$NOK just announced a 10x expansion of its photonic chip facility in Allentown, Pennsylvania. New capacity online by end of Q3 2026.
Less than 2% of global semiconductor advanced test and packaging happens on US soil. Nokia's Allentown plant is one of only a handful of facilities in the country doing it for optical modules going into AI infrastructure.
$CIEN trades at 11.0x forward revenue. $COHR trades at 11.6x. Nokia trades at 3.4x. All three sell optical networking gear to the same AI datacenter customers.
The gap exists because optical is still only 15% of Nokia's revenue. Wall Street prices the whole company like Ericsson. Today's announcement is the capacity build that changes that mix.
We ran a SOTP model attributing peer multiples to each business segment. The numbers tell a very different story than where this stock trades.
$NOK is still one of the most slept on optical businesses on the market. €3.8B net cash on the balance sheet and the Ericsson floor already sets the downside.
Full deep dive with the complete model and price target is live on the Substack. Link in below and in bio.
$NOK $COHR $CIEN $ERIC $AAOI $LITE
NO BAD DAYS IN JUNE.
NO BAD DAYS IN JUNE.
NO BAD DAYS IN JUNE.
NO BAD DAYS IN JUNE.
NO BAD DAYS IN JUNE.
NO BAD DAYS IN JUNE.
NO BAD DAYS IN JUNE.
NO BAD DAYS IN JUNE.
NO BAD DAYS IN JUNE.
LORD PROTECT US!
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
1. I no Dey part of any city boy group 2. When I called out the government on American media you guys rained curses on me 3 . I’ve been friends with ST for years and that’s were it stops and i call and complain to him all the time .. even in person 4 . GOD PURNISH UR GENERATION
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
JUNE IS GOING TO BE A GOOD MONTH.
I found a very beautiful Bible verse.❤️
NAHUM 1 :9
There will come a time when that problem won’t bother you again, not because you forgot, but because God ended it once and for all.
Don’t overwhelm yourself worrying about things that God is already taking care of. 🤍 What is truly meant for you will come at the right time, and nothing can stand in the way of the plans God has for your life. And when things don’t go the way you expected, trust that God may be protecting you from what isn’t meant for you and guiding you toward something greater. You were never meant to carry every burden alone or have all the answers.
Silent killers with no early symptoms
HIV → AIDS
High BP → stroke
Chlamydia → infertility
HPV → cervical cancer
Hepatitis B → liver cancer
Hepatitis C → liver cirrhosis
Diabetes → kidney failure
High LDL cholesterol → heart attack
Repost to raise awareness.
Stage I Colon Cancer: 91% Survival.
Stage IV Colon Cancer: 14% Survival.
The gap is massive. The disease is quiet.
Doctors on my timeline: If you had just 30 seconds to warn a patient about the early signs of colon cancer, what are you telling them? 👇
Bonus: Prevention tips?
My newest prayer is simple: "Lord, settle it." Settle my mind. Settle my heart. Settle my spirit.
Teach me to walk in peace instead of anxiety, and faith instead of fear.