Derek Hwang
Materials & Mining Analyst
Articles 806
Shake Shack After the Flush - A High-Conviction Long-Term Buy Around $80
Operational recovery, strong cash flow and an approachable valuation make the post-crash pullback a buying opportunity — with a clear risk plan.
Shake Shack (SHAK) recently retraced sharply from 2024 highs; underlying business trends show sequential revenue and profit recovery, positive operati...
Vertex at the Crossroads: Defend the CF Franchise While Funding the Next Wave of High-Margin Growth
A tactical long trade: buy on weakness, use tight risk control — thesis rests on strong cash flow, expanding pipeline, and shareholder-friendly capital allocation.
Vertex remains the dominant cystic fibrosis (CF) franchise owner while building a high-value pipeline in gene editing (Casgevy), pain (Journavx), kidn...
Top Market-Leading Stocks for a $50,000 Investment
Assessing Four Industry Giants with Robust Growth and Defensible Positions
When allocating a substantial sum like $50,000 into equities, prioritizing companies with dominant market positions, robust competitive advantages, an...
Political Backlash Grows Over President Trump's Expensive White House and Kennedy Center Renovations
Obama-Era Advisor Warns That Lavish Projects Could Undermine Republican Prospects for 2026 Midterms
David Axelrod, a former strategist under President Obama, cautions that President Donald Trump's focus on costly and extravagant renovations at the Wh...
Maximizing Health Savings Accounts for 2026: Strategic Tips
A detailed guide on optimizing tax benefits and withdrawals in your HSA next year
Health Savings Accounts (HSAs) offer a unique combination of tax advantages for those eligible. Understanding contribution limits, withdrawal rules, a...
Nutrien: A Bottom-Fishing Turnaround — Income, Industry Tailwinds, and Cheap Optionality
Quarterly yield, retail moat and industry growth make NTR a tactical long for the patient contrarian
Nutrien (NTR) is the world’s largest fertilizer producer by capacity and the largest ag retailer in North America and Australia. At roughly $62.93 p...
Buy AMD for 2026: Position for AI GPU Share Gains and Margin Re-rating
Actionable long idea — entry, stops, and targets for a 2026 play on data-center GPUs and steady cash generation
AMD reported a strong Q3 FY2025 (quarter ended 09/27/2025) with revenue of $9.25B and net income of $1.24B. The company is executing on AI GPU strateg...
Senator Warren Highlights Corruption Risks in Trump’s Cryptocurrency Enterprises in 2025
An In-Depth Review of Warren’s Most Notable Statements and Actions Against Trump’s Crypto Involvement This Year
Throughout 2025, Senator Elizabeth Warren has been a prominent critic of former President Donald Trump’s involvement in cryptocurrency ventures, fre...
Biogen Relative Safety Profile, Leqembi Momentum — A Tactical Long with Defined Stops
Leqembi's uptake and safety edge vs. competing Alzheimer’s entrants make BIIB a tactical buy on dips; trade plan, catalysts, and guardrails below.
Biogen is positioned to defend and grow its Alzheimer’s franchise through Leqembi (lecanemab) adoption and an improving safety/regulatory narrative....
Democratic Concerns Over Potential Election Interference in 2026 Midterms
Amid rising tensions, Democrats highlight risks of federal overreach and election manipulation tactics
With history suggesting Republican vulnerability in the 2026 House elections and recent federal activities raising alarms, Democrats express significa...