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 is turning into an AI network powerhouse, and its fundamentals and technicals are aligning for a major move. Its $1 billion Nvidia partnership on AI-RAN and 6G is entering live commercial trials with operators this month, a Microsoft expansion links Nokia Data Suite with Microsoft Fabric, and it is converting a €2.8 billion AI order book while winning AI-native 5G deals with Taiwan Mobile and Chunghwa Telecom. Price has reclaimed its 50 and 200 EMAs; a move above 12 could reach 13+. 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 

Nokia's story keeps getting better, with a turnaround still in its early stages that recalls Intel's. AI-driven network demand, optical growth, inflecting fundamentals and an expanding defense angle all support it. @BanyanLaneCap adds that as AI rebuilds connectivity, Nokia has many ways to win beyond the next two to three years, with real IP and only a few global competitors. x.com 

Nokia looks attractive today after a 50% retracement of its latest move, alongside new AI-RAN news and recent options activity. x.com 

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's AI and cloud orders are set to turn into revenue, with about half of Q2's EUR 2.8B intake expected to convert over the next 12 months. Its San Jose fab ramps in Q4, Pennsylvania test and packaging capacity expands 10x from Q3, and an NXP Chandler fab lease for indium phosphide chips starts in early 2027, all for demand expected in 2027-28. Nokia targets EUR 2.7-3.2B of comparable operating profit by 2028, up from EUR 2.1-2.6B guided for 2026. x.com 

Nokia is also a robotics play, since the 6G network connecting humanoid robots could become as important as the robots themselves. Millions of robots learning together will need to offload AI workloads to edge servers and the cloud with almost no delay, receive new models and share what they learn. Nokia also launched the first commercial AI-RAN platform, built on its anyRAN software and NVIDIA's Aerial, showing 20%+ spectral-efficiency gains and targeting 50% by 2027 and 100%+ by 2028. x.com  … Show more

Nokia's guidance raise was just an accounting shift, leaving a steep climb to its profit target. The bump to €2.1-2.6 billion came from moving two business lines into discontinued operations; JPMorgan asked why operating targets weren't raised. With about €735 million of H1 operating profit, Nokia needs €1.8-1.9 billion in H2 for the top end, so delays risk a miss. Memory and optics remain bottlenecks, and only about half of €2.8 billion in AI and Cloud orders converts within 12 months. x.com  … Show more

Nokia's AI order book is driving analysts to raise price targets, a very bullish sign. BofA raised its target to $18.50 from $18 and reiterated Buy, calling worries about no full-year guidance raise misplaced since most of the quarter's orders land in 2027-2028. JPMorgan lifted its target to $21 from $14, roughly 50% upside, citing optical and AI/cloud acceleration and Nokia's own indium phosphide fab capacity. x.com