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 

Nokia's AI and cloud orders are set to turn into revenue, with about half of Q2's EUR 2.8B intake expected to convert over the next 12 months. Its San Jose fab ramps in Q4, Pennsylvania test and packaging capacity expands 10x from Q3, and an NXP Chandler fab lease for indium phosphide chips starts in early 2027, all for demand expected in 2027-28. Nokia targets EUR 2.7-3.2B of comparable operating profit by 2028, up from EUR 2.1-2.6B guided for 2026. 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 

Repeat orders and larger new-customer orders are driving SmartOptics' growth. Q3 revenue rose 80% and EBIT 340%, with strong cash flow. Ciena and Nokia are busy serving hyperscalers; SmartOptics should scoop up all other smaller customers. Its 300M revenue target by 2030 suggests more growth. x.com 

Nokia is well positioned for data centers' shift from copper to optics because it makes and packages indium phosphide optical chips in-house, and could eventually double. Through Infinera it owns scarce InP fab capacity, is expanding San Jose 20-fold and buying NXP's Chandler campus, and grew US photonic packaging tenfold, avoiding Coherent or Lumentum markups. Q2 AI and cloud sales rose 105% on EUR 2.8B of orders, with backlog at 6.3x quarterly segment revenue. Curbs on Chinese optics help. … Show more

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 turning into an AI network powerhouse, and its fundamentals and technicals are aligning for a major move. Its $1 billion Nvidia partnership on AI-RAN and 6G is entering live commercial trials with operators this month, a Microsoft expansion links Nokia Data Suite with Microsoft Fabric, and it is converting a €2.8 billion AI order book while winning AI-native 5G deals with Taiwan Mobile and Chunghwa Telecom. Price has reclaimed its 50 and 200 EMAs; a move above 12 could reach 13+. 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's guidance raise was just an accounting shift, leaving a steep climb to its profit target. The bump to €2.1-2.6 billion came from moving two business lines into discontinued operations; JPMorgan asked why operating targets weren't raised. With about €735 million of H1 operating profit, Nokia needs €1.8-1.9 billion in H2 for the top end, so delays risk a miss. Memory and optics remain bottlenecks, and only about half of €2.8 billion in AI and Cloud orders converts within 12 months. x.com  … Show more

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