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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