degentrading
Former TradFi Options Market Maker, Delegate at Lido DAO
Nokia's AI-RAN story could fuel continued growth and momentum, and executives buying around $1M of shares at multi-year highs signals confidence. A similar pattern came before Micron's run this year, after a director bought about $8M of shares near $300. On the chart, Nokia's next resistance is around $39, a level set in 2007 after a very long consolidation. x.comÂ
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.comÂ
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.comÂ
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.comÂ
A $325K options bet implies Nokia trading 70% higher within the next 10 weeks. x.comÂ
Nokia is an easy double from here, with insiders buying at record levels and the stock having a lot further to go. x.comÂ
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.comÂ
Nokia is drawing bullish options flow, including a $273K put seller, and looks like the next name after STMicroelectronics, which has been hit with heavy call buying over the past three months. x.com x.comÂ
Nokia's chart and buying volume point to real bullish potential. It is trading its largest-ever dollar buy volume this month, only four sessions in, after clean 15-minute accumulation patterns. On the six-month chart, price is moving to reclaim support from the early 2000s at $10.75-$13.25, and it is trading above its anchored VWAP in a bullish trend for the first time in nearly two decades. x.comÂ
Nokia looks expensive at $10.78, trading at 19x cash earnings and 18x next year's versus the 11x its industry usually gets. A $5.93-$7.55 fair-value range means paying 43% over the top of fair. These are valuation levels from reported earnings and revenue estimates, not fundamental work. x.comÂ
Nokia looks attractive today after a 50% retracement of its latest move, alongside new AI-RAN news and recent options activity. x.comÂ