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Ryunsu Sung

AWARE Model Portfolio Update Banner.

Model Portfolio Update: Interpreting the Market Downturn Led by the Software Sector

Here emerges the elephant in the room. Software companies can no longer leverage an "asset-light" business structure.

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Ryunsu Sung

Model Portfolio
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Ryunsu Sung

People navigating a wooden maze structure.

Why Bitcoin Keeps Falling: The Downward Spiral of the Gamma Trap

Bitcoin price: The sum of the numbers in our minds divided by the number of people

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Ryunsu Sung

Aware Original
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Ryunsu Sung

Meta Clonee Data Center.

Diverging Investor Reactions to Aggressive AI Capex at Meta and Microsoft

At the end of every product’s life cycle, it is the fundamental user experience that ultimately determines customer value.

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Ryunsu Sung

Aware Original
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Ryunsu Sung

AWARE Model Portfolio update banner image.

Model Portfolio Update

Assessing the full-fledged turnaround potential of a once-struggling company.

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Ryunsu Sung

Model Portfolio
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Ryunsu Sung

삼성전자 화성 나노시티 사업장 전경.

Industrial policy must be grounded in facts and expertise, not armchair opinions

At a time when plausible-sounding arguments from non-experts are threatening to derail a century-long national strategy, we must stand squarely in front of cold, emotionless facts and industrial logic.

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Ryunsu Sung

Note By Ryunsu

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