$NOK Nokia has unique monolithic InP technology that enables high-speed (terabit-class), ultra-low-power optical connections critical for scaling AI infra. This positions Nokia not just as a networking player, but as a key enabler in a major AI optics bottleneck.
@RihardJarc Interesting, Rihard. Smart-money seems to be betting on this Co-Packaged Optics theme, with the likes of $COHR $LITE $CRDO $ALAB $GLW $NVDA $CIEN $CLS
@RihardJarc Interesting, Rihard. Smart-money seems to be betting on this Co-Packaged Optics theme, with the likes of $COHR $LITE $CRDO $ALAB $GLW $NVDA $CIEN $CLS
@pmarca Double-digit growth is coming within 12 to 18 months.
If applied intelligence is proxy for economic growth, which it should be, triple-digit is possible in ~5 years.
@RihardJarc Interesting, Rihard. Smart-money seems to be betting on this Co-Packaged Optics theme, with the likes of $COHR $LITE $CRDO $ALAB $GLW $NVDA $CIEN $CLS