SK Telecom is worth getting into because its AI cloud plan and Anthropic stake are large relative to its $14B market cap. It already earns about $1B a year in operating income, and NVIDIA says SK Telecom plans a gigawatt-scale AI cloud in Korea on its DSX platform, with the first AI factory online in 2027. Its roughly 0.25% Anthropic stake would be worth about $4–4.5B at a $2T valuation after dilution, already 30% of its market cap. x.com  x.com 

SK Telecom offers a buried Anthropic stake priced like a utility. The stake sits on its balance sheet at cost, and Anthropic's confidential IPO filing on June 1, targeting the second half, should force the market to mark it. Per @michaelsikand, SK Telecom has four times the next-best Anthropic exposure per dollar of market cap, and its core telco trades near 6.1x EV/EBITDA. It is still a proxy: foreign-listed, prone to conglomerate discounts, with a stake that is hard to mark precisely. x.com 

SK Telecom shareholders may never see much of its Anthropic upside, because SKM sits inside the SK Group chaebol, run by a Chey family that favors the group over public holders. Proceeds could leak to affiliates through inflated intercompany contracts or be steered into group priorities, and Chairman Chey Tae-won's $1.1 billion divorce settlement gives him reason to keep value inside the group. ADR holders have no board seats, meaningful votes, real legal recourse or binding dividend policy. … Show more

SK Telecom offers the most Anthropic exposure per dollar of market cap, four times that of second-place Zoom, and CEO Jung Jae-heon confirmed it took part in Anthropic's Series H and has no plans to sell before the IPO. Excluding that stake, the core telco trades at about 6.1x EV/EBITDA, the cheapest in its global peer group. If Jensen Huang's bet on telecom as critical AI infrastructure pays off, SK Telecom's upside goes far beyond its early Anthropic bet. x.com 

SK Telecom combines a data center business, a stake in Anthropic and the potential turnaround of its legacy telecom business. x.com 

Penguin Solutions' relationship with SK Telecom now looks significantly bullish and could be a big deal, because SK Telecom plans a gigawatt-scale AI cloud in Korea on Nvidia's DSX platform. Per Nvidia, the first AI factory comes online in 2027 to serve sovereign, physical and agentic AI services, with plans to expand across Asia. x.com 

SK Telecom is becoming Anthropic's Korean infrastructure partner, not just a holder of an Anthropic stake. Its $100 million 2023 investment is worth an estimated $2.7 billion, about 19% of its market cap, before any Anthropic IPO rerating. CEO Jung Jae-heon said SKT joined the Series H, won't sell, and that Anthropic is discussing compute with SKT. It joined Project Glasswing, and its gigawatt-scale Nvidia AI cloud starts in 2027. It trades at 6.1x EV/EBITDA versus 7.5-9x for Western peers. … Show more

Broadcom's custom AI chips and networking could drive earnings beyond what its valuation implies over 2-3 years. It is the favorite semiconductor opportunity now, preferred over NVIDIA without replacing it. AI semiconductor revenue is projected at about $58B in FY2026, $115B in FY2027 and potentially $230B in FY2028. At about 17x FY2027 consensus adjusted earnings, risk/reward is compelling if growth materializes; customer commitments add visibility, but delays and financing remain risks. x.com  … Show more

AI product, networking, compute and power demand could reward patient owners of Meta, Nokia, Oracle, Broadcom, IREN and Vistra. Meta's Muse could unlock massive revenue; free cash flow could recover when AI spending slows. Nokia works with Nvidia on AI-RAN and 6G. Oracle has $664B in obligations and massive potential reward from OpenAI. Broadcom's AI chip revenue rose 221% to $16.7B; IREN has a $9.7B Microsoft contract and 5 GW of power. AI power bottlenecks favor Vistra. x.com  x.com  x.com  x.com  … Show more

SK Telecom's drop looks unjustified because it came alongside genuinely positive news: it is joining Anthropic's restricted Project Glasswing to co-develop AI security systems using the Claude Mythos model. The 12% fall, alongside LG and Samsung SDS, reflected broad profit-taking on Korean AI names ahead of Jensen Huang's Korea visit and after Broadcom's earnings, not company-specific problems. x.com