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'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'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 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 

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 is becoming one of the biggest AI-infrastructure pivots hiding in the market, with $20 next and $25 the top target. NVIDIA invested $1B in it, AI and cloud revenue grew 49% and optical networking 20%, and it is building AI infrastructure for 5G, 6G and edge AI. Insiders are still buying after a 140% run. A move over $17 should bring $20 fast, and over $20 opens $25. x.com  x.com 

Nokia is an overlooked AI-infrastructure play now that it has launched its first commercial AI-RAN. It is down about 40%, has recent upgrades to Buy from SEB and Danske, and offers real AI optionality. Conviction is lower, since the story needs its guidance to confirm it. x.com 

Nokia offers no quality, growth or value edge, so it fits no portfolio strategy despite its 76% year-to-date rally, and growth potential in its Network Infrastructure segment is relatively modest. x.com 

Nokia is being reclassified from a telecom equipment stock to an AI network infrastructure company, breaking through the conglomerate discount that weighs on peers. Its case spans optical, IP routing, data center networking and AI RAN, and Nvidia's $1 billion investment confirmed the strategic value of that four-layer stack. Over a month Nokia rose 56% while similarly integrated Sumitomo fell 5%. Whether the stock is cheap or expensive now depends on valuing each segment against the right peers. … Show more