Stable company proving wireless in South Korea . They are also building AI datacenters . Estimating the core business to be 10-11B
Also , they own about 0.5% of Anthropic after dilutions . At a valuation of 1T (which is currently getting in secondary markets), this is 5B
Each 1$ of SKM is about 0.3$ of Anthropic ; and Claude is goat
Vol also kinda low , not the lowest but still ok.
Do your own DD, I think I might add more.
