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

Franjo von Allmen Claims First Olympic Gold in Men's Downhill at Milan Cortina Games
Feb 7, 2026 News & Politics

Franjo von Allmen Claims First Olympic Gold in Men's Downhill at Milan Cortina Games

Swiss skier triumphs on demanding Stelvio slope in debut Olympic downhill race

Franjo von Allmen secured the very first gold medal of the Milan Cortina 2026 Winter Games by winning the men's downhill event, marking an impressive ...

Feb 7, 2026 Trade Ideas

F5 After the Breach - Trade the Overhang, Not the Hype

A tactical long on FFIV with tight risk controls as the market digests a BIG-IP security incident and legal noise

F5 shares dropped sharply after a BIG-IP security incident and ensuing class-action headlines. Fundamentals remain healthy - recent quarters show risi...

Trade Idea Long
US Sets June Deadline for Ukraine-Russia Peace Agreement Amid Renewed Energy Strikes
Feb 7, 2026 News & Politics

US Sets June Deadline for Ukraine-Russia Peace Agreement Amid Renewed Energy Strikes

Zelenskyy reveals US-backed timeline for conflict resolution as Russia targets Ukrainian power infrastructure

President Volodymyr Zelenskyy disclosed that the United States has imposed a June deadline for Ukraine and Russia to conclude an agreement ending thei...

Nvidia's Journey to a $5 Trillion Valuation Amid the AI Revolution
Feb 7, 2026 Business News

Nvidia's Journey to a $5 Trillion Valuation Amid the AI Revolution

From GPU Pioneer to AI Industry Powerhouse, Nvidia Charts Ambitious Growth Path

In October, Nvidia briefly became the first company to reach a $5 trillion market valuation, driven by its dominant position in the burgeoning artific...

US Boosts Humanitarian Support to Cuba Amid Ongoing Crisis, Demands Unhindered Delivery
Feb 6, 2026 Business News

US Boosts Humanitarian Support to Cuba Amid Ongoing Crisis, Demands Unhindered Delivery

Additional $6 Million Aid Package Planned While US Stresses Cuban Government Must Avoid Obstruction

In response to a deepening humanitarian crisis in Cuba exacerbated by Hurricane Melissa, the US State Department has announced an expansion of humanit...

Pentagon Ends Military Education Collaborations with Harvard Amid Political Tensions
Feb 6, 2026 Business News

Pentagon Ends Military Education Collaborations with Harvard Amid Political Tensions

Decision reflects intensifying federal scrutiny of elite universities under current administration

The U.S. Department of Defense has announced the termination of all military-related educational programs with Harvard University. This development is...

Court Mandates Repatriation of Families Affected by Past U.S. Immigration Policies
Feb 6, 2026 News & Politics

Court Mandates Repatriation of Families Affected by Past U.S. Immigration Policies

Federal Judge Rules Recent Deportations of Families Separated at the Border Were Improper

A federal judge has ordered the U.S. government to bring back three families recently deported under circumstances tied to the Trump administration's ...

Feb 6, 2026 Trade Ideas

First Industrial (FR) - Leasing Momentum and Cash Flow Make a Tactical Long

Solid leasing, rising operating income and a bigger dividend create a favorable risk/reward for a 3-6 month swing trade.

First Industrial's sequential revenue and operating income growth, strong operating cash flow, and a recent dividend bump argue for further upside. Us...

Trade Idea Long
Uber Ordered to Pay $8.5 Million in Sexual Assault Case, Signaling Potential Impacts on Thousands of Similar Lawsuits
Feb 6, 2026 Business News

Uber Ordered to Pay $8.5 Million in Sexual Assault Case, Signaling Potential Impacts on Thousands of Similar Lawsuits

Federal jury in Arizona finds Uber liable as an "apparent agent" in a $8.5 million award to a rape survivor, amid thousands of ongoing cases

A federal jury in Arizona has ruled that Uber must pay $8.5 million to Jaylynn Dean, who alleged she was raped by one of its drivers. This significant...

Feb 6, 2026 Trade Ideas

Bristol-Myers Squibb: A 4% Yield Base With Upside Running Room Into 2026

Use the dividend as the floor, let a data-rich 2026 re-rate the stock — tactical long idea with defined entries, stops and targets.

BMY offers a compelling income entry today — an implied yield north of 4% — backed by steady operating cash flow and a pipeline that should delive...

Trade Idea Long