SK Telecom. Every tracked FinTwit mention of $SKM, newest first. 37 mentions since the first on Mar 4, 2026. See the price chart.
June 2026 · 23 mentions
Jun 18
Michael Sikand 🦑 — @aleabitoreddit whats ur view on $SKM
anthropic at 2t would be ~40% mc and we know they bought at the H
which means it could be more?
they are building soverign infra in
korea w…↗
Jun 16
Michael Sikand 🦑 — $SPCX has added $1T to its market cap in 3 sessions.
Anthropic is next up. And $SKM is the trade. https://t.co/n6BsGn6Z6K↗
Jun 15
Black Panther Capital — @CurcumaaT No. I’m out of $NOK. Still like the thesis. But nok and $SKM was/is my short term portfolio, so I’m always looking for the most asymmetric plays there.↗
Jun 15
Black Panther Capital — Sold my $NOK position in my short-term account today.
Rotated into $SKM.
Here is why:
SK Telecom is not a telecom company anymore. The market still prices it like one.
That is…↗
Jun 14
TheValueist — $SKM SK Telecom: AI Transformation and Post-Crisis Recovery Analysis. Investment Thesis. New: 6/13/26.
SK Telecom enters its AI infrastructure pivot from a position of self-inflic…↗
KawzInvests 🦑 — @yvesstocks Yeah caught that in the Korean press. Says a lot about management, they are not thinking about cashing out at IPO, they are thinking about what Anthropic means for thei…↗
Jun 11
BULL OF BRITAIN — If you want the biggest asymmetry to Anthropics IPO valuation - $SKM are the best r/r you will get for this.
Most people know it as the League of Legends team, but they are allig…↗
Jun 11
KawzInvests 🦑 — @fundmyfund I agree, genuinely think Anthropic could be one of the biggest companies on earth by 2030. Seems to me $SKM could be one of the biggest beneficaries.↗
Jun 11
KawzInvests 🦑 — @josephinvesting Good point, $SKM is quietly assembling the full stack. Anthropic for models, $NVDA for compute, $PENG for the AI factory infrastructure. 🔥🔥↗
Jun 11
KawzInvests 🦑 — Jensen Huang called $SKM the backbone of Korea's AI ecosystem.
$SKM just bought more Anthropic in the Series H and has no intention of selling before the IPO. The CEO said it hims…↗
Jun 11
Michael Sikand 🦑 — $SKM has 4x more Anthropic exposure per dollar of market cap than second place $ZM.
Yesterday, SKT’s CEO Jung Jae-heon confirmed the company participated in Anthropic's Series H…↗
Jun 11
Michael Sikand 🦑 — The SpaceX proxy trade minted generational returns.
Anthropic is next. With an S-1 filed for a $1T+ IPO, how can retail investors play it?
The truth is this trade isn't as straig…↗
Jun 11
KawzInvests 🦑 — $SKM paid $100 million for an Anthropic stake in August 2023.
That position is now worth an estimated $2.7 billion, roughly 19% of SKT's entire market cap.
On June 10, $SKM's CEO…↗
Jun 11
AlmaCap — When Hynix is top of a chart I think wow that’s cool, glad I own SK Hynix.
When Hynix is not top I think, wow that’s cool, more share for Hynix to take, glad I own SK Hynix
$hyn…↗
Jun 10
シバイヌおやびん（投資系VTuber） — $SKM SKテレコムが興味深い
韓国最大の通信事業者だが、AnthropicなどAIベンチャーに投資、 $NVDA と協力してAIクラウドを構築してる。
韓国ソブリンAIの中心に位置してそうで、韓国の $NBIS みたいな立ち位置になるかも。
3%前後と比較的高配当で、P/E（NTM） x18.7 とバリュエーションも低い。
I have a positi…↗
Jun 8
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
BULL OF BRITAIN — $IQE earnings in 3 days. No one realises this company is quietly frontrunning the hidden layer of the 6G capex build-out
" $NVDA and Global Telecom Leaders Commit to Build 6G on O…↗
May 5
pennyether — $PENG - for anyone that wants to gamble... I feel like all the fresh minted "bottleneck" millionaires will bid this up until IV > 300% (or shelf registration, or $SKM dumps their ~…↗
AlmaCap — Asked to take a look at $ZM this week.
Attractive numbers:
> $21B market cap, $7.7B net cash (so $13B EV)
> $1.7B annual FCF, 13% FCF yield on EV
> 84% gross margins, 13x P/E,
>…↗