$NOK is not a direct AI winner like $NVDA (-9,45聽%)
$AMD (-16,12聽%) or $TSM (-9,99聽%) but has several ways to benefit from the next AI Infrastructure wave
The long term thesis today has shifted from telecom equipment to a combination of
1. AI networking
2. Optical infrastructure
3. Data center connectivity
4. Private wireless networks
5. Industrial & Physical AI connectivity
Where $NOK (-9,18聽%) fits
1. Data Center Networking
Nokia's IP networking division sells:
High-speed Ethernet switches
Optical transport systems
Data center interconnect solutions
As hyperscalers expand AI campuses they need
-Fiber optics
-Routing
-Switching
-Network management
This is good for $CSCO (-7,63聽%)
$ANET (-11,47聽%) $NOK
AI Data centers are creating huge demand for Connectivity
This is also good for $LITE (-16,15聽%) & $NOK (which is why you've been seeing Whales load the shit out of both on Leaps all April, May, and June so far)
Nvidia also partnered with $NOK in October 2026 and took a 3% or $1B stake in it
NOK does have a history of lower revenue growth & weaker margins. There is better competition like $AVGO (-9,41聽%)
$MRVL (-14,44聽%)
$ANET (-11,47聽%) but the R/R setup entirely is very very good
$NOK could be one of those very beat down names that can come alive like $INTC
Targeting $20+ or about 50%+ move upside from 12-13s
BOUGHT 2000+ NOK @ 13.55馃幆馃幆