and new verticals (construction XR, generative desi...

Applied Digital Experiences Notable Stock Increase Following Positive Q2 Performance

Strong revenue growth and strategic expansion in data center operations drive investor optimism

Applied Digital Corp. reported second-quarter earnings surpassing analyst expectations on both earnings and revenue fronts. The company's revenue from...

Canadian PM Mark Carney Plans Official Visit to China Amid Economic Diversification Efforts

Carney aims to strengthen China ties while reducing dependence on U.S. trade

Canadian Prime Minister Mark Carney will undertake an official visit to China next week, marking the first such trip by a Canadian premier in over eig...

Toast Initiation - Buy a Cash-Generating Restaurant Platform at a Reasonable Growth Multiple

Profitable quarters, rising cash flow and 134k locations give Toast a real cash-cow profile—initiate long with defined risk management.

Toast has shifted from growth-only narrative to consistent profitability and free cash flow. Quarterly results show 1.63B in revenue and $105M net inc...

Rethinking Retirement Timing: Considerations Before Ending Your Career in 2026

Financial readiness, Social Security strategies, and post-retirement purpose are crucial to a secure retirement plan

Choosing the right time to retire is a significant financial decision that requires careful assessment of personal savings, Social Security benefits, ...

Amgen Strengthens Oncology Pipeline with $840 Million Acquisition of Dark Blue Therapeutics

Strategic move to enhance development of targeted leukemia therapies amid promising early-stage clinical progress

Amgen Inc. has completed the acquisition of Dark Blue Therapeutics for up to $840 million, aiming to bolster its oncology research capabilities. Dark ...

KKR Expands European Data Center Footprint with $1.5 Billion Investment in GTR

Significant capital injection continues KKR's strategic push into digital infrastructure amid evolving AI and cloud demands

KKR & Co. Inc. has announced a substantial $1.5 billion equity commitment toward Global Technical Realty (GTR), a leading European data center platfor...

Jazz Pharmaceuticals Shares Edge Up Following Promising Phase 3 Trial Results for Ziihera

New data reveals significant progression-free and overall survival benefits in HER2-positive metastatic gastroesophageal adenocarcinoma

Jazz Pharmaceuticals announced encouraging efficacy and safety outcomes from the Phase 3 HERIZON-GEA-01 study evaluating its experimental therapy Ziih...

Teck Resources: A Copper Growth Play as AI and Electrification Lift Demand

Actionable long trade on TECK shares - prefer a measured entry ahead of merger and QB2-led production step-up

Teck has repositioned itself into a low-carbon metals company with copper now the primary EBITDA driver. With Quebrada Blanca 2 (QB2) ramping Teck's a...

Solid Power: First Commercial Revenue Drops Are Noise - Qualification Is the Real Story

Balance sheet healthy, OEM qualifications and pilot production are the near-term catalysts; trade the gap between technical progress and headline volatility.

Solid Power (SLDP) is closer to commercialization than headlines imply. The company still runs at a loss, but a clean balance sheet (current assets $2...