SKM SK Telecom Co., Ltd. ADR Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
20:45
Oct 13
Oct 13
r/wallstreetbets
Disclosed long SKM position
The author discloses a long position in SKM, a Korean telecom, listed among Anthropic-related tickers tracked on the dashboard. The dashboard compares SKM to QQQ with volume versus normal. No independent rationale is provided beyond the disclosed holding.
SKM
SK Telecom Co., Ltd. ADR
Long
1ST
Position: Holding
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15:19
Jul 22
Jul 22
Thread Guy
Short SKM, Anthropic margins pressured.
Short SK Telecom (SKM) as a proxy bet against Anthropic. Chinese open-source models will continue to pressure the market share, pricing and margins of Anthropic and OpenAI, making it unlikely they can IPO above $1 trillion or maintain durable moats. SKM holds a stake in Anthropic that is a large portion of its valuation.
SKM
SK Telecom Co., Ltd. ADR
Short
1ST
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20:56
Jun 16
Jun 16
Buy SKM for outsized Anthropic exposure ahead of IPO and cheap core telco valuation at 6.1x.
SKM
SK Telecom Co., Ltd. ADR
Long
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About SKM Investor Commentary
Across the available history and selected sources, Buzzberg tracks SKM (SK Telecom Co., Ltd. ADR) across 29 sources: 15 bullish vs 1 bearish calls from 33 authors. Historical directional balance: 19% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 72 total trade ideas tracked. Past 7 days, before deduplication: 8 other directions. Latest voices: u/TechnologyFlat3066, Thread Guy, michaelsikand.