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.
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nok popped almost 7% and i totally missed it sia. JPMorgan bumped the target from 14 to 21 on those AI optical-networking orders, and google cloud is putting gemini into nokia's software. boring telecom turning into an AI infra play? this dark horse is interesting.
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nebius getting added to the nasdaq 100 today, anyone here actually following the AI cloud names closely? trying to understand if these neoclouds are real businesses or just riding the AI infra hype wave for now
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Forget the Robotaxi Story, Read Tesla's Levels Into the SpaceX Debut
I am a price first person on Tesla, so on a day this loud I want to ignore the narratives for a minute and just read what the chart is doing into the SpaceX listing. Relative strength, then the cataly...
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Forget the Narrative, Read Tesla's Tape Into the SpaceX Listing
I am a price first person on Tesla, and I want to make the case for ignoring the stories for a minute and just reading what the chart is telling us this week. Relative strength you can see The cleanes...
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Forget the Tesla Narrative for a Second and Just Read the Chart
Everyone wants to argue about robotaxi and SpaceX. As a trader, I don't care about the story until the chart agrees with it. So let's look at what Tesla's price actually did today, and where the lines...