AWARE

Note By Ryunsu

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

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A rendering of the 6th-generation Waymo Driver on Hyundai’s all-electric IONIQ 5 SUV.

Aware Original

The Overwhelming Autonomous Driving Leader Proven by Numbers: Waymo’s Full-Scale Takeoff

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Dec 24, 2025

A "PRIVATE CREDIT FUNDS" tornado strikes insurance and investment buildings in a stormy city scene.

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The Shadow of Private Credit Over U.S. Insurers

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A glass bubble filled with stressed analysts floating on a chaotic ocean of smartphones and social media comments debating the AI bubble.

Note By Ryunsu

The ‘AI Bubble Warning Bubble’ Has Grown Bigger Than the Bubble Itself

Ryunsu Sung

Nov 26, 2025

Ryunsu Sung

Jan 21, 2026

Model Portfolio

Jan 21, 2026

Model Portfolio Update

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

Ryunsu Sung

Model Portfolio Update

Strategic buying and position increase for a leveraged bet.

Ryunsu Sung

Major Updates to the Model Portfolio

New portfolio additions and rebalancing executed.

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Summary of Q3 earnings announcements of portfolio companies and execution of strategic rebalancing.

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Notice of New Asset Inclusion and Q3 Rebalancing

Model Portfolio

AWARE - Making Capital Effective and Transparent

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

The Overwhelming Autonomous Driving Leader Proven by Numbers: Waymo’s Full-Scale Takeoff

The Shadow of Private Credit Over U.S. Insurers

The ‘AI Bubble Warning Bubble’ Has Grown Bigger Than the Bubble Itself

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