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 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 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 

A congressional purchase of $15,000-$50,000 in Nokia shares just three days before earnings looks unlikely to be coincidence. 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 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 

Insider buying at Nokia signals the company is reaching an inflection point, and the stock could double again, much as Micron did after its insiders bought. Chief of Staff Victoria Hanrahan just bought about $700K of shares, and other insiders have bought over $3M recently, even after a 177% gain over the past year. x.com 

A $325K options bet implies Nokia trading 70% higher within the next 10 weeks. x.com 

Nokia's slow work culture makes it a poor investment despite the hype earlier this month. Since June 3, the day after Jensen Huang's remark on Marvell, Nokia has fallen 22.74%, while Marvell, avoided on valuation, fell 9.8%. Conviction remains in Micron and Nebius instead. 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