NEW STOCK BUY!!!
Nokia $NOK
This is an interesting AI infrastructure play because while most investors focus on AI chipmakers, AI also requires massive amounts of data to move between data centers, cloud servers, and devices. Nokia provides the communications infrastructure behind this growth through its 5G, fiber-optic, and networking businesses. As AI adoption increases, demand for faster and more reliable networks should grow, potentially benefiting Nokia as telecom companies and governments invest in upgrading communications infrastructure. Rather than betting directly on AI software, Nokia offers exposure to the networks that help power the AI revolution.
Long-term target is a move back toward Nokiaβs previous highs over the coming years. As AI drives greater demand for data transmission, 5G, fiber, and network infrastructure, I believe Nokia is well-positioned to benefit and potentially re-rate closer to historical valuation levels.