枫🍁

目标A9，所有推文均为个人分享操作记录，不构成投资建议。近3亿用户的共同选择，出入金安全，启程Web3，就在币安：

[枫🍁 @BTC9576]

感谢川木，感谢康宁，继续冲。

[川沐｜Trumoo🐮 @xiaomustock]

玻璃基板，康宁 $GLW
光纤，康宁 $GLW
玻璃光学互连CPO，康宁 $GLW
英伟达投资扩产，康宁 $GLW
康宁 $GLW 简直是下一代AI算力的底座，中了狗屎运。
黄仁勋也是190买的，
长个俩三倍到个5000亿美金不过分吧。

[枫🍁 @BTC9576]

@youngstockuser 放心这屎你吃不上。改成10你就吃上了

[枫🍁 @BTC9576]

@youngstockuser 再补充一句，700多亿市值买NOK好吗不买70多亿的Bb呢？更便宜人家一个利好拉20%，垃圾Nok呢无限利好一直砸，就特么狗庄在出货

[枫🍁 @BTC9576]

@youngstockuser 诺基亚这种垃圾股就该去下水道，一堆散户网红股。我直接一手全部换成GLW康宁去了。垃圾NOk老登股再见

[枫🍁 @BTC9576]

操你妈的死妈诺基亚Nok别跌了。你妈死了

[枫🍁 @BTC9576]

@_xxiiuu 妈妈

[枫🍁 @BTC9576]

@Golden_Ted_ 你像个韭菜

[InvestmentGuru @InvestmentGuru_]

$NOK at $13.49

The Most Underappreciated AI Infrastructure Play Right Now
Everyone’s chasing semiconductors and NeoCloud.
Nobody’s talking about the pipes that make all of it work.
The Reframe
- Nokia is no longer a telecom equipment vendor — it’s a global AI connectivity infrastructure company
- The AI supercycle doesn’t just need GPUs. It needs optical transport, IP routing, and AI-native radio networks to move data at scale
- $NOK sits at the intersection of ALL three

What Nokia Actually Builds Now
Optical Networks
- The backbone of AI data center interconnects — moving petabytes between GPU clusters
- Infinera acquisition integrated — Nokia now controls end-to-end optical components AND systems
- Investing in its own fab capacity for optical components — vertical integration is the moat

IP Networks
- Expanding INSIDE hyperscaler data centers — competing directly where capex is being deployed
- As AI workloads scale, IP routing complexity explodes — Nokia is positioned at that chokepoint

AI-Native Radio (AI-RAN)
- The next evolution of 5G isn’t just faster — it’s AI-native by design
- Nokia is co-developing AI-RAN with NVIDIA — not a marketing deal, NVIDIA wrote a $1B check to back it
- 6G standards being shaped NOW — Nokia is at the table

The $NVDA Signal
When NVIDIA strategically invests $1B into a network infrastructure company, it’s telling you something the market hasn’t priced yet.
- NVIDIA needs AI-native networks to extend its ecosystem from the data center to the edge
- Nokia is their chosen infrastructure partner to get there
- This partnership accelerates Nokia’s product roadmap in ways no organic R&D budget could match

The Sector Rotation Angle
- We are entering Wave 3 of the AI infrastructure buildout — moving from compute to connectivity
- Semiconductors ran. NeoCloud is running. Optical and network infrastructure is next.
- $NOK is one of the few pure-play global names in this transition with a complete product stack

The Setup
Patient capital. Asymmetric upside. A product portfolio built for exactly where AI is heading next.
$NOK at $13.49 is the kind of entry long-term investors look back on.
Follow for full AI Infrastructure coverage — Silicon to Substation.
Not financial advice.

[枫🍁 @BTC9576]

@youngstockuser 对不��Nok

[枫🍁 @BTC9576]

你妈个比，NOK这个无能的丈夫终于起飞了。13.5加的���位

[枫🍁 @BTC9576]

@youngstockuser 跌破13指日可待

[枫🍁 @BTC9576]

@youngstockuser 完蛋了啊，姐

[枫🍁 @BTC9576]

@hanking66 口嗨博主，美股大便。你倒是晒单子啊，哪怕p个图你也不会？

[枫🍁 @BTC9576]

@hanking66 你妈个臭逼你晒过单子吗，你踏马一个博主不会就买几千刀吧？口嗨的臭傻逼，换仓当时不说三天后来说说你妈的臭逼呢？你换仓mu不是已经赚了吗，后悔你妈逼呢，你妈逼长蛆生你个杂种。在推上天天口嗨，一个实际的图没有，你改名口嗨美股大便吧

[枫🍁 @BTC9576]

@hanking66 买你妈的臭逼，知道没。

[枫🍁 @BTC9576]

@hanking66 @SnJay12345654 你妈逼当时换的时候不说，现在换仓成mu回本加已经赚了觉得自己牛逼来踏马炫耀了，我觉得你就像个美股的小丑就你这样的思维还来做美股博主，你改��叫美股大便得了，还学别人分析这那，你自己躲过了nok要么你就别出声，还发你前几天换仓的事，把你粉丝当日本人整呢老弟？美股大便

[枫🍁 @BTC9576]

@xiaoshunli 什么时候币圈的杂毛也可以来股市指手画脚了，确实吹牛逼不要钱，谁不会呢。

[枫🍁 @BTC9576]

@jzszn 你数学挺好80亿乘于10亿是多少问下