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 

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

AmpliTech Group remains too risky to own despite a promising backlog. It is highly speculative with a very small market cap, falling year-over-year revenue and dilution, and like many similar speculative companies the open question is whether the backlog converts to revenue in a timely manner. The chart may finally be near support. 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 

AmpliTech fits the telecom buildout because mobile network operators can no longer rely mainly on 1990s-style cabling and must expand faster and more efficiently. It is a risky microcap at about $100 million in market cap, but very cheap compared with its peers, offering exposure to a secular theme with a wide margin of safety. The position follows research into its earnings calls and competitors. x.com 

AmpliTech's downside risk is not fully priced in at current prices, even though the business has real upside. Its Massive MIMO O-RAN radio, used in Northeastern University's AI-RAN prototype with Nvidia GPUs, and its low-noise and cryogenic amplifiers give it a credible growth story, and a Telus article validates the technology. But results depend on execution and customers not delaying, dilution risk is real, and the upside is already partly priced in; a lower price would provide a floor. x.com  … Show more

Nokia is turning into an AI infrastructure play that the market is noticing late. Its growth drivers include AI-RAN, optical networking such as 800G optics for AI data centers, data center connectivity demand and 5G/6G expansion. Nvidia took a roughly $1B stake to accelerate AI-driven networking, and Nokia is partnering with Anduril on next-generation defense communications. 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

AmpliTech is the overlooked supplier in the fiber buildout because its low-noise amplifiers keep signals clean over distance, the chokepoint once fiber spans millions of miles. Lumen signed $13B of fiber contracts with Microsoft, Amazon and Anthropic to reach 58M fiber miles by 2031, and that spending flows downstream. AmpliTech is qualified with defense primes and quantum labs, a hard-to-copy moat; the CEO, COO and CFO each bought 50,000 shares at $3.04 in February. Risk/reward is asymmetric. … Show more

Nokia's AI-RAN could gain SpaceX as a customer if its Nvidia-enabled solution fits SpaceX's compute needs. BofA says virtually all of SpaceX's current compute runs on Nvidia GPUs; the solution's higher cost and software mix could lift BofA's base-case incremental RAN assumptions. x.com