$NOK is not a direct AI winner like $NVDA (-2,34%)
$AMD (-2,13%) or $TSM (-2,59%) 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 (+1,79%) 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 (-4,35%)
$ANET (-5,25%) $NOK
AI Data centers are creating huge demand for Connectivity
This is also good for $LITE (-2,65%) & $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 (-1,2%)
$MRVL (-2,04%)
$ANET (-5,25%) 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🎯🎯