NOK - Trump’s investment chief just went to Finland and met with Nokia
The US Trump administration's investment chief is actively positioning Nokia as the preferred Western alternative to Huawei for telecom/AI infrastructure, backed by $205B in DFC capital. Nokia benefits from US strategic motive to prop up the company as a competitor in Europe, likely driving near-term upside.
At post $10.76·Now $10.65-1.0% since postedas of Sep 8, 4:30 PM ET
Nokia is Big Tech not priced like Big Tech, with multiple high-growth segments set to expand: data center optical networks (Infinera acquisition, Nvidia ecosystem, 49% AI & Cloud YoY growth), space economy ventures (Modul8 spinoff, ASTS partnership, ICEYE investment), US defense contracts (Fenix acquisition, $151B SHIELD IDIQ ceiling, Lockheed Martin partnership), and drone integration (Anduril, Motorola partnerships). Recent re-rating should continue as these growth drivers mature.
At post $14.82·Now $10.65-28.1% since postedas of Sep 8, 4:30 PM ET
Author has accumulated a $18k position in Nokia over time, starting with $20 LEAPS in May. Bullish on NOK reaching $20 within a month based on a 2.9% Nvidia stake and potential positive mention at Computex.
At post $16.85·Now $10.65-36.8% since postedas of Sep 8, 4:30 PM ET
Nokia is quietly becoming the backbone of AI infrastructure and nobody noticed 🚀
Nokia is transitioning from a legacy telecom vendor into an AI infrastructure and 6G platform company, currently priced as a telecom equipment maker (33x forward PE) but deserving Arista-like multiples (54x+) given its AI-RAN partnerships with NVIDIA, government defence contracts, and positioning as a Western 5G/6G alternative to banned Huawei. AI-embedded radio towers enable microsecond latency improvements critical for autonomous vehicles, remote surgery, and factory automation.
At post $15.28·Now $10.65-30.3% since postedas of Sep 8, 4:30 PM ET
Author believes Nokia phones will make a comeback against modern iPhones and Androids due to superior build quality. Positioning for upside via call options expiring Jan 28 at 30 strike.
At post $16.46·Now $10.65-35.3% since postedas of Sep 8, 4:30 PM ET
Nokia is being repriced as a legitimate AI networking infrastructure player, leveraging strategic partnerships with NVDA and building AI-related products. The company combines real operational fundamentals with meme appeal, paralleling SanDisk's transformation into a high-growth narrative stock.
At post $16.46·Now $10.65-35.3% since postedas of Sep 8, 4:30 PM ET
Nokia is positioned for significant upside driven by large options purchases betting on major partnerships and strategic investments. Nvidia, US government, Google, and Microsoft are rumored to be increasing stakes or closing major deals, supported by recent $4B US investment pledges, Bell Labs expansion, and strong capex spending by hyperscalers.
At post $13.74·Now $10.65-22.5% since postedas of Sep 8, 4:30 PM ET
Author has built a large leveraged long position in Nokia, starting from 290k CAD in February and currently worth 1.1m CAD. The author expects Nokia to reach $30 per share and will reassess at that price target.
At post $14.71·Now $10.65-27.6% since postedas of Sep 8, 4:30 PM ET
Second tranche of Nokia call options at higher strike price reflects conviction in the bull thesis with direct exposure to near-term price appreciation above the $15 level by late January 2028.
At post $13.42·Now $10.65-20.6% since postedas of Sep 8, 4:30 PM ET
Nokia options position reflects bullish conviction on near-term revaluation: 288 calls at $10 strike Jan 28 and 123 calls at $15 strike Jan 28 suggest author expects material upside within 6 weeks as valuation gap closes relative to AI infrastructure peers.
At post $13.42·Now $10.65-20.6% since postedas of Sep 8, 4:30 PM ET
Nokia is transitioning from a legacy telecom hardware company to an AI and defence infrastructure player. Current PE of 26 sits between telecom comparables (Ericsson at 17) and optical infrastructure comparables (Arista at 54), positioning Nokia for a valuation rewrite to ~$26.8 if it successfully establishes itself as an AI infrastructure and defence supplier, with further upside from emerging AI-RAN revenue streams.
At post $13.42·Now $10.65-20.6% since postedas of Sep 8, 4:30 PM ET
“x30 baggers on NOK and will diamond hand until x100”
x30 baggers on NOK and will diamond hand until x100
Author has made significant gains on NOK (up 30x) and intends to hold for further upside toward a 100x return, indicating strong conviction in the stock's continued appreciation.
At post $13.30·Now $10.65-19.9% since postedas of Sep 8, 4:30 PM ET
NOK has caught up to its 2012 valuation when it sold its phone company; the author views the stock as entering a re-evaluation and growth phase with upside ahead. Position includes 650K shares (accumulated since February with 30% purchased today) and 15-strike leap calls rolled from 10-strike calls, representing conviction that the market will assign a higher valuation going forward.
At post $12.91·Now $10.65-17.5% since postedas of Sep 8, 4:30 PM ET