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

U.S. Oil Firms Weigh Complexities of Investing in Venezuelan Petroleum Sector
Jan 7, 2026 Business News

U.S. Oil Firms Weigh Complexities of Investing in Venezuelan Petroleum Sector

Industry Leaders Signal Cautious Approach Amidst Political and Economic Uncertainties

American oil companies are conducting thorough assessments of the multifaceted risks tied to investment initiatives in Venezuela's oil industry. Exper...

Jan 7, 2026 Finance

U.S. Political Strategy to Influence Venezuelan Oil Exports Alters Global Market Dynamics

Control over Venezuelan crude by Washington signals a shift toward politically managed oil flows and regionalized trade patterns

The recent U.S.-supported political developments regarding Venezuela's leadership have sparked discussions about the potential impact on global oil ma...

Jan 7, 2026 Trade Ideas

Winnebago (WGO): Tactical Long — Cash Flow, Dividends and Inventory Normalizing Point to a Swing Trade

Recent beat, steady towables mix, and a supportive balance sheet make WGO a pragmatic buy for a tactical swing with defined risk.

Winnebago delivered a clean quarter (12/19/2025) and sits with a healthy equity base (~$1.23B) and an active dividend. The stock is trading near book ...

Trade Idea Long
Jan 7, 2026 Finance

Infosys Advances Generative AI Integration Through Strategic Alliances with AWS and Cognition

Collaborations aim to enhance AI capabilities within Infosys operations and client services across multiple industries

Infosys Limited has established significant partnerships with Amazon Web Services and Cognition to embed generative AI technologies into its operation...

Jan 7, 2026 Finance

Analyst Revisions Signal Caution Across Several Key Stocks Including Deckers Outdoor and Cleveland-Cliffs

Multiple prominent firms adjust outlooks and price targets amid shifting market assessments

Recent adjustments by leading Wall Street analysts reveal a trend of reduced optimism for several public companies, including Deckers Outdoor Corp, Cl...

Assessing XRP's Potential to Rebound to $3 in 2026
Jan 7, 2026 Finance

Assessing XRP's Potential to Rebound to $3 in 2026

Evaluating the Prospects and Challenges Facing XRP Amid Evolving Market Conditions

XRP, known for its promise in revolutionizing global payments through fast transaction settlements, has seen significant volatility since surpassing $...

Jan 7, 2026 Trade Ideas

Village Super Market: New Jersey Resilience Makes a Clean Swing Trade

Steady earnings, a reliable dividend and low leverage - trade VLGEA with a clear entry, stop and targets.

Village Super Market (VLGEA) is a regional ShopRite operator whose New Jersey footprint and cooperative model keep margins and cash flow stable. Trail...

Trade Idea Long
Jan 7, 2026 Trade Ideas

Ondas (ONDS): High-Growth Drone/SDR Play Backed by Strong Contracts - Buy on Relative Dip

Rapid revenue acceleration, a cash-heavy balance sheet after a large financing, and tangible government/defense demand justify a speculative long with tight risk controls.

Ondas Holdings is a small-cap autonomous-systems and software-defined radio (SDR) company showing accelerating revenue (Q3 2025 revenue $10.10M), a ma...

Trade Idea Long
Jan 7, 2026 Finance

Taiwan Semiconductor Fortifies Position as Pillar of AI Chip Sector

Surging demand from Nvidia and AMD drives stock valuation above $1.6 trillion amid production constraints

Taiwan Semiconductor Manufacturing Co. has solidified its status as a critical player in the artificial intelligence hardware sector, fueling a market...

Jan 7, 2026 Finance

Greenbrier Companies Anticipates Q1 Earnings Release Amid Forecast Adjustments by Leading Analysts

Market participants prepare for quarterly financial disclosures as key experts modify expectations following prior mixed results and revised outlook

The Greenbrier Companies, Inc., headquartered in Lake Oswego, Oregon, is set to announce its first-quarter earnings after market close on January 8, 2...