Telecom fiber providers Ciena and Nokia stand to benefit because AI will need far more data-center interconnect, as another investor's post illustrated. x.com 

Nokia could be a huge beneficiary of Starlink's possible US carrier network because it is one of only two radio suppliers for cell sites, alongside Ericsson, and existing carriers would have to spend more to compete. SpaceX is seeking access to 80,000 sites, according to the author. Verizon's CEO estimates a full buildout would take at least four to six years and 65,000-80,000 sites; either way, the infrastructure demand looks bullish for Nokia. x.com  x.com  x.com 

Debt, costly spectrum auctions and bad capital allocation make AT&T, Verizon and T-Mobile long-term laggards. They may rebound, but cannot keep pace with the S&P 500 or even weaker safety stocks. T-Mobile's Sprint-led growth is over with higher leverage; AT&T cut its dividend and spent heavily on Warner, while Verizon flip-flopped on fiber. High yields do not compensate. If forced to choose, AST SpaceMobile is probably the better gamble since legacy carriers have more incentive to support it. … Show more

AI demand could drive a big run in Broadcom, IREN, Oracle, Qualcomm, Nokia and Vistra. IREN's 2 GW of uncontracted power gives it massive upside potential; Vistra's roughly 3.8 GW of Meta and Amazon agreements position it for data-center power demand. Broadcom supplies custom AI chips and networking; Oracle has $664B in backlog and a $300B OpenAI deal; Qualcomm is one of tech's most undervalued names with CPU, physical-AI and data-center exposure; Nokia is essential to AI networking. x.com  x.com  … Show more

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'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 infrastructure demand and warehouse automation could make six stocks millionaire-makers by 2030. Nokia's networking partnerships, Broadcom's custom AI chips, Applied Optoelectronics' 800G/1.6T transceivers and Oracle's $664B contracted backlog support the call. IREN is one of the most undervalued neoclouds, with 2 GW of uncontracted power offering major upside amid growing AI demand; Symbotic has warehouse-robotics partnerships with Walmart and Target. x.com  x.com  x.com  x.com  x.com  x.com 

Verizon and AT&T generate plenty of cash flow and can slow their spending if needed. Cell phones are widely used, and the carriers' metrics look fine. x.com 

Verizon, AT&T and T-Mobile look finished now that SpaceX is acquiring a spectrum license to become a major US mobile carrier. Per The Kobeissi Letter, Verizon stock fell 7% on the news. x.com 

SpaceX's negative cost of capital gives it an advantage over AT&T and Verizon as it enters mobile telecom; neither incumbent has that funding position. x.com