GIC Announces $1.9 Billion Investment in AI Start-up Anthropic - To The Moon

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- Global ContrarianGlobal Contrarian
  ·01-21
  $SK Telecom(SKM)$ I am long SK Telecom- see my post for the investment thesis. I see a short term trading opportunity with 30% upside and little to no downside risk.
  157 Comment
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- Global ContrarianGlobal Contrarian
  ·01-21
  $SK Telecom(SKM)$ Sleepy Telco to AI Champion- back door Anthropic exposure for free ! Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current valuation. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn
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- Global ContrarianGlobal Contrarian
  ·01-21
  $SK Telecom(SKM)$ Sleepy Telco to AI Champion- back door Anthropic exposure for free ! Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current valuation. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn
  480 4
  28
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  Report
- Global ContrarianGlobal Contrarian
  ·01-21
  $SK Telecom(SKM)$ I am long SK Telecom- see my post for the investment thesis. I see a short term trading opportunity with 30% upside and little to no downside risk.
  157 Comment
  1
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Key stocks such as SingPost, UOB, DBS, and Yangzijiang Shipbuilding also saw declines.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1768785311336,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":aaeb104010b901d5d2f37ba0c8a779d7}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["GIC"],"tweetCounts":2,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"GIC Announces $1.9 Billion Investment in AI Start-up Anthropic","tweetAmount":2,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","isFinancial":true,"allList":[{"id":524091706369080,"gmtCreate":1768978098783,"gmtModify":1768979276770,"author":{"id":"3576022887760493","authorId":"3576022887760493","name":"Global Contrarian","avatar":"https://community-static.tradeup.com/news/319a5fe27e0f10948d872170c176160e","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576022887760493","authorIdStr":"3576022887760493"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKM\">$SK Telecom(SKM)$ </a> I am long SK Telecom- see my post for the investment thesis. I see a short term trading opportunity with 30% upside and little to no downside risk.","listText":"<a href=\"https://ttm.financial/S/SKM\">$SK Telecom(SKM)$ </a> I am long SK Telecom- see my post for the investment thesis. I see a short term trading opportunity with 30% upside and little to no downside risk.","text":"$SK Telecom(SKM)$ I am long SK Telecom- see my post for the investment thesis. I see a short term trading opportunity with 30% upside and little to no downside risk.","images":[{"img":"https://community-static.tradeup.com/news/3418b0362dfb845cace53754ab74388f","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524091706369080","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":524091442454600,"gmtCreate":1768978013599,"gmtModify":1768982163445,"author":{"id":"3576022887760493","authorId":"3576022887760493","name":"Global Contrarian","avatar":"https://community-static.tradeup.com/news/319a5fe27e0f10948d872170c176160e","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576022887760493","authorIdStr":"3576022887760493"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKM\">$SK Telecom(SKM)$ </a> Sleepy Telco to AI Champion- back door <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993354704482361344&amp;word=Anthropic\">Anthropic</a> exposure for free !&nbsp; Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn","listText":"<a href=\"https://ttm.financial/S/SKM\">$SK Telecom(SKM)$ </a> Sleepy Telco to AI Champion- back door <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993354704482361344&amp;word=Anthropic\">Anthropic</a> exposure for free !&nbsp; Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn","text":"$SK Telecom(SKM)$ Sleepy Telco to AI Champion- back door Anthropic exposure for free ! Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current valuation. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/524091442454600","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000618","authorId":"9000000000000618","name":"EarlBoyle","avatar":"https://static.tigerbbs.com/af2fd0664aaf3cd2aa3dce57e7b06b57","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000618","authorIdStr":"9000000000000618"},"content":"Spot on! SKM's AI angle is a hidden gem.[看涨]","text":"Spot on! SKM's AI angle is a hidden gem.[看涨]","html":"Spot on! SKM's AI angle is a hidden gem.[看涨]"},{"author":{"id":"3576022887760493","authorId":"3576022887760493","name":"Global Contrarian","avatar":"https://community-static.tradeup.com/news/319a5fe27e0f10948d872170c176160e","crmLevel":13,"crmLevelSwitch":1,"idStr":"3576022887760493","authorIdStr":"3576022887760493"},"content":"SK Telecom Update - AI buzz continuing/trade working. More buzz around SK Telecom becoming a local AI champion, just as a reminder Korea's tech stocks are on fire and this trade could continue. Tarrifa on Korea recently announced may actually increase investor attention in sedukwr rather than economically sensitive, cyclical export names. $SK Telecom(SKM)$","text":"SK Telecom Update - AI buzz continuing/trade working. More buzz around SK Telecom becoming a local AI champion, just as a reminder Korea's tech stocks are on fire and this trade could continue. Tarrifa on Korea recently announced may actually increase investor attention in sedukwr rather than economically sensitive, cyclical export names. $SK Telecom(SKM)$","html":"SK Telecom Update - AI buzz continuing/trade working. More buzz around SK Telecom becoming a local AI champion, just as a reminder Korea's tech stocks are on fire and this trade could continue. Tarrifa on Korea recently announced may actually increase investor attention in sedukwr rather than economically sensitive, cyclical export names. $SK Telecom(SKM)$"}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":524091442454600,"gmtCreate":1768978013599,"gmtModify":1768982163445,"author":{"id":"3576022887760493","authorId":"3576022887760493","name":"Global Contrarian","avatar":"https://community-static.tradeup.com/news/319a5fe27e0f10948d872170c176160e","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576022887760493","authorIdStr":"3576022887760493"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKM\">$SK Telecom(SKM)$ </a> Sleepy Telco to AI Champion- back door <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993354704482361344&amp;word=Anthropic\">Anthropic</a> exposure for free !&nbsp; Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn","listText":"<a href=\"https://ttm.financial/S/SKM\">$SK Telecom(SKM)$ </a> Sleepy Telco to AI Champion- back door <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993354704482361344&amp;word=Anthropic\">Anthropic</a> exposure for free !&nbsp; Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn","text":"$SK Telecom(SKM)$ Sleepy Telco to AI Champion- back door Anthropic exposure for free ! Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current valuation. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/524091442454600","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000618","authorId":"9000000000000618","name":"EarlBoyle","avatar":"https://static.tigerbbs.com/af2fd0664aaf3cd2aa3dce57e7b06b57","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000618","authorIdStr":"9000000000000618"},"content":"Spot on! SKM's AI angle is a hidden gem.[看涨]","text":"Spot on! SKM's AI angle is a hidden gem.[看涨]","html":"Spot on! SKM's AI angle is a hidden gem.[看涨]"},{"author":{"id":"3576022887760493","authorId":"3576022887760493","name":"Global Contrarian","avatar":"https://community-static.tradeup.com/news/319a5fe27e0f10948d872170c176160e","crmLevel":13,"crmLevelSwitch":1,"idStr":"3576022887760493","authorIdStr":"3576022887760493"},"content":"SK Telecom Update - AI buzz continuing/trade working. More buzz around SK Telecom becoming a local AI champion, just as a reminder Korea's tech stocks are on fire and this trade could continue. Tarrifa on Korea recently announced may actually increase investor attention in sedukwr rather than economically sensitive, cyclical export names. $SK Telecom(SKM)$","text":"SK Telecom Update - AI buzz continuing/trade working. More buzz around SK Telecom becoming a local AI champion, just as a reminder Korea's tech stocks are on fire and this trade could continue. Tarrifa on Korea recently announced may actually increase investor attention in sedukwr rather than economically sensitive, cyclical export names. $SK Telecom(SKM)$","html":"SK Telecom Update - AI buzz continuing/trade working. More buzz around SK Telecom becoming a local AI champion, just as a reminder Korea's tech stocks are on fire and this trade could continue. Tarrifa on Korea recently announced may actually increase investor attention in sedukwr rather than economically sensitive, cyclical export names. $SK Telecom(SKM)$"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524091706369080,"gmtCreate":1768978098783,"gmtModify":1768979276770,"author":{"id":"3576022887760493","authorId":"3576022887760493","name":"Global Contrarian","avatar":"https://community-static.tradeup.com/news/319a5fe27e0f10948d872170c176160e","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576022887760493","authorIdStr":"3576022887760493"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKM\">$SK Telecom(SKM)$ </a> I am long SK Telecom- see my post for the investment thesis. I see a short term trading opportunity with 30% upside and little to no downside risk.","listText":"<a href=\"https://ttm.financial/S/SKM\">$SK Telecom(SKM)$ </a> I am long SK Telecom- see my post for the investment thesis. I see a short term trading opportunity with 30% upside and little to no downside risk.","text":"$SK Telecom(SKM)$ I am long SK Telecom- see my post for the investment thesis. I see a short term trading opportunity with 30% upside and little to no downside risk.","images":[{"img":"https://community-static.tradeup.com/news/3418b0362dfb845cace53754ab74388f","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524091706369080","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"ForYou"}