$SpaceX(SPCX.US) The next wave will definitely be about hyping optical communication and AI infrastructure. Companies represented by Nokia, remember my words today. For the index to rise, there need to be enough large-cap companies to pull it up. Nokia, Ericsson, BlackBerry—these are currently in low-lying areas. Their business coverage is broad enough. Every aspect of AI infrastructure will be hyped. Nokia's future market cap is seen reaching 800-1000 billion. Next up: AMD, Intel, SK Hynix, Micron.





