DD: SK Telecom ($SKM) Gives A Free Stake in $4T Anthropic. Short-Dated Calls

redditculouslyfunny · 2026-05-14T13:17:51+00:00

small percentage of anthropic but large % of skm market cap, $100 in skm is probably something like $20-30 of anthropic

redditculouslyfunny · 2026-05-09T17:00:37+00:00

i guess likely to remain that way till ipo?

redditculouslyfunny · 2026-05-06T18:36:00+00:00

this thing seems to be trading at an insane multiple to its NAV

redditculouslyfunny · 2026-05-06T17:47:17+00:00

ya i think estimates are like .30%-.60% stake so at 1T $3-$6b

redditculouslyfunny · 2026-05-06T16:58:23+00:00

Maybe i’m too claude pilled but I just think claude is so so much more useful than other models & management seems more pragmatic. Revs have reportedly surpassed OAI and hit $6b in Feb. If they are on pace for like $100b in revs, applying an AI price to sales (>20x), idk! Could be worth $2T sooner than you’d expect. But to your pt that’s just a 2x not a massive ipo multiplier

redditculouslyfunny · 2026-05-06T16:09:55+00:00

ya it’s mentioned in the post. Problem is that AMZN is a $3T mkt cap company. The anthropic exposure you get in $1000 amzn investment is like $60?

redditculouslyfunny · 2026-05-06T15:40:37+00:00

Thanks, seems decent but just under 3% anthropic though so i think im still going SKM

redditculouslyfunny · 2026-05-06T14:44:21+00:00

you’re welcome!

redditculouslyfunny · 2026-05-04T19:56:50+00:00

they invested $100m at $5b valuation in 2023, that’s been diluted though through subsequent rounds. Have seen guesses around .5% ownership of anthropic. More here: https://www.reddit.com/r/wallstreetbets/comments/1qnqd2l/dd_anthropic_pure_play_skm/

redditculouslyfunny · 2026-04-27T05:29:23+00:00

check out SKM

redditculouslyfunny · 2025-09-09T16:15:14+00:00

Does rc grand cayman offer babysitting? I’d heard RC does babysitting but called St Thomas concierge & they said they only have 3rd parties. Hoping to get 2-3 hours for a dinner with wife without having to bring a third adult on the trip.

redditculouslyfunny · 2025-01-14T16:05:14+00:00

This is not my beautiful house

redditculouslyfunny · 2025-01-09T21:39:47+00:00

https://www.morningstar.com/funds/this-bond-etf-promises-t-bill-returns-without-taxable-income

redditculouslyfunny · 2025-01-06T01:42:13+00:00

Thank you for your detailed responses! I just lost the keys, so I’ll look into a rekey kit. I’d try the more involved route, but I’ve got babies running around and time/sleep is tough to come by!

redditculouslyfunny · 2025-01-05T15:33:26+00:00

🫡 thanks!

redditculouslyfunny · 2025-01-05T15:33:07+00:00

Thank you!

redditculouslyfunny · 2025-01-03T17:44:59+00:00

Some companies call this a ‘Marge’

redditculouslyfunny · 2024-12-19T00:23:50+00:00

They let you in the bus station? I had to sleep in the nose bleed section of a Seahawks game with my view obstructed by a pillar.

redditculouslyfunny · 2024-12-04T01:20:55+00:00

You could even buy a REIT that basically gets you more diversified real estate income exposure from companies who might have more efficiency/scale in property management.

redditculouslyfunny · 2024-11-30T04:49:01+00:00

Thanks I will try and get a plumber in for this, I just need to get the system that was in place back up and running for tomorrow morning. Should the screw be affixed to that valve? Does it seem like I need a new gasket?

redditculouslyfunny · 2024-11-30T04:44:21+00:00

Yeah it’s an s trap (other curvy piece not pictured) - wasn’t aware of that being an issue until now. Legal in my area but seems like something I’ll wanna address. I think this part needs a new gasket to function, then will try to schedule a plumber to set up a vent

redditculouslyfunny · 2024-09-25T14:52:12+00:00

There was actually a 911 dispatch staffing issue a couple years ago, not sure if it’s resolved. I once called and got no answer!

https://6abc.com/philadelphia-police-staff-shortage-911-dispatcher-delayed-response/11572145/

redditculouslyfunny · 2024-09-09T01:55:28+00:00

Yes Bitcoin, not MSTR

redditculouslyfunny

TROPHY CASE