u/NorthcoteTrevelyan · 118d agono track record yet
Long SKM calls · 3030 contracts
DD: SK Telecom ($SKM) Gives A Free Stake in $4T Anthropic. Short-Dated Calls
SK Telecom holds a hidden 0.54% stake in Anthropic (valued at $4T in the author's analysis), which alone implies $20.5B equity value. Combined with core telecom operations (18% upside), data center assets, and other AI investments, the total equity value is $38.2B vs. current $15B market cap, implying 155% upside to $99.57 per ADR.
At post $39.63Now $38.42-3.0% since postedas of Sep 8, 4:30 PM ET
1d-2.4%
3d-3.5%
1w-4.2%
1m-3.3%
3m-15.0%
6m—
1y—