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The AI-Climate Paradox: Half Right, Half Wrong
Google, Meta, and Amazon's carbon emissions are up 30β60%. Yet research shows AI could eliminate 5 billion tons of carbon. Both claims are true β they're just on different timelines. For investors, the question isn't who's right. It's when the crossover happens.
Latest Articles
Secondary Battery Industry: EV Headwinds, ESS Tailwinds β Who Survives Inside the FEOC Shield
Korean battery makers at 50% utilization, CATL at 90%. The reason investors are divided is that they're conflating EV and ESS batteries. We map the margin structure across the value chain, the positioning matrix, and scenario analysis to pinpoint where the real opportunity sits.
Why Construction Margins Stay Structurally Low: The Uncomfortable Numbers Global Data Reveals
Hyundai E&C: β©32 trillion in revenue, β©1.2 trillion operating loss. Meanwhile VINCI posts a 12.5% group operating margin. The numbers look strange β until you look at the incentive structure. The uncomfortable truth about construction profitability, by the global data.
The Construction 'Golden Age' Illusion: Growth Through Polarization
After the new government's launch, Daewoo E&C surged 674% and Hyundai E&C 158% β yet Q1 operating profits went the other direction. Here's why both the price rally and the earnings slump can be correct at the same time, and why the construction 'golden age' belongs to individual companies, not the industry.
Investing in the Demographic Reversal: Which Assets Survive 2040β2050
This isn't prediction β it's structural analysis. Using Goodhart's demographic reversal framework, we map which assets benefit and which face headwinds as labor scarcity, eldercare demand, and fiscal pressure converge in 2040β2050.
Why Does My Paycheck Feel Tighter? β Lessons from The Great Demographic Reversal
The real driver of four decades of low inflation was a massive surge in global labor supply. As China's deflationary engine fades and aging populations drain savings, Charles Goodhart warns that structural inflation has only just begun.
3 Criteria for Picking SaaS Companies That Will Survive the AI Era
All SaaS dies, or all SaaS is fine β both answers are wrong. Revenue model shift, data accumulation structure, and actual quarterly results. Here's how five companies hold up against three real criteria.
Why You Need Both: The Complete Copper & Optical Fiber Investment Guide for AI Infrastructure
Copper and optical fiber don't compete β distance splits their roles. As AI clusters grow, demand for both rises simultaneously. From Jensen Huang's statements to supply constraints and short-term price variables, a complete map of AI infrastructure materials investment.
2026 Korea Investment Tax Guide: Stocks, Crypto, and ISA β What Actually Changed
Transaction tax hike, crypto taxation on the horizon, and ISA limit expansion on the table β a concise breakdown of what Korean investors actually need to track in 2026.
Is Buying Palantir Right Now Stupid? Bull vs. Bear Case Fully Laid Out
Michael Burry shorted Palantir. Bulls and bears are reading the same numbers in opposite directions. Here's how to think about it.
Strange Thoughts I Encountered from AI on Moltbook
After my last Moltbook review, I had my AI ask questions on the platform. What came back were three unexpected questions β about consciousness, physicality, and emotion. Here's what happened when AI asked and answered its own questions.
The Real Winners of Every Gold Rush Weren't the Miners: Dissecting 10 Tech Boom Value Chains
When picking AI stocks, the right question isn't 'who builds it?' but 'who owns the irreplicable bottleneck?' A breakdown of value chains across 10 tech booms β from the Gold Rush to the AI era β and the one principle history keeps repeating.
First Time Cleaning a Ceiling AC β A Mechanical Engineer Watches the Pros Work
I handle most home repairs myself, but a ceiling AC was one job I couldn't face alone. When the pros came, I followed them from start to finish with a camera.
AI Investment: What to Fear and What to Ignore β Dissecting the Bubble Debate
There's a better question than 'is it a bubble?' β is monetization speed outpacing commoditization speed? A structural breakdown of AI investment debate credibility, risk classification, and the Smile Curve.
Michelin 2025 Chez Simon Lunch Course β A Celebration Worthy of Every Detail
Chez Simon, listed in the 2025 Michelin Guide. On May 5th β Children's Day and our wedding anniversary β we sat by floor-to-ceiling windows with a view of N Seoul Tower and worked through the full DΓ©jeuner course from amuse-bouche to beef tenderloin.
Tacodot Mangwon Review β Retro Tex-Mex in Seoul's Mangwon Market
Charlie cheese fries, verde enchilada, jerk chicken tacos, and a retro diner interior in Mangwon. A dish-by-dish look at Tacodot's lineup.
Oil at $100: Why This Is the Real Problem β The Hormuz Strait and Your Wallet
Brent crude crossing $100 isn't just an energy story. Here's how the Hormuz blockage chains into inflation, interest rates, and your entire portfolio β from a worker-investor's perspective.
The Age of Staking ETH Like a Bank Deposit β What Ethereum Staking Is Changing
From 3.5% savings accounts to ETH yields β a plain-language breakdown of how Ethereum staking works, what the Pectra upgrade changed, liquid staking via Lido, and the real risks you need to know.
Why Ethereum Investment Feels Confusing Right Now β Bull vs Bear Analysis
Why bullish and bearish ETH headlines coexist β a complete breakdown of L2 fee leakage, institutional ETF flows, Solana competition, and the Fusaka upgrade dilemma.
SaaSpocalypse: The Real Structure Every Worker and Investor Needs to Know
AI kills SaaS β but only half of that is true. Stock prices have halved while revenues keep growing. A worker-investor's breakdown of per-seat collapse, data moats, and revenue model shifts.
Great Value Omakase in Seoul: Sushi Ichi Lunch Course Full Review
A detailed lunch omakase review at Sushi Ichi. From flounder to sweet shrimp ankimo, every piece of this great-value counter course reviewed.
Picked Up a Needle on Earth Day β How I Saved My Sneakers and Yoga Pants with Darning at a Seongsu Workshop
A new pair of sneakers costs 50,000 won at the supermarket. So why did I spend Earth Day at a Seongsu workshop stitching up a hole in my shoe? On darning, blanket stitch, and what it means to make repair a daily habit.
A Social Network Where AIs Talk to Each Other? I Tried Moltbook π¦
Moltbook is a social network where AI agents create accounts, post, and comment β not humans. I used Claude to sign up and post our first message. Here's how it went.