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

Lenny Dykstra Faces Legal Action Following Pennsylvania Traffic Stop Involving Drug Allegations
Jan 2, 2026 News & Politics

Lenny Dykstra Faces Legal Action Following Pennsylvania Traffic Stop Involving Drug Allegations

Former MLB Player Encountered with Police; Legal History Highlights a String of Past Infractions

Lenny Dykstra, the former professional baseball player known for his tough playing style, was involved in a Pennsylvania traffic stop on New Year's Da...

Trump Moves to Reverse $2.9 Million Chip Technology Acquisition Over National Security Concerns
Jan 2, 2026 News & Politics

Trump Moves to Reverse $2.9 Million Chip Technology Acquisition Over National Security Concerns

Executive order demands HieFo Corp. divest acquired semiconductor assets amid scrutiny of ownership ties to China

Former President Donald Trump has issued an executive order requiring HieFo Corp. to divest computer chip technology assets purchased from Emcore Corp...

Jan 2, 2026 Trade Ideas

Buy on Weakness: Meta Poised for AI-Driven Upside in 2026

Strong cash flow, improving ad trends and AI monetization set up a bullish asymmetric trade — enter on pullbacks.

Meta is a high-quality cash machine that looks cheap relative to its near-term growth levers from AI-driven ad products. TTM revenue ~ $189.5B, operat...

Trade Idea Long
Cuban Santería Priests Forecast Rising Violence and Conflict Risks for 2026
Jan 2, 2026 News & Politics

Cuban Santería Priests Forecast Rising Violence and Conflict Risks for 2026

Religious leaders caution against war while highlighting health and governance challenges ahead

Cuba's leading Santería priesthoods have jointly announced their 2026 Letra del Año, or annual forecast, signaling a year marked by increased danger...

Jan 2, 2026 Trade Ideas

Yum China (YUMC): Buy on Durable Cash Flow, Dividend Cushion and Attractive ~17x Run‑Rate P/E

Operational momentum in China, steady cash generation and rising shareholder returns make YUMC a tactical buy with a clear risk-management plan.

Yum China is the largest restaurant operator in China with >18,000 units and $12bn systemwide sales in 2025. Recent quarters show consistent revenue a...

Trade Idea Long
Jan 2, 2026 Trade Ideas

Michelin ADR (MGDDY): Swing Long — Buy the Dip Near $16.75

Dividend yield, buybacks and small M&A set up a low-risk swing with defined entries and stops

MGDDY has pulled back into the mid-$16s after a run toward the high teens. Recent corporate activity - two small acquisitions announced 01/02/2026, co...

Trade Idea Long
Jan 2, 2026 Finance

Mixed Movements in U.S. Stocks as Manufacturing Growth Slows and Oil Prices Decline

Market Eyes December Manufacturing Data Amid Varied Equity Performances

U.S. equity markets exhibited mixed results midway through Friday's trading session, with the Dow Jones Industrial Average advancing while the NASDAQ ...

Jan 2, 2026 Trade Ideas

Vertiv (VRT): Ride the AI/Data-center Upgrade Cycle — Tactical Long into 2026

Strong Q3 results, accelerating EPS and cash flow, and an AI capex-driven market make a case for upside — trade plan included.

Vertiv reported accelerating top-line and margin trends through FY2025 and is squarely positioned on the AI/data-center infrastructure cycle. With Q3 ...

Trade Idea Long
Jan 2, 2026 Finance

Lockheed Martin and Boeing Secure Major Pentagon Contracts in Closing Months of 2025

Defense Spending Momentum Evident as U.S. Government Awards Sensor Systems and Helicopter Support Contracts

As 2025 concluded, the U.S. Department of Defense awarded significant contracts to Lockheed Martin and Boeing, signaling ongoing robust defense expend...

Tensions Between US and Iran Escalate Amid Widespread Protests
Jan 2, 2026 News & Politics

Tensions Between US and Iran Escalate Amid Widespread Protests

Mutual threats exchanged as Iran faces significant civil unrest linked to economic woes

Economic grievances have fueled extensive protests across Iran, leading to heightened tensions between Tehran and Washington. President Trump issued w...