Ryunsu SungDec 10, 20256 minModel PortfolioDec 10, 2025Model Portfolio UpdateStrategic buying and position increase for a leveraged bet.00Model Portfolio
Ryunsu SungNov 27, 20256 minModel PortfolioNov 27, 2025Major Updates to the Model PortfolioNew portfolio additions and rebalancing executed.10Model Portfolio
Ryunsu SungNov 17, 20258 minResearchNov 17, 2025Strategy, With (Not) Much Strategy for InvestorsDigging into the strategy of Strategy, the first-ever “Bitcoin asset trust company” and a pioneer of crypto financial engineering.20Research
Ryunsu SungNov 02, 20256 minModel PortfolioNov 02, 2025Model Portfolio UpdateSummary of Q3 earnings announcements of portfolio companies and execution of strategic rebalancing.00Model Portfolio
Ryunsu SungSep 17, 202515 minResearchSep 17, 2025Oracle’s Blowout AI Results: The Birth of a Cloud Player That Could Overtake Amazon? The GPU Investment Cycle Enters Bubble TerritoryWhat Oracle’s surging RPO growth tells us about a potential AI capex bubble — and the key points investors should consider.20Research