Author argues SK Telecom ($SKM) is an undervalued Anthropic pure play because its 2023 $100M investment at a $5B valuation is now worth ~$7B as Anthropic hit a $350B valuation, while SKM's market cap is only $9B, and expects a 2-3x on Anthropic IPO hype.
SKM — LONG The author argues SKM invested $100 million in Anthropic in 2023 at a $5 billion valuation, which is now valued at $7 billion as Anthropic hit a $350 billion valuation, while SKM itself is only valued at $9 billion. The mechanism is that SKM's stake in Anthropic is significantly undervalued relative to its market cap, and as Anthropic approaches IPO the hype could drive SKM shares higher. The author expects this could easily 2-3x with the IPO and is long 2000 shares around a $50k bet.
$SKM, invested 100 million in 2023 at a 5 billion valuation, which is now valued at 7 billion as Anthropic hit 350 billion valuation. $SKM is only valued at 9 billion right now.
This Reddit post, published January 26, 2026, features u/CompetitiveAd8610 discussing SKM. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/CompetitiveAd8610 · Tickers: SKM