$SKM

4 theses

bullish 100%neutral 0%bearish 0%

Avg return (1m)

+0.4%

Win rate (1m)

50% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

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

Recent theses

Prices as of Jun 10, 4:59 PM ET

$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 →

$SKMDDbullish

u/NorthcoteTrevelyan · 28d 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 $37.81-4.6% since postedas of Jun 10, 4:59 PM ET

1d-2.4%

3d-3.5%

1w-4.2%

1m—

3m—

6m—

1y—

original post →

$SKMDiscussionbullish

u/redditculouslyfunny · 35d agono track record yet

Anthropic exposure

SKM offers superior Anthropic exposure relative to AMZN due to a $2-3b stake (worth >20% of their $14b market cap) acquired at favorable valuation, plus data center partnership with Anthropic. A potential South Korean foreign ownership limit breach could create additional upside via ADR premium.

At post $36.88Now $37.81+2.5% since postedas of Jun 10, 4:59 PM ET

1d-1.6%

3d+2.7%

1w+7.5%

1m+1.5%

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.