Nokia's Q3 revenue and earnings beat despite the selloff makes it one of the most compelling buying opportunities in the market right now. Shares are back at $7.88, nearly 55% below their $17.45 high, after Nvidia invested $1 billion at $6.01 per share in October 2025. x.com 

Nokia's agentic-AI work with Nvidia adds another bullish development to its network-automation case. Nokia says their models and network intelligence help operators act on insights while keeping control of sensitive data. L&T Technology Services also announced engineering and R&D work with Nokia in India; after strong Q3 results, the shares still look ridiculously priced. x.com  x.com 

Nokia's expected 2028 earnings do not make the stock particularly attractive at today's multiple. Even assuming EUR3.5bn of operating profit and a 17x multiple, the implied value is about $12.40, leaving the thesis dependent on multiple expansion. Datacenter and optical progress is good, but more growth in satellite communications and subsea would strengthen the case. x.com  x.com  x.com 

AI product, networking, compute and power demand could reward patient owners of Meta, Nokia, Oracle, Broadcom, IREN and Vistra. Meta's Muse could unlock massive revenue; free cash flow could recover when AI spending slows. Nokia works with Nvidia on AI-RAN and 6G. Oracle has $664B in obligations and massive potential reward from OpenAI. Broadcom's AI chip revenue rose 221% to $16.7B; IREN has a $9.7B Microsoft contract and 5 GW of power. AI power bottlenecks favor Vistra. x.com  x.com  x.com  x.com  … Show more

Nokia is becoming a credible Western AI infrastructure pick, though only its Network Infrastructure half. The Infinera deal added in-house photonic chip fabs and hyperscaler access, Nvidia's $1B stake brings AI-RAN co-design, and the segment grew 23% in FY25 with EUR2.4B of AI and cloud orders. Licensing at near-100% gross margin and EUR4.9B of net cash add support, while Mobile Networks is a commoditizing anchor. Risks: AI capex peaking before Nokia wins optical share, and synergy slippage. … Show more

Nokia looks overhyped for now, and a weak Q3 could bring a short-term pullback despite a bright long-term setup. Management said Q3 will be flat because high-margin software revenue was pulled into Q2, and restructuring charges of €390M still weigh. AI and cloud revenue rose 105%, with €2.8B of binding Q2 orders, but memory and optical supply limits are capping growth. Q4 needs to confirm the thesis before buying, likely toward year-end. x.com  x.com  x.com 

Nokia is becoming one of the biggest AI-infrastructure pivots hiding in the market, with $20 next and $25 the top target. NVIDIA invested $1B in it, AI and cloud revenue grew 49% and optical networking 20%, and it is building AI infrastructure for 5G, 6G and edge AI. Insiders are still buying after a 140% run. A move over $17 should bring $20 fast, and over $20 opens $25. x.com  x.com 

A rising value of compute per watt should benefit AI cloud, chip, connectivity and power suppliers. Elon Musk says that value will rise over time. Nebius has Microsoft and Meta deals; Marvell benefits from custom silicon demand; Credo connects GPUs; Vistra has long-term nuclear supply deals with Amazon and Meta; Nokia's Nvidia partnership could help it capture data-center networking growth. x.com  x.com 

Nokia does not deserve the roughly 50x multiples of optical pure plays like Ciena and Coherent, because it still carries large, shrinking legacy businesses in wireless, PON and routing. This rebuts Citron Research's case that comparisons with those peers make Nokia a $20 stock. x.com 

Rapid revenue growth against forward valuations makes Nvidia and Micron additional calculated risks after the selloff, alongside Meta, Broadcom, IREN, Vistra, Nokia and Oracle. Nvidia grew revenue 106% and guides Q3 to $108B, plus or minus 2%, at 17.5x forward earnings; Micron grew revenue 379% to $54.2B, guides $61.5B next quarter and trades at 5x. The other six retain their growth, contracted-demand or customer-order cases. x.com