Derek Hwang
Materials & Mining Analyst
Articles 806
Retail Giants Fall Silent: The Wave of Store Closures in 2025
An analysis of the major retail chains succumbing to market pressures amid changing consumer behavior
The retail landscape in 2025 witnessed significant contraction as about 8,200 store locations closed across the United States, marking a 12% increase ...
SMCI - Buying the Oversold AI Play Where Fundamentals Still Matter
Actionable long with defined entries and targets as market prices a deeper derating than results warrant
Super Micro (SMCI) is an idiosyncratic AI infrastructure beneficiary that has seen its multiple compress sharply amid macro weakness and headline-driv...
Nvidia Strengthens Future AI Leadership with Strategic $20 Billion Acquisition
The chipmaker pivots to AI inferencing with Groq deal, reinforcing its dominance amid rising competition
Nvidia has secured its position at the forefront of artificial intelligence chip development by acquiring inferencing technology from startup Groq in ...
Enterprise Products Partners: A Durable Income Play for Dividend Investors
Exploring the Strengths and Stability Behind Enterprise Products Partners’ High-Yield Distribution
Enterprise Products Partners (EPD) stands out as a compelling investment option for dividend investors seeking reliable and substantial income. As a m...
Fed Cuts Are Only Half the Story - Why Realty Income Deserves a Yield-Seeking Re-Rating
High monthly payout, rising FFO/cash flow and a conservative balance sheet give O an asymmetric risk/reward as rate cuts approach.
Realty Income (O) looks like a classic policy-led trade with company-specific balance-sheet and cash-flow support. Operating cash flow of $943m in Q3 ...
Greenvale Capital Boosts Varonis Stake to Nearly $100 Million, Establishing It as a Top AUM Holding
Significant third-quarter share acquisition positions Varonis as a notable component of the fund’s diversified portfolio amid mixed operational results
In the third quarter, London-based Greenvale Capital significantly amplified its investment in cybersecurity firm Varonis, acquiring an additional 1.2...
AMC Entertainment Shares Falter Amid Strong Box Office Performance and Financial Uncertainties
Despite robust attendance from blockbuster releases, AMC stock approaches yearly lows amid investor apprehension over balance-sheet risks and market pressures
AMC Entertainment Holdings Inc is seeing its stock price decline near a 52-week low despite impressive box office success, especially from the recent ...
BitMine Immersion Technologies Advances Its Ethereum Holdings and Staking Ambitions
Firm Increases Control Over Ethereum, Prepares for Launch of MAVAN Staking Network in 2026
BitMine Immersion Technologies Inc has significantly bolstered its cryptocurrency portfolio, now controlling over 3.4% of all circulating Ethereum and...
Significant Increase in Stake Signals Confidence in California Resources Corporation's Long-Term Cash Flow Potential
Despite Stock Underperformance, Sourcerock Group Commits $169 Million to California-Based Energy Producer
Denver-based investment firm Sourcerock Group expanded its ownership in California Resources Corporation (CRC), acquiring an additional 1.18 million s...
Dividend Showdown: Evaluating Income Reliability Between UPS and Enterprise Products Partners
A comparative analysis of the dividend profiles and business fundamentals of two high-yielding stocks
Investors seeking dividend income face a choice between United Parcel Service (UPS) with a 6.5% yield and Enterprise Products Partners offering a slig...