NOK
Nokia's surge in AI and cloud orders is finally hitting the bottom line, driving a 42% jump in network infrastructure operating profit.
Nokia trades at 88x PE but optical, its only growth engine, is just 15% of revenue; the rest is flat or declining
Trump publicly endorses Nokia's $30M US semiconductor expansion, turning NOK into a "Trump stock" with retail + political momentum.
Trump endorses Nokia's US manufacturing push as AI-RAN + optical pivot drive a fundamental re-rating.
Nokia's cloud-agnostic AI autonomy layer across both AWS and GCP gives it a telco moat the market hasn't priced.
Nokia lands $30M US investment in Pennsylvania, validating its telecom infrastructure push and lifting NOK.
Nokia's $30M Pennsylvania investment + US manufacturing wave = NOK rips higher
Nokia optical packaging expansion rides the AI optical race squarely in its expertise
ThreadGuy highlights Nokia trading really well off the Nvidia partnership with a string of large insider buys, framing it as a name to follow closely. Bullish lean.