$SKM

SK Telecom

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$SKM

SK Telecom

Past 12mo:6mentions4voices

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All voices6 mentions since Apr 2026calls only

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Frequently asked

Who mentions $SKM most on Surfaced?

@yasutaketin (シバイヌおやびん（投資系VTuber）) mentions $SKM most — 3 mentions in the past 12 months.

When was $SKM first mentioned on Surfaced?

The earliest tracked mention of $SKM in the Surfaced archive was on Apr 18, 2026.

How many voices track $SKM?

4 FinTwit voices have mentioned $SKM 6 times in the past 12 months.

What kind of voices mention $SKM most?

$SKM is mentioned most by Semis voices on Surfaced.

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Recent mentions

6 mentions

@investmentguru_Jun 2, 2026 · 10:29 AM

$SKM

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@yasutaketinJun 1, 2026 · 9:23 AM

$ZM も $SKM もAnthropic初期投資株を目当てに買ったんだけど、それぞれの業績もわりと良くてさらに上がってる感じやね。😇

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@yasutaketinJun 1, 2026 · 9:23 AM

【SKテレコム $SKM が今日10%上昇の理由】・韓国の5月輸出が前年比+53.2%と市場予想を大幅に上回り、半導体輸出も過去最高を更新。AI向けメモリ需要の強さが再確認された。・NVIDIAのJensen Huangによる台湾・韓国サプライチェーンとの連携強化への期待から、韓国のAI関連銘柄全体に資金流入が発生。・韓国市場ではAIテーマへの物色が継続しており、半導体・データセンター・通信インフラ関連株が広く買われた。・SKテレコムは従来の通信会社から、AIデータセンター、GPUクラウド、AIインフラ事業を持つ企業として評価され始めている。Q1ではAIデータセンター売上が前年比+89%だった。・直近決算でもAIデータセンター事業が高成長を維持しており、AI関連の恩恵銘柄として認識されている。・韓国大統領選を控えた政策期待もあり、国内成長株やAI関連株への資金流入が加速している。要約すると、・半導体輸出好調・韓国AI関連株への資金集中・AIインフラ企業としての再評価・政策期待によるリスクオンこれらが重なり、SKテレコムは通信株というより「韓国AIインフラ銘柄」として買われ、10%近い上昇につながったとみられる。

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@yasutaketinJun 1, 2026 · 6:02 AM

$SKM が上がってる https://t.co/Awoi2p4VcQ

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@bullofbritainMay 25, 2026 · 4:30 PM

$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 Open and Secure AI-Native Platforms " 6G is the next big telco capex cycle and everyone else seems to be focusing on Physical AI. The supply chain - Tier 4 Operators: $BT, $DT , $TMUS , $SKM - Tier 3 OEMs: $NOK, $ERIC, Samsung Networks - Tier 2 Chips: $MTSI, $QRVO, $LITE - Tier 1 Wafers: $IQE Why IQE is the biggest Photonics beneficary of 6G > IQE manufactures epi wafers for all four of the III-V families (GaAs, InP, GaN, and GaSb), with both MOCVD and MBE capabilities. > That breadth matters here because the 6G frontend doesn't use one material, it uses several layered together, and IQE is the only independent supplier that can sell into all of them from one footprint. > In April 2026. $MTSI led an £81M investment into $IQE. That is 83% of IQE's annual revenue. > Their telecom is up +41% YoY in FY25. We know this for a fact. That wafer demand prints onto future quarters.

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@almacap114204Apr 18, 2026 · 10:11 AM

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, > $4.2B in buybacks And Zoom Ventures investment in Anthropic. $2-4B today against a $21B market cap. If Anthropic gets to $1T, that stake is plausibly $10B. Anthropic is a beast and people will want exposue, could run on that alone But ultimately not for me: > Every Office 365 seat is a Teams seat at zero marginal cost, Zoom's enterprise growth is decelerating. > They want enterprises to pay $12/user/month for something Microsoft gives away for free. Out of the box. I am neutral and went back and forward on it a few time. For me investment is as much psychology as it is research and understanding. This would not be a comfortable hold for me and for that reason i'm staying out. Hopefully this helps anyone, good luck out there. $DXYZ $SKM $ZM

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