Right now you can buy $NOK for a lot less than insiders paid for over $3m worth of shares the last few weeks
I did not think we would see the 13s again, but I also didn’t think the market would give us dips across the board this rapid/violently.
Maybe we go lower but I know that 2028-2030+ for this company is going to be insane as AI-Ran partnership with $NVDA starts to really ramp.
The next layer of AI is physical robotics and it can’t really happen without $NOK.
This is aside from their current AI data center business that just grew 49% YoY
If you think Nokia is still an old legacy phone maker, today is the perfect day to spend 30 minutes to an hour talking to ChatGPT and digging into why it’s not and where it’s headed.
I’m not telling anybody to buy the stock, but I do think it’s at least worth putting it on your radar.
Maybe I’m wrong, who knows!
But i like siding with Jensen Huang and all of the insiders that have been buying lately
TUNE INTO FOX BUSINESS
I’ll be covering:
• Why tech pullback looks more like a rates-driven reset than a breakdown in AI demand
• How I’m thinking about $SPCX & $NVDA in space-based AI compute theme
• $AAOI role in AI data center buildout as optics become connectivity layer between GPUs, racks & clusters
• Why drones & autonomous defense are becoming one of my top themes through $AVAV, $KTOS, $ONDS & $MRCY
$GOOGL is reportedly guaranteeing lease payments for Anthropic’s AI chip capacity across five U.S. data centers helping unlock about $35B of financing.
$AVGO will design the chips, Google will supply the TPUs and $APO and $BX are financing the deal.
I like to call $AVGO the Uncle Sam of the new AI economy.
Broadcom taxes the custom silicon layer across major AI platforms from $GOOGL TPU and $META MTIA to newer Anthropic and OpenAI programs making money no matter where AI demand ultimately lands.
Kraken states that TradFi is now “racing” to offer crypto and related products.
Banks, brokerages and exchanges… all of them once afraid to touch it are NOW going ALL IN!
🔥🚀
#HyderabadRains
Rain of 4cms in this season, City is on the knees . Unplanned growth + removal of FSI and concentration of companies at just west of Hyderabad. In this same area recently one acre of Govt land was sold for 240 Crores