$NOK is not a direct AI winner like $NVDA (-9,66%)
$AMD (-15,92%) or $TSM (-10,13%) 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 (-8,5%) 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 (-7,75%)
$ANET (-10,84%) $NOK

AI Data centers are creating huge demand for Connectivity

This is also good for $LITE (-17,41%) & $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 (-9,87%)
$MRVL (-14,54%)
$ANET (-10,84%) 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🎯🎯