SKM
1 tracked call · 0 long · 1 short · last 90d: 0L/1S
first called by ThreadGuy 1w ago
SHORT1w ago
“It's effectively a bet that Chinese models will continue to pressure the market share pricing and thus margins of Anthropic and OpenAI... There's really no clean way to do it like SKM for Anthropic...”ThreadGuy
Chinese open-source models will crush Anthropic's margins and tank SK Telecom because the AI lab now drives roughly 17 percent of the carrier's valuation.
SKMSHORT@ $33.53
$31.62+5.70%
since call Jul 22
peak +12.7%