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 

A $325K options bet implies Nokia trading 70% higher within the next 10 weeks. 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 is a buy on the dip, with AI and data center sales up 105% last quarter. At $9 it is a $13 stock. For investors under 55, this dip is a generational opportunity to buy great companies at a discount; real wealth comes from buying weeks like this, not all-time highs. 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 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.com 

Nokia remains bullish on its weekly and monthly charts, backed by price action and whale momentum. The uptrend stays intact as long as it keeps closing above the key $7.77 momentum level, with resistance at $8.20-8.40. x.com 

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.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 has a bright future because it sits in the middle of the networking infrastructure AI workloads require, and its 50% pullback makes it worth watching. Expect a bit more volatility and choppiness before it bottoms. The likely path is a backtest of the zone where the Ichimoku cloud breakout, trendline support, the 0.382 Fibonacci level and the 21-month EMA converge. Earlier, the stock stalled at the 0.618 Fibonacci level under a 27-year downtrend line, calling for consolidation first. x.com