Asım Us

zulme karşı mukavemet @galatasaraysk #galatasaray 💛❤️

[Asım Us @qwertylaws]

@BoraOzkent Hocam $ONDS için ne düşünüyorsunuz ? Son gelen bilanço sizi tatmin etti mi yoksa dilution canavarı mı olacak ?

[Asım Us @qwertylaws]

@ProfDemirtas Hocam İngilizce tivitleri copy paste yapıp kendi fikriniz gibi satmayı bıraksanız mı artık

[Asım Us @qwertylaws]

Nokia 20$’lara gider mi?

Orası biraz fazla agresif olabilir kısa vadede.
Ama neden insanlar heyecanlanıyor?
Çünkü:
yıllarca ölü hisseydi
valuation ucuz
cash flow var
büyük müşteri ağı var
global telecom altyapısı var
AI hype’ına yeni bağlanıyor

Market bu hikayeleri sever. $NOK

[amit @amitisinvesting]

$NOK

Nokia long thesis:

- Nvidia owns 2.9% of the company, they bought in October 2025 when the stock was around $6.50
- The option flow is incredible signaling that there are larger players that see the name moving into the $20s
- Chart is breaking out from a decade-long consolidated base
- Core AI business is growing 49% YoY and AI data centers are moving towards the cell tower / telecom edge which would imply Nokia having a strong runway of growth

The Chief Development officer also just bought 32,595 shares at $15.34 on Friday. (h/t @Sergeant991)

Jensen is bullish as he has repeatedly framed the Nokia partnership as part of a much bigger generational platform shift from traditional 5G toward AI-native 6G networks. EdgeAI is essentially having compute run on device. Why is this important for Nokia? EdgeAI transforms global telecom networks into distributed computing platforms. By providing carrier-grade 5G and fiber hardware (which Nokia plays A BIG role in), they enable data to be processed locally at cell sites rather than sending it to distant cloud data centers, ensuring ultra-low latency, enhanced security, and bandwidth efficiency.

In fact, Nvidia has changed their reporting for earnings to be Data Center Compute and Edge Compute with one of the core parts of Edge Compute as AI-RAN base stations.

A few months ago, Jensen said “Telecommunications is a critical national infrastructure — the digital nervous system of our economy and security,” and argued that AI-RAN built on CUDA and AI will “revolutionize telecommunications.”

If semis hit a short term top, Nokia will absolutely fall, so the broader risk is also macro and sentiment on semis.

Originally was a trade, still doing more DD, but feeling like this can be more of a hold, seeing the insider buy recently at these prices (after a 100% move YTD) is also encouraging.

Thoughts on $NOK? Substack linked below discussing the thesis.

other accounts that have been covering it well @optionscjp @KawzInvests @michaelsikand @investingluc

[Asım Us @qwertylaws]

@GalatasaraySK Hocam da HOCAM ❤️❤️

[Asım Us @qwertylaws]

@Fenerbahce ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR
ALLAH SİZİ SEVMİYOR….

[Asım Us @qwertylaws]

@Fenerbahce O Allah ki yine en kötü sonu yazdı size

[Asım Us @qwertylaws]

@Fenerbahce

[Asım Us @qwertylaws]

@berktavsan Darvas

[Asım Us @qwertylaws]

@_LucaTM 🙌🏽💛❤️

[Asım Us @qwertylaws]

@gokhanozoguz @GalatasaraySK

[Asım Us @qwertylaws]

#Galatasaray - juventus ilk 11 açıklandı. Yürüyedur aslan 💛❤️

[Asım Us @qwertylaws]

@tanik_tr İzledim saçmalık 16 oscarlım bir olay yok.

[Fútbol Mahou @futbolmahou]

RT o MG si crees que @10ardaguler ha sido el #JugadorCincoEstrellas del @realmadrid en enero. (4/5)

[Asım Us @qwertylaws]

@Transferhaber6 PSG maç fazlasıyla lider 2. LENS. psg ye kıyasla çoook düşük bütçeli

Uçan kaçan Barcelona’nın, öldü bitti denilen Madrid’le arasında 1 puan var

Liverpool kendi liginde 4.

Münih zaten kendi liginde hiç bir zaman rakibi olmadı bu rakamlar hep vardı.

Como kendi liginde 5.

[Asım Us @qwertylaws]

@WealthWatcherCo @NoLimitGains @grok DONE

[Asım Us @qwertylaws]

@vulturetrades 11 flips

[Asım Us @qwertylaws]

@AhmetYARIMUKR Hangi hisse bu ?

[Asım Us @qwertylaws]

@vulturetrades $spy

[Asım Us @qwertylaws]

@lemarcaspors_ Haram olsun

[kerem top kaybı @keremtopkaybi]

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