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

CES Unveils Next-Gen AI-Integrated Vehicles Enhancing Personalized Driving and Cabin Interaction
Jan 7, 2026 News & Politics

CES Unveils Next-Gen AI-Integrated Vehicles Enhancing Personalized Driving and Cabin Interaction

Advances in automotive AI promise tailored in-cabin experiences yet spotlight challenges around driver data privacy and regulation

At CES 2026 in Las Vegas, automakers and technology firms showcased AI-driven vehicles emphasizing personalized user experiences that adapt dynamicall...

Jan 6, 2026 Finance

MSCI Maintains Inclusion of Crypto Treasury Firms in Global Indexes, Lifting Strategy Inc. Shares

Strategy Inc. Gains Over 6% in After-Hours Trading Following MSCI's Decision Not to Exclude Companies Holding Significant Bitcoin Treasuries

MSCI announced that it will not currently remove cryptocurrency treasury companies with digital assets comprising over half of their total assets from...

Building and Using a Stock Trading Risk Budget: A Step-by-Step Guide to Balanced Risk Management
Jan 6, 2026 Education

Building and Using a Stock Trading Risk Budget: A Step-by-Step Guide to Balanced Risk Management

For beginner and intermediate traders learning practical methods to allocate and control risk across multiple trades for improved consistency and capital protection

Risk budgeting is an essential risk management technique that helps stock traders allocate their total risk capital effectively across various trades ...

Ex-Trump Advisor Reveals Russia's Proposal Linking Venezuela for Ukraine Leverage
Jan 6, 2026 News & Politics

Ex-Trump Advisor Reveals Russia's Proposal Linking Venezuela for Ukraine Leverage

In 2019, Moscow signaled to Washington a potential swap: freedom in Ukraine for influence over Venezuela, according to Fiona Hill.

Fiona Hill, a former senior advisor to President Donald Trump on Russia and Europe, revealed that in 2019 Russian officials indicated a willingness to...

Jan 6, 2026 Finance

Meta Delays International Release of Ray-Ban Smart Glasses Due to High US Demand

Strong domestic orders push Meta to postpone global availability of its AI-integrated eyewear

Meta Platforms Inc. has announced a pause on the planned international launch of its Ray-Ban Display smart glasses. Initially slated for early 2026 ro...

Jan 6, 2026 Finance

NXP Semiconductors and GE HealthCare Collaborate on Edge AI to Transform Medical Technologies

Partnership aims to develop advanced on-device AI solutions for acute care, with demonstrations planned for CES 2026

NXP Semiconductors has seen a notable increase in its stock price following the announcement of a strategic collaboration with GE HealthCare. The alli...

Jan 6, 2026 Trade Ideas

Graphic Packaging - Look Through the Noise: Cash Flow and the Big Picture Support a Tactical Long

Balance-sheet heavy but cash-generative — a disciplined entry and tight stop offer asymmetric upside.

Graphic Packaging (GPK) is a capital-intensive packaging leader that reported steady quarter-to-quarter revenues (~$2.19B) and positive operating cash...

Trade Idea Long
Jan 6, 2026 Trade Ideas

Shutterstock: Take the Long Side — Cheap Cash Flow, Big Dividend and an Optionality-Rich Merger

Regulatory noise masks a tidy value setup - buy the stock for yield and optional upside if the Getty tie-up closes.

Shutterstock (SSTK) trades at an attractive price relative to book and generates strong operating cash flow. Shareholders approved a merger with Getty...

Trade Idea Long
Jan 6, 2026 Finance

US National Debt Surpasses $38.5 Trillion, Elevating Gold and Bitcoin Prospects

Escalating debt pressures suggest sustained low interest rates, potentially benefiting hard assets

The United States government debt has reached an unprecedented $38.5 trillion, pushing the debt-to-GDP ratio over 120%. This rapid increase is primari...

XRP ETF Assets Surpass $1.2 Billion Amid Regulatory Shifts and Technical Gains
Jan 6, 2026 Finance

XRP ETF Assets Surpass $1.2 Billion Amid Regulatory Shifts and Technical Gains

Continued investor inflows and easing regulatory concerns bolster XRP’s market position, testing critical technical resistance levels

XRP exchange-traded funds (ETFs) have experienced sustained net inflows, accumulating $1.23 billion since their mid-November inception. This reflects ...