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Pre-Market Gainers and Losers for Today (August 14, 2026) 📈 📉
[DD] Short the overvalued italian shitco software basket $BSP
[DD]: Shorting the most levered overvalued Software Shitco $BSP
Pre-Market Gainers and Losers for Today (July 16, 2026) 📈 📉
Pre-Market Gainers and Losers for Today (June 16, 2026) 📈 📉
Pre-Market Gainers and Losers for Today (June 4, 2026) 📈 📉
Pre-Market Gainers and Losers for Today (June 1, 2026) 📈 📉
DD: SK Telecom ($SKM) Gives A Free Stake in $4T Anthropic. Short-Dated Calls
The biggest loser from the Anthropic X Pentagon saga will be a little known Korean telecom
Purest Profit Play for Upcoming Anthropic Black List from US Gov
Why I'm Betting (Relatively) Big on IPOs This Year - DD
Why I'm Betting (Relatively) Big on IPOs This Year - DD?
While KT screens as a value play, the lack of a moat kept me from investing
Is SKM a buy? Recent drop can't be explained.
Mentions
SKM is a $15B Korean telecom that owns less than 1% of Anthropic but its investment will add at least $7.5 billion to its NAV. Also, ETFs will just water down the share of Anthropic you are buying by letting late investors pile in. That’s why ETFs were marginal proxy plays for SPCX IPO. Another play is QQQ. Almost every major company with a large stake in Anthropic is in QQQ, including AMZN, MSFT, Salesforce, GOOGLE and Zoom. Will require holding until each recognizes the value.
How are you feeling about SKM today??? I'm thinking today especially is an excellent time to buy... Would love your thoughts!
SKM has had a nice correction tbh
Friendly reminder that SKM owns 0.9% of SKHY's NAND and SSD production company, Solidigm, aquired from Intel in 2021. In addition SKM owns 0.3-0.5% of Anthropic, 10.3% of PENG, as well as minority stakes in Perplexity, Lambda labs, JOBY.
Have you considered that the US government might negatively affect SKM’s anthropic payoff? After all, SKM was accused of ties to China and subsequently blocked from accessing Mythos
I have a $100k+ position in SKM. Underwater so far haha. I regret not taking some profit when it hit ATH
Awe shit, the beast is freed. Been in SKM for a good while now.
Did SKM lose Faker or something?
I think fair value for SKM core is 32-36$/share.
SKM my beautiful Korean butterfly, what are you doing? You’re flying the wrong way
Nokia has no moat here. A lot of other companies (QKD, NET, SKM, Juniper) all have post-quantum solutions that meet FIPS 140-3 post quantum requirements.
>Google owns Gemini. Leading LLM and it will power iPhone’s Siri Gemini is by far the worst LLM out all of all 4 leading American companies. It hallucinates frequently, struggles to reason, and performs poorly in real world use cases. They pay Billions to phone OEMs just to drive engagement with the Gemini app. It's a money pit. Check the /r/GeminiAI subreddit if you want to see sentiment about the app the past few weeks >Google owns TPUs. To compete with nvidia So does Amazon, Meta, Microsoft. Every big tech company has their own chips nowadays. >Google owns Waymo Which will be out-competed by Tesla. Waymo costs more than a regular taxi/uber whereas Tesla actually has competitive prices. You also seem to be conveniently omitting that Google search is bleeding uses at the same time ChatGPT is beginning to expand its ads program, and this is the source of the majority of Google's revenue. Literally the only real nice thing about Google is their 15% stake in Anthropic. But if you're looking for a pure play on Anthropic, you can buy SKM or ZM which is far more efficient.
CSCO and SKM will continue to make new ATH. Any pull back will be bought.
SKM got quite a bump too, double bump with Anthropic filing for IPO
I made a ton on MDB and SKM today. Erect for tomorrow, I bought QQQ puts
SKM going up. Thank you Faker 🙏
Why did SKM pop 19% today, was that all because of the NVDA announcement?
buying SKM based off anthropic IPO announcement
SKM is tearing it up in premarket, gogogo!
I asked Claude what my portfolio should look like and it told me to full port SKM????
I have my own online one-person business (not really SAAS but close enough to use that term) and I can't begin to tell you what a game changer Claude has been for me in the last several months. Anything and everything that has been on my ever-growing "to do" list for the last 10 years, Claude knocked out in about 6 weeks. And it found and fixed multiple potential security exploits I never would have found myself. My sites are now faster, more secure, and more feature-rich than ever, and it cost me about $600 in Max subscriptions, vs. hiring an actual developer for 100-250x that to accomplish the same. I don't collect or store any financial or personal information (other than emails) so nothing here is so critical that I wouldn't trust an AI agent to handle it. But at this point I do explicitly trust Claude. It almost never hallucinates, and when it does, it catches it on its own, recognizes the problem and goes back and fixes it properly, without any input from me. We're at a point now that if you're in this type of business, a Claude subscription is not a "nice to have" - it's a must have. So I'm a huge bull when it comes to Anthropic... the product is so unbelievably good in my field that I absolutely can see it starting to conquer others one by one. If any company is going to become the next Google-level monster, this is the one I'm putting my money on. Full disclosure: I have a medium-sized position in SKM specifically because of its heavy exposure (percentage-wise) in Anthropic.
So.... SKM and AMZN. Got it.
SKM is up 80% this year because a large chunk of the value is their Anthropic investment. SATS is up almost 100% in the last 6 months because a substantial chunk of their value is their SpaceX investment. There are a bunch of CEFs that offer private investments, although often at absurd premiums to NAV. There are ways to invest for people who want to do the research. Should people be able to ivnest in this sort of thing before they get to absurd valuations? Sure, but they can't so have to find other ways.
Instructions unclear. Tried to buy SKM, accidentally adopted a Korean e-sports team. Still bullish though.
I don't know what a SKM is, but I saw a picture of a guy in glasses looking focused, so I’m liquidating my savings account as we speak.
I had a look. Very well written , the valuation of the other holdings and the fully diluted dig answered the main 2 main questions I had left about SKM. I’m adding a bit more today. I do think that you are more aggressive than me , my calls are for January . I’m also not sure about 4T valuation for Anthropic; people are quite scared of big numbers. I do agree it’s a reasonable prediction but I personally would put it as bull case and 2T the base case. Best of luck bro , hope we both post gains in some months.
added 10 of SKM 01/15/2027 40.00 C and 5 of DRAM 06/17/2027 58.00 C
SKM right after the ZM news broke was the best post I'd ever seen here. Stock doubled in 3 months after that on a thesis that literally couldn't go tits up.
50 hours? It took me 10 minutes of research to come to the same conclusion as you (SKM is a buy), but your math is so completely incorrect that I’m going to assume it’s because you were busy jerking off for 49 hours.
had a look. SKM had a 700% premium snap in 2000! Tho these don't last long - same dynamic as short squeezes it seems.
AGIX's fund is 3% Anthropic. For SKM, coming back to earth at a $1T valuation, with current price, $5B is Anthro, which is 22% of SKM. $500B val is 18%. $2T = 45%. Way different exposure.
Never knew SK Telecom has US listing, that explain the calls. I'm bad at math but why don't you buy AGIX ETF for Antrophic + SpaceX exposure with total \~3% of holdings vs SKM with 0.3% antrophic stake?
Nice DD, I have 350 contracts for Jan with 45 and 50 strikes; $200k exposure \> A few clowns still parrot 0.30% today, because they took the number from a loosely worded SKM disclosure in English and never checked They do state in their annual report (the 500 page+ thing, they also have an english version on the englishdart website) the 0.3% stake, right next to the fact that they own 3,703,141 shares. I don't understand how tf they got dilluted so hard from 0.7 to 0.3, I looked into it a fair amount as well and the dillution math didn't check out, but eh. Also, you didn't include the fact that SKT requires 51% ownership from SK citizens (resident?) with foreign ownership capped at 49%. This is actually extremely bullish as if this limit is reached you will see the ADR start trading at quite a premium compared to the underlying, further boosting the bull thesis. Look at my profile, I posted about SKM a couple of weeks ago, there's a good comment chain from a guy. Currently, the foreign ownership rate is at 39.48%; I use finance naver com to check
#TLDR --- Ticker: SKM Direction: Up Prognosis: Buy SKM May, June, and Sept 2026 Calls ($35 - $55 Strikes) Catalyst: Anthropic dominating the AI market and an anticipated Q4 2026 IPO. Author's Crack Consumption: High (Values Anthropic at a casual $4 Trillion).
SKM gives highest delta exposure to anthropic at the moment
SKM has a decent sized stake in Anthropic.
SK Telecom ($SKM) has a pretty big stake. About 30% of their market cap I believe.
but of course if you MUST have exposure to Anthropic, and you have NO access to private equity, then SKM is probly ur best choice
i rmb i did some napkin math and the stake seems to be fairly/optimistically valuing Anthropic at 1+ Trillion already its fine to get exposure through SKM but just know the market has already priced a lot in
Thanks, seems decent but just under 3% anthropic though so i think im still going SKM
$SKM will be up the roof when Anthropic goes public. It’s a great pick!
How much of SKM is Anthropic?
“should I buy calls/puts on SKM? One word answer only”
yeah it's a korean telecom business act thing, applies to facilities-based telecom carriers (SKT, KT, LG U+) not all korean stocks. strategic-industry rule, similar flavor to US FCC caps on telecoms. ADR doesn't get around it. the depositary holds underlying KOSPI shares so ADR ownership counts as foreign at the source. when the cap binds, depositary stops issuing new ADRs, existing ones keep trading, and the ADR premium to KOSPI parity blows out. SKM's ~4-5% premium today is partly that dynamic priced in early. an amendment to relax the cap has been pending since 2018, wouldn't bet on it landing. there's a carveout letting US/EU companies hold >49% indirectly through a korean sub that meets public interest tests, but that's for big strategics not retail. practical math, 49% minus 38% = ~11% of headroom, roughly $1.5B of additional foreign demand absorbable at current mkt cap before the cap binds. once it binds the ADR premium widens, which helps if you're already long the ADR but caps how much foreign capital can chase the anthropic story through SKM directly.
nice DD korea investment & securities pegs the current stake at 0.58%, not 0.5%. they walked skt's H1 2024 disclosure of 0.7% (KRW 192.5B book) forward through E/F/G. your zoom dilution math was the right anchor btw, 2.0% to 0.58% is what flows through. baird's $4B zoom upper bound implies near-zero dilution which is silly. at 0.58% x $1T that's ~$5.8B on ~$14B mkt cap, closer to $0.41 of anthropic per $1 of SKM. at the $800B secondary mark it's ~$0.33. zoom is ~$0.04 on the same math, not close. couple of structural things the post understates. anthropic sits on skt directly, not SK square or SK inc, so it's the cleanest SK group route in. foreign ownership is also 38% vs the 49% cap, room before that binds. biggest non-anthropic risk is the dividend cancellation. 33yr streak broken after the cyberattack tanked FY25 (OP -41%, NI -73%). yuanta has FY26 OP rebounding +72% so consensus already prices the recovery, slow recovery is the real downside. also 15% withholding for US holders and KRW at 1,479 and weakening. for the oct 2026 IPO catalyst, jan 2027 leaps capture the lockup expiry around Q2 2027.
I think that the quoted zoom numbers from Baird are bad. Excuse the AI output but I’m not writing all this Zoom (May 2023): • Participated in Anthropic’s Series C at a roughly $4.5B post-money valuation • Invested $51M via Zoom Ventures → initial stake ~1.1–1.3% • Round was led by Spark Capital alongside Google and Salesforce SK Telecom (August 2023): • Invested ~3 months later at a roughly $5B valuation (per several sell-side analyses) • Invested $100M (announced as an “additional” investment following an earlier SKTVC stake) → initial stake ~2% • This was a separate strategic round rather than part of the May Series C Your math is sound. The starting points were: • Zoom: $51M at ~$4.5B (May 2023 Series C) → ~1.1% initial • SKT: $100M at ~$5B (Aug 2023, post the Series C that already diluted Zoom) → ~2% initial So at the moment SKT’s check cleared, SKT was at ~2%, Zoom was already diluted from 1.13% down a notch by SKT’s round itself, and from there both should dilute proportionally through Series D, E, F, and G. SKT should remain ~2x Zoom in percentage terms throughout. Reality check against SKT’s disclosed numbers (the only hard data either company has published): • SKT’s H1 2024 semi-annual report disclosed 0.7% at book value of ₩192.5B • Korean analysts (Korea Investment & Securities) now estimate ~0.58% post further dilution • That’s roughly 2.0% → 0.58%, i.e. ~71% dilution of the original stake Applying the same dilution to Zoom’s ~1.1% initial stake → ~0.32% today, which at Anthropic’s $380B post-money is worth roughly $1.2B. So the consistent answer is something like: Zoom (ZM) • Initial investment: $51M (May 2023, Series C) • Anthropic valuation at entry: ~$4.5B • Initial stake: ~1.1% • Estimated current stake: ~0.3% • Value @ $380B Anthropic: ~$1.2B • Market cap: ~$27.6B • Stake as % of market cap: ~4–5% SK Telecom (SKM) • Initial investment: $100M (Aug 2023) • Anthropic valuation at entry: ~$5B • Initial stake: ~2.0% • Estimated current stake: ~0.58% • Value @ $380B Anthropic: ~$2.2B • Market cap: ~$14.2B • Stake as % of market cap: ~15–16% Why the published analyst numbers are messy: 1. Baird’s $2–4B Zoom range is generous. It implies 0.57–1.14% remaining, which is nearly Zoom’s initial stake — they’re effectively assuming little to no dilution, which is unrealistic given the ~$60B+ raised in subsequent rounds. 2. Different analysts are anchoring on different things — some on the original $100M/$51M check sizes, some on book values, some on assumed pro-rata participation. 3. Neither company has officially disclosed current ownership %. SKT at least gave one data point in its semi-annual report; Zoom has disclosed nothing beyond the original $51M “strategic investments” line item. Unless Zoom had anti-dilution protection (no public evidence of that — Series C strategic investors typically don’t get it), or Zoom topped up in later rounds (also no evidence), your inference is correct: SKT’s current Anthropic stake should be roughly twice Zoom’s. The widely cited $2–4B Zoom figure is almost certainly the high end of plausible, and the consensus has just been sloppy.
Take a look at zoom. They also have invested in Anthropic. If you consider their cash on hand, I believe they are the better proxy. Their share price does not reflect the current Anthropic valuation/has not run up like SKM. Calls are much more liquid. Position: 25 Calls 06/27 Strike 120
Anyone planning to buy $SKM for anthropic play? they own around 2% of the company but currently valued at $15b. seems like free money??
SKM holds a significant portion of their market cap in Anthropic. I've got calls
Legitimately shocked that SKM isn't more widely discussed here. It is by far the best way right now to get exposure to Anthropic/Claude pre-IPO.
Anyone else watching SKM for some juicy Anthropic pre-IPO exposure? Saw one post on it here about 2 months ago and dropped $25k in for kicks, solid gains since then and still on the move.
ZM had their anthropic surge and then shit the bed on fundmentals. And THEN continued to fall from macro. Get your timelime straight. The market clearly agrees SKM is the better play.
No it's not lmao. SKM p/e is 44 while ZM p/e is 12, ZM also generates much more revenue than SKM. But with that said, both are considered high p/e and will most probably going to eat shit even with the Anthropic investment since we're in a bear market. Bullish points are only bullish when the market is not actively trying to selloff due to macro economics situation affecting everyone.
SKM is much better than ZM for the same reason.
I went with SKM, they also have a significant investment in Anthropic considering their market cap
SKM pump saved me from MSFT losses, Holy fucking shit microshaft get a grip
You can just buy SKM to get anthropic exposure
LoL, my first thought was to trim SKM, because it's entirely news driven pop.
If you like all of these names still, just take a little profit from each (except SKM) and keep your portfolio balanced
#TLDR --- Ticker: SKM Direction: Down Prognosis: Short Shares (Options are illiquid) Catalyst: Anthropic refusing Pentagon access by 5pm today leads to US Gov blacklist and valuation crash. Elon Factor: Bullish on Hating "Misanthropic"
SKM about to go off on a tear... IMO a solid way to get exposure to Anthropic pre-IPO. https://www.mk.co.kr/en/stock/11962745
I put a big chunk of $$$ into SKM the day you posted this and have been pretty chuffed by the results. Cheers!
Just buy a company like SKM. They invested when Anthropic was $5B. Their investment might be worth more than the their whole companies market cap here soon.
SATS current market cap = $32B SATS market cap before SpaceX hype = $5B SATS equity in space (2.8%) * 1T valuation = $28B where’s the upside? Same with SKM, ~8B market cap before hype + $2-3B = current market cap of ~11B.
Damn. I don't trust that $SKM 9/18 being far enough out. These companies are hemorrhaging capital and I think later in Q4 is a safer bet
This is a good take, just a little late... especially on SKM
this is some next level hopium but i actually dig the logic on SATS, didn't know they had that much spacex exposure the SKM play is interesting too, korean telecom with anthropic stakes sounds like the kind of weird angle that could actually print. though calling MSFT a "23% discount" when it's been trading sideways for months feels optimistic your strike prices are pretty aggressive though, especially that $600 MSFT call lmao. but hey if these IPOs actually drop this year and the hype train gets rolling you might be onto something
[who knew?](https://www.reddit.com/r/wallstreetbets/s/Yyw3X1SKM0)
Thank you SKM guy from yesterday
Here we go tards... The secret is out today - been trading a lot in the emerging tech space. For those interested in getting exposure to some of the bigger names coming out: 1. SpaceX: Buy SATS: Echostar owns \~3% of SpaceX through a spectrum sale and is ripe to reap the benefits of the IPO. A disproportionate vlue of its market cap is tied to the SpaceX stock and is considering of of the best tracking stocks for SpaceX. For 2X, you can also buy SATG 2. Anthropic: Buy SKM: SK Telecom holds about \~0.58 % of Anthropic. 23% of the SKM market cap is based on their Anthopic holdings. Ride the wave 3. SK Hynix/Samsung: Buy EWY: South Korea ETF with SK Hynix and Samsung weighing a large component (43%). 4. Boston Dynamics: Buy EWY: Hyundai (which owns Boston dynamaics) makes up 3% of the ETFs holdings. My Positions: \- 310 shares of SATS \- 100 shares of SATG \- 100 x March 20 30C SKM \- 500 shares of SKM
It appears that I may have been slightly wrong about SKM 🤡
So now you understand why amazon didn't move and SKM did. Good...
Good find. As a percentage of their market cap, their holding is significant. Amazon, Google, Nvidia and Microsoft also hold multi-billion stakes in Anthropic. As do Cisco, Qualcomm, Intuit, and a bunch of funds and asset management companies. Current valuation sits around 350B, of which SKM holds roughly 0.6% of Anthropic at 2.1B. that's almost a quarter of their market cap.
Even as of the latest valuation it's \~2B which is around 20%. Now check out how much SKM went up since Jan 16th
AMZN's stake in anthropic is an earnings rounding error, whereas SKM's stake is 20-30% of market cap.
Anthropic exposure? Check. Immune to trump BS? Check. Not crazy IV? Check. SKM could hit 32-35 . My extra cash just went into this thesis.
#TLDR --- Ticker: SKM Direction: Up Prognosis: Buy Shares (Anthropic IPO Proxy) Catalyst: SKM invested $100M in Anthropic early; OP claims the stake is now worth ~$7B while SKM represents a "cheap" entry before the IPO hype cycle. Red Flag / Alpha: OP is a literal time traveler (The screenshot says the fill date is Jan 26, 2026).
#TLDR --- Ticker: SKM Direction: Up Prognosis: Buy Shares (OP dropped $100k) Thesis: SKM is a proxy play for Anthropic. OP claims SKM's stake in Anthropic is worth $7B while SKM's total market cap is only $9B. Math: Highly Regarded (Claiming a $100M investment turned into $7B in one year is... bold)
To keep as a watchlist: 🇯🇵: EWJ, TM, NSANY, HMC. 🇰🇷: EWY, CPNG, LPL, SKM.
https://twitter.com/DystopWorld/status/1733113243965575643?t=47-1E4voHFEqiPT6PZVL8w&s=19 Full video. https://m.youtube.com/watch?si=SKM9cPX9c70xKpOZ&v=FID0BLkZXuY&feature=youtu.be
[https://www.youtube.com/shorts/S1jhCz12SKM?feature=share](https://www.youtube.com/shorts/S1jhCz12SKM?feature=share)
Except they do.. [https://www.youtube.com/shorts/S1jhCz12SKM?feature=share](https://www.youtube.com/shorts/S1jhCz12SKM?feature=share)
What is [Tiger Shroff](https://www.google.com/search?gs_ssp=eJzj4tLP1TfIMDdMTzI3YPTiKclMTy1SKM4oyk9LAwBkiggq&q=tiger+shroff&oq=tiger&aqs=chrome.2.69i59j46i433i512j46i67i131i433i650j0i67i650j46i67i433i650j0i67i650j46i67i650j0i67i650l2j46i67i433i650j0i433i512j46i199i433i465i512j46i131i340i433i512j0i271l2.1941j0j9&client=ms-android-google&sourceid=chrome-mobile&ie=UTF-8) doing here
Buying more SBUX, VALE, and SKM (SK telecom because league of legends is heating up)
Not financial advice and I am not an expert by any means but seems like a risk investment trying to chase a high dividend yield on an industry that is already pretty much stale and not going to grow that much in a company that has gone down in value for years in a country that is doing very bad. For me TEO is a big no. If you are looking at 10-20 years investment and you think Argentina is going to turn around then maybe but still, too risk for the reward. If you wanna invest in foreign telecom companies with relatively high dividend that have a potential to go back up I would focus on other countries. Some people mentioned China here, I have some positions in South Korea's KT and SKM for example. If you wanna take a risk and invest in a beaten down stock of a developing country with high dividend yield and a real chance of growth then my personal bet here is Petrobras. If you want to diversify your dividend portfolio with foreign companies that are beaten down and have chances of recovering their ATHs then some European banks are good options. Same with some banks in Asia, again I own some shares in some Spanish and Korean banks.
The company split itself in two, into (1) its broadband business and (2) all of its other businesses. As a result, holders of SKM got that substantial cash dividend (basically a payment for the assets they no longer own, represent by (2) above)... and accordingly the share price of SKM went down by roughly the same amount on the ex-dividend date, which was a few days ago.
Dividend stocks: SKM, MMP, LUMN, EPD, IMBBY. Holding your positions will do you less harm if you have cash coming through dividends.