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u/Teekay53

2 theses · first seen May 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-3.4%-3.4%
3d2200%-2.7%-2.7%
1w2200%-4.3%-4.3%
1m1100%-0.7%-0.7%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$SKMDDbullish
u/Teekay53 · 20d ago1 prior · awaiting results
Long SKM

Got a bit more, 250k in $SKM

SK Telecom holds 3.7M Anthropic shares marked at ~$1.0B, implying a ~$350–380B Anthropic valuation. The bull case is a directional bet on Anthropic's valuation continuing to rise and being monetized (via IPO or secondary), with a mature telecom business providing a floor underneath. Recent FY2025 audit confirms Anthropic gross margin improved to ~50% and is projected to reach ~77% by 2028.

At post $39.08Now $37.81-3.3% since postedas of Jun 10, 4:59 PM ET
1d-3.4%
3d-3.4%
1w-5.8%
1m—
3m—
6m—
1y—
original post →
$SKMYOLObullish
u/Teekay53 · 47d ago1 prior · awaiting results
“$125k on $SKM”

$125k on $SKM. The Anthropic backdoor

Stable wireless business in South Korea with core valuation of 10-11B, plus ~5B value from 0.5% Anthropic stake (valued at 1T). Author believes implied Anthropic exposure per dollar of SKM (~0.3 per share) provides leveraged upside to Claude AI upside.

At post $38.04Now $37.81-0.6% since postedas of Jun 10, 4:59 PM ET
1d—
3d-2.0%
1w-2.7%
1m-0.7%
3m—
6m—
1y—
original post →

End of results.