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

Dec 29, 2025 Trade Ideas

Precision BioSciences (DTIL) - A Binary Long Into 2026 HBV Proof‑Of‑Concept, High Risk/High Reward

Small market cap, shrinking cash buffer, and a potential 2026 HBV data binary that could re-rate ARCUS exposure — trade it like a clinical binary.

Precision BioSciences is a genome‑editing company built on the ARCUS nuclease platform. Financials show steady R&D spending and consistent operating...

Trade Idea Long
Dec 29, 2025 Finance

Bill Ackman Withdraws Support from Ro Khanna Amid Debate on California Billionaire Tax

Hedge Fund Leader Criticizes Congressman Over Shifting Stance on Wealth Tax Proposal

Billionaire investor Bill Ackman has publicly retracted his endorsement of Congressman Ro Khanna following Khanna's vocal support for a contentious Ca...

Trump and Netanyahu Convene at Mar-a-Lago Amid Critical Gaza Ceasefire Developments
Dec 29, 2025 News & Politics

Trump and Netanyahu Convene at Mar-a-Lago Amid Critical Gaza Ceasefire Developments

Discussion Focuses on Advancing U.S.-Facilitated Gaza Peace Plan and Regional Security Challenges

President Donald Trump is set to hold talks with Israeli Prime Minister Benjamin Netanyahu at Mar-a-Lago, aiming to revive momentum on a fragile Gaza ...

Hungarian Farmers Combat Worsening Drought with Heated Spa Water
Dec 28, 2025 News & Politics

Hungarian Farmers Combat Worsening Drought with Heated Spa Water

Innovative water retention efforts offer hope amidst escalating aridity in southern Hungary’s Great Plain

Farmers in the Kiskunmajsa region of southern Hungary are confronting intensifying drought conditions that have severely depleted groundwater and tran...

Dec 28, 2025 Finance

Assessing BigBear.ai's Prospects Amidst AI Market Dynamics

An in-depth look at BigBear.ai's business model, acquisitions, and revenue challenges

BigBear.ai operates within the niche of government-focused AI solutions, currently grappling with declining revenues despite actively pursuing strateg...

Maximizing Year-End Investment Strategies Through Tax Loss Harvesting
Dec 28, 2025 Business News

Maximizing Year-End Investment Strategies Through Tax Loss Harvesting

Exploring the dual advantages and constraints of capitalizing on underperforming assets before year-end

Tax loss harvesting emerges as a strategic investment approach allowing investors to sell depreciated assets to mitigate taxable capital gains at year...

Dec 28, 2025 Finance

Totem Point Management Adds Significant Stake in BILL Holdings Amid Share Price Decline

Investor Takes Position Valued at $3.77 Million as BILL Stock Lags Broader Market by 38% Over the Past Year

Totem Point Management, an investment firm based in New York City, has recently acquired a new position in BILL Holdings, purchasing 71,225 shares wor...

Dec 28, 2025 Finance

Rivermont Capital Boosts Stake in Grocery Outlet Amid Stock Decline

Despite a 40% drop in share price over the past year, Grocery Outlet attracts significant capital infusion reflective of confidence in its growth strategy

Rivermont Capital Management has notably augmented its investment in Grocery Outlet, acquiring an additional 1.1 million shares in the third quarter, ...

Vivek Ramaswamy Embraces a Measured Conservative Image for Ohio Governor Bid
Dec 28, 2025 Business News

Vivek Ramaswamy Embraces a Measured Conservative Image for Ohio Governor Bid

Shifting from combative national profile to poised political contender ahead of 2026 race

Biotech entrepreneur Vivek Ramaswamy, known for his confrontational style during the 2024 GOP primary, is repositioning himself as a composed conserva...

Navigating the Financial Challenges of Long-Term Care Beyond Medicare Coverage
Dec 28, 2025 Business News

Navigating the Financial Challenges of Long-Term Care Beyond Medicare Coverage

Understanding Medicare’s Limitations and Exploring Strategies for Managing Long-Term Care Expenses

While Medicare provides significant health coverage starting at age 65, it does not cover all health-related expenses retirees may face. Notably, Medi...