Last post got removed for being to vague, so I will be a little more specific here! $SKM is my current favorite way to get exposure to anthropic - they invested $100m at a $5b valuation in 2023 and probably have about 0.5% of the company after dilution (estimates vary, dyor). They are also partnering with Anthropic and building AI data centers. Their stake in anthropic is maybe worth $2-3b and they are a $14b company. So much better Anthropic per dollar invested than say AMZN.
There’s also this kicker that South Korea has a foreign ownership limit of 49% for telecom companies. I think if that limit gets breached, the ADR could trade way higher than the local stock (anyone have a view on this?)
Anyone have other good picks to get exposure to Anthropic? Looking for anything that’d be >20% anthropic.