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Ryunsu Sung

Strategy Inc.의 주황색 브랜드 마크.

Strategy, With (Not) Much Strategy for Investors

Digging into the strategy of Strategy, the first-ever “Bitcoin asset trust company” and a pioneer of crypto financial engineering.

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Ryunsu Sung

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Ryunsu Sung

Oracle logo at their headquarters in Silicon Valley; Oracle Corporation is a global computer technology company specializing in database management systems.

Oracle’s Blowout AI Results: The Birth of a Cloud Player That Could Overtake Amazon? The GPU Investment Cycle Enters Bubble Territory

What Oracle’s surging RPO growth tells us about a potential AI capex bubble — and the key points investors should consider.

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Ryunsu Sung

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Sungwoo Bae

Johnson Controls International (JCI) Research 썸네일 이미지

Johnson Controls International (JCI) Research

Johnson Controls International (JCI) Premium Research

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Sungwoo Bae

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Sungwoo Bae

Performance Food Group (PFGC) Research 썸네일 이미지

Performance Food Group (PFGC) Research

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Sungwoo Bae

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Ryunsu Sung

Analysis of U.S. Household Credit Risk – Q1 2025 썸네일 이미지

Analysis of U.S. Household Credit Risk – Q1 2025

In the first quarter of 2025, U.S. household debt increased slightly, but rapidly worsening delinquency rates are raising concerns. In particular, the share of seriously delinquent loans has risen markedly in student loans and mortgages, signaling a weakening in households’ repayment capacity.

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Ryunsu Sung

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