$Nokia Oyj(NOK.US)Nokia us my childhood phone, I still trust the company. Hope the stock will goes up soon to $15.
Share your thoughtsWhat's on your mind?
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SPCX Options Seller Daily No.003 | Options Going at a Discount: Bulls and Bears Piled Up at $150 on Lock-up Eve
No guessing directions, only commitments — on lock-up eve, SPCX options are somehow selling at a discount. Would you collect this rent?
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FeaturedNOK Options Seller Daily | Options Are on Discount: the Two Walls Between $12 and $10
Nokia retrenched 1,600 people, yet more money on the options board sits on the upside — and right now those options are priced 12.4 points below how much the stock is actually moving.
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Breaking: NVIDIA Corp just filed its Q2 2026 13F
Here's everything you need to know about the recent 13FAll positions:• Intel $Intel(INTC.US) (47.3%)• SpaceX (33.1%) — NEW this filing• CoreWeave $Coreweave(CRWV.US) (7.4%)• Coherent $Coherent Corp.(COHR.US) (4.8%)• Nokia $Nokia Oyj(NOK.US) (3.5%)• Synopsys $Synopsys(SNPS.US) (3.4%)• Nebius Group $Nebius(NBIS.US) (0.5%)New positions:• SpaceX, ~122.8M Class A shares, $20.98B stakeFull exits:• None - D
$Apple(AAPL.US)
Looks like the apple has dropped from the tree. It was majestically high up above the other tech names while higher beta tech was being sold off.
As I mentioned, Apple is defensive tech and with a huge market cap, it is easy to park big swathes of capital rotated from the sold off higher betas and preserve them.
When sentiments become risk on again, they rotate out to higher betas again. Look at the divergence in price ever since high beta tech’s low last week.
Apple is a good company but they belong to the sunsetting mobile/ social media micro trend which defined the early 2000s. AI is the new micro trend and unless they pivot quickly, they risk becoming the next Nokia. Even Nokia has learnt something and moving into AI.
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - N
$Nokia Oyj(NOK.US)is nokia still a good stock to buy, did not sell it when it up, down it hurt so bad, not sure when will be the time again? anyone holding it at a lost?
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This week is packed with market-moving catalysts. I expect Nokia to beat earnings with resilient telecom demand, while Intel should crush expectations as AI momentum and execution continue improving. A strong showing from both could boost semiconductor and tech sentiment heading into the FOMC meeting.
☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet's $200B Capex Bill Comes DueThe AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...
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Next week will be huge...many big names reporting.
Texas Instruments $Texas Instruments(TXN.US) Intel $Intel(INTC.US) Tesla $Tesla(TSLA.US) Google $Alphabet(GOOGL.US) GE Vernova $GE Vernova(GEV.US) Nokia $Nokia Oyj(NOK.US) STMicroelectronics $STMicroelectronics NV(STM.US) TE Connectivity $TE Connectivity(TEL.US) IBM $IBM(IBM.US) ServiceNow $ServiceNow(NOW.US) - H
⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Nokia Unveils Commercial AI-RAN Platform With Nvidia - $Nokia Oyj(NOK.US) $NVIDIA(NVDA.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐍𝐨𝐤𝐢𝐚 launches the industry's first commercial 𝐀𝐈-𝐑𝐀𝐍 platform.➤ Platform developed in partnership with 𝐍𝐯𝐢𝐝𝐢𝐚.➤ Built on 𝐍𝐨𝐤𝐢𝐚 𝐚𝐧𝐲𝐑𝐀𝐍 software and 𝐍𝐯𝐢𝐝𝐢𝐚 𝐀𝐞𝐫𝐢𝐚𝐥 AI-RAN.➤ Platform demonstrated more than 𝐭𝐰𝐞𝐧𝐭𝐲 𝐩𝐞𝐫𝐜𝐞𝐧𝐭 spectral efficiency gains.➤ Nokia targets 𝐟𝐢𝐟𝐭𝐲 𝐩𝐞𝐫𝐜𝐞𝐧𝐭 efficiency gains by 2027.➤ Company aims for over 𝐨𝐧𝐞 𝐡𝐮𝐧𝐝𝐫𝐞𝐝 𝐩𝐞𝐫𝐜𝐞𝐧𝐭 gains by 2028.➤ Platform supports 𝐟𝐨𝐮𝐫𝐆, 𝐟𝐢𝐯𝐞𝐆, and future 𝐬𝐢𝐱𝐆 networks.➤ Commercial availability is planned for 𝐭𝐰𝐞𝐧𝐭𝐲 𝐭𝐰𝐞𝐧𝐭𝐲-𝐬𝐞𝐯𝐞𝐧.➤ 𝐌𝐚𝐫𝐯𝐞𝐥𝐥 provides AI-accelerated merchant silicon for the platform.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:𝐉𝐮𝐬𝐭𝐢𝐧 𝐇𝐨𝐭𝐚𝐫𝐝, President and Chief Executive Officer at Nokia:"AI-RAN is the biggest innovation in radio in decades. Nokia's anyRAN software, powered by Nvidia's Aerial AI-RAN platform, unlocks greater performance from the spectrum operators already have."𝐉𝐞𝐧𝐬𝐞𝐧 𝐇𝐮𝐚𝐧𝐠, Chief Executive Officer of Nvidia:"a generational shift for operators." - E
Morgan Stanley: Comparing Nokia and Ciena
AI & Cloud Exposure> Revenue Mix: Around 50% of Ciena's Group revenues are derived from cloud customers, compared to under 10% for Nokia. However, Nokia's AI and Cloud segment grew 49% YoY in Q1 and is estimated to reach roughly 30% of Group revenue by the end of the decade. > Market Demand: Hyperscaler capex is driving massive demand for optical networking kit. Combined hyperscaler capex reached $600 billion in 2025 and is projected to scale to $1.1 trillion in 2026 and $1.7 trillion by 2030.Product & Technology Face-off> Ciena: Holds technology leadership via its WaveLogic franchise, specifically the WaveLogic 6 Extreme (WL6e) supporting 1.6 Tb/s wavelengths. It maintains a dominant 63% market share in Long-Haul Data Center Interconnect (DCI).> Nokia: Rapidly closing the gap following its acquisition of Infinera in 2025. Nokia aims to deliver 4 new DSPs by H2 2027 (up from 2 currently), though Morgan Stanley highlights some execution risk given their historical cadence of 1 DSP every 4 years.Production & Supply Chain Strategy> Nokia (Vertically Integrated): Operates advanced Indium Phosphide (InP) fabrication facilities in San Jose and a packaging center in Pennsylvania. It is expanding its San Jose fab capacity by 25x and its Pennsylvania packaging capacity by 10x, backed by US CHIPS Act funding. This vertical integration could help Nokia capture market share during tight supply conditions.> Ciena (Fabless Model): Follows an asset-light, fabless manufacturing strategy. It designs its own proprietary DSPs but relies entirely on external merchant foundries like TSMC for silicon fabrication, alongside third parties for packaging and optical assembly.Technical/Geopolitical Tailwinds> The "Western Supplier" Premium: Both Ciena and Nokia are heavily benefiting from the geopolitical "Rip and Replace" structural cycle, which has effectively frozen out low-cost Chinese infrastructure competitors (like Huawei) from Western Tier-1 telco and hyperscale builds. > The Supply vs. Demand Dynamics: While Ciena enters the year with a massive $7.8 billion order backlog proving that demand is robust, it faces component tightness. Morgan Stanley sees this supply-constrained environment as a massive tactical advantage for Nokia's heavily vertically integrated Indium Phosphide (InP) manufacturing model.$Nokia Oyj(NOK.US) $Ciena(CIEN.US) - H
⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Nokia Oyj(NOK.US) Nokia Defense and NestAI Advance AI Battlefield Technology Partnership
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐍𝐨𝐤𝐢𝐚 𝐃𝐞𝐟𝐞𝐧𝐬𝐞 and NestAI advanced their strategic defense technology partnership.➤ Partnership follows Nokia's and Tesi's 𝐄𝐔𝐑 𝟏𝟎𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 joint investment announced in November 2025.➤ Companies are developing 𝐭𝐡𝐫𝐞𝐞 integrated battlefield capabilities for European defense forces.➤ Nokia's deployable 𝟓𝐆 networks will integrate with 𝐍𝐞𝐬𝐭𝐎𝐒 for command, control, and autonomous operations.➤ NestOS will incorporate Nokia's 𝐫𝐚𝐝𝐢𝐨-𝐧𝐞𝐭𝐰𝐨𝐫𝐤 planning models for mission connectivity.➤ Companies will combine 𝐞𝐚𝐫𝐥𝐲-𝐝𝐞𝐭𝐞𝐜𝐭𝐢𝐨𝐧 and multi-sensor tracking for threat awareness.➤ Technologies are designed for 𝐝𝐞𝐧𝐢𝐞𝐝 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬, electronic attacks, and drone threats.➤ Systems are built to 𝐍𝐀𝐓𝐎 operational requirements using European-developed technology.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ Expands Europe's 𝐬𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 𝐀𝐈 and secure communications capabilities.➤ Combines AI, sensing, and 𝟓𝐆 to support next-generation battlefield operations.➤ Strengthens Nokia's presence in the growing 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 market.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "Defense is moving quickly to adopt AI-enabled capabilities, from mission planning to unmanned operations. But AI only works in the field when it has secure, resilient connectivity behind it." — 𝐌𝐢𝐤𝐤𝐨 𝐇𝐚𝐮𝐭𝐚𝐥𝐚, Chief Geopolitical & Government Relations Officer and Chairman, Nokia Defense.➤ "The partnership addresses the real conditions European forces face, from the network underneath to the threats at the edge, on technology that Europe develops and controls." — 𝐏𝐞𝐭𝐞𝐫 𝐒𝐚𝐫𝐥𝐢𝐧, Founder and Executive Chairman of NestAI. - H
$Nokia Oyj(NOK.US) | Bank of America Securities 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐍𝐨𝐤𝐢𝐚, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟏𝟕.𝟖𝟏
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$Nokia Oyj(NOK.US)nokia havw a sudden fall today? any bad news in the market? or ai stocks dropping today? wull it gies up?
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$Nokia Oyj(NOK.US)This stock still lagging behind other AI infrastructure stocks, will catch up soon.
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$Nokia Oyj(NOK.US)bearish or bullish
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$Nokia Oyj(NOK.US) grew its AI and cloud revenue almost 50 percent last quarter but the stock barely moves. boring telco that's quietly turning into an AI infra supplier. anyone here holding for the turnaround or is it just dead money
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Nokia bounced around all month and gave back a lot, down 8% Friday to $13. the AI autonomous networks angle is real but the chart is ugly. it's a slow burn position for me, not adding on a down week.
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$Nokia Oyj(NOK.US) It still doesn't go up, are we supposed to keep developing in a sneaky way?
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Nokia quietly stacking deals, Google Cloud Gemini into their network software and the AWS autonomous networks tie up. boring telco slowly turning into an AI infra play. small position, just letting it ride.
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nokia is the quiet AI optical play nobody talks about at the kopi table. JPMorgan just bumped the target from $14 all the way to $21 on roughly a billion euro of AI and cloud optical-networking orders, yet the stock's already pulled back about 22% from its June 3 high to around $13.70. so the question is whether the cooldown is the market fading the hype or just front-running a soft Q2. risk-reward looks decent here if you believe the order book is real, but i'd size it small with earnings around the corner.