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“Nokia trades at 88x PE but optical, its only growth engine, is just 15% of revenue; the rest is flat or declining”
@bubbleboi
Nokia trades at 88x PE but optical, its only growth engine, is just 15% of revenue; the rest is flat or declining
NOKSHORT@ $13.04
$9.04+30.69%
since call Jun 26
peak +35.5%
in postLONG
“$LITE gives you 100% pure-play optical, growing 90% year-over-year, with 32% non-GAAP operating margins expanding toward 36%, supply-constrained demand, and two”
@bubbleboi
Lumentum is 100% pure-play optical growing 90% YoY with 32% margins and two unramped product cycles, yet trades at a similar market cap to Nokia
LITELONG@ $807.36
$723.53-10.38%
since call Jun 26
peak +5.2%
TIMESTAMPS
in post
in post