RWorks

In 1988, 8/10 of the world’s largest companies by market cap were Japanese and had a combined value of ~$1tr. By 2022, 8/10 were American and valued at ~$10tr. Today the top 10 companies account for ~$30tr or 20% of the global equity market…the highest share on record.

@memely $SKM to the 🌙

$SKM is being viewed less as a telecom stock and more as a discounted public-market proxy for Anthropic exposure. @RworksCapital argues the market may still be underestimating the implied NAV value of SK Telecom’s Anthropic stake, especially as Anthropic’s valuation and revenue trajectory continue to accelerate. The broader theme still matters though: as private AI leaders move toward trillion-dollar valuation territory, investors are increasingly searching for indirect public-market exposure through hidden balance-sheet stakes, strategic investments and overlooked holding structures.

@DjokovicFan_ 2026 Nole has been the craziest physical performance of a 39yo in tennis history by a wide margin. He has completely outperformed Sinner in slams this year…

Novak Djokovic won this incredible point. Tennis from the gods.

@420stonerman69 @PointGods Yeah if you dedicate your child’s entire life to playing tennis with pro level training regimes from age 3 you have a chance of winning a slam…great observation. What you’re missing is the thousands of Coco’s and Serena’s whose career went no where.

@RworksCapital @PointGods The Williams sisters were literally created by a father dedicated to making the best tennis players of all time and Coco Gauff’s father followed that exact blueprint to make a 2x slam winner by 21

If Ben Shelton is top 5 in the world, I’m training my kids up because this sport must be easy as hell to make millions in

@420stonerman69 @PointGods Maybe in the ATP I can see some of this argument. The WTA though is literally the premier sport for women worldwide. You’re competing with everyone who wants to be the highest paid female athlete in the world … not a short list of nepo babies.

@PointGods It really is if you have the money for lessons at 3 years old

$SKM is the cheapest exposure to Anthropic. >$14B Korean telco market leader at 6x EBITDA >Buried on the balance sheet: ~0.3% of Anthropic fully diluted (3.7M preferred shares bought for ~$90M in 2023) > Disclosed carrying value still a full 1-2 rounds stale >Do the math on where Anthropic is headed $380B (Feb) → ~$900B (May) → $3T 2027 target = ~$9B stake = 62% of SKM’s entire market cap. You get Anthropic at the cheapest price available on secondary markets + an ultrastable telco at a discount. Can pair with a $KT short to hedge FX/Telco/Korea risk.

what’s your highest conviction bet?

The WTA has historically had more consistent top seeds at EVERY slam. But the trend has reversed after the 2000s…

The one-handed backhand is dead in the WTA and the ATP is not far behind…

@AlGruskin You’re ignoring the hypest one: Michael Chang type title: Moise Kouame

Categories of #RolandGarros title-runs available to the Men's Singles Draw Cilic-type title: Zverev, Ruud, Tsitsipas Del Potro-type title: Shelton, Jodar, Fonseca, Tien Wawrinka-type title: F Cerundolo Gaston Gaudio-type title: Anyone else

@pallavmac What benchmarks is max actually ahead in if hard coding problems are better on high?

For the first time, Claude 4.8 Opus at max reasoning actually decreases its accuracy for swe-bench pro

She tells no lies… First slam outside Sincaraz since 2023!

You realize all but one of these are post-2005, right?That time when Nadal, Djokovic, and Murray all were making steady GS quarterfinals? Novax Djocovid is not on this list cause he never separated himself from the pack as much as Federer and Nadal (or even Sinner). One of the few big reasons he’ll always be the least liked and least special of the big 3.

I’m cryin bro, Fed really farmed grand slams when no one was there

@kimmonismus If this isn’t a sign of acceleration and the opposite of a plateau, I don’t know what is. They are literally shipping frontier models every 3 weeks rn! Diminishing returns heads in shambles.

Huge!! „Mythos class model to all customers in the coming weeks“!! Holy, we accelerate!!

Bona fide breakthrough in laziness Opus 4.8 System Card

@scaling01 It is fascinating an emergent behavior does not appear in Mythos and I wonder if it is due to the honesty post training with this release

Mythos likes difficult tasks, but Opus 4.7 and especially Opus 4.8 dislike them

@iruletheworldmo How are you wrong so often and still keep trying? Admire your dedication

finally. sonnet 5 day has arrived chat shall we have a lil taste of opus 4.8 also?

$SKM is the cheapest exposure to Anthropic. >$14B Korean telco market leader at 6x EBITDA >Buried on the balance sheet: ~0.3% of Anthropic fully diluted (3.7M preferred shares bought for ~$90M in 2023) > Disclosed carrying value still a full 1-2 rounds stale >Do the math on where Anthropic is headed $380B (Feb) → ~$900B (May) → $3T 2027 target = ~$9B stake = 62% of SKM’s entire market cap. You get Anthropic at the cheapest price available on secondary markets + an ultrastable telco at a discount. Can pair with a $KT short to hedge FX/Telco/Korea risk.

@DjokovicFan_ The way he says he already explained it to the journalist with sheer condescension after not helping inform the article on overheads whatsoever😘 Classic Novax Djocovid

Interviewer: "I'm writing a piece on overhead smashes..." Novak Djokovic: "You're talking to the wrong person. My fans even invented the name Djokosmash for me. I'm not a fan of smashes. If you watch me play, you'll understand why." 😂😭

@drayinvests At 80% YoY growth and stable margins they hit $1tr in operating profit by FY2028. I’ll snap up 5x 2yr foreword earnings as many times as they’ll let me.

Everyone is going crazy about new AI companies While ignoring one of the biggest companies in the world, $NVDA . The one that just posted 81% revenue growth YoY This is easily a $300 stock and nobody is talking about it Are you buying?

@AdityaInvests90 One of the great mysteries of the world… Like $IREN $NBIS $CRWV trading at crazy valuations under the impression they are in early stages of the buildout (of $NVDA chips). Meanwhile, $NVDA trades below the S&P500 P/E because the buildout is going to lose steam?

Why is $NVDA selling off everyday after earnings even though they reported almost 100% in revenue growth?

$MU is still the best opportunity amongst mega caps and this chart is all you need to understand why. $META not far behind.