$NOK

@aleabitoredditMay 27, 2026 · 4:35 PM

Bro media… how is $XFAB a meme stock? Can you not repeat the same mistake with $RPI this time? They’re literally getting CHIPS ACT funding from the EU because of how critical they are. And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low ~1.28 P/B. This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag. $XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics. The main revenue ramp was around power semis with $NVDA pushing 800 vdc. So $NVTS, $POWI, $WOLF and everyone have been taking off recently. Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago. I just happened to point out the connections. Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.

@aleabitoredditMay 27, 2026 · 2:45 PM

@MalteAnkan20 $XFAB is more tethered to power semis growth. With silicon photonics upside optionality depending on how $NVDA / $NOK evaluations go

@blackpanthercapMay 27, 2026 · 9:10 AM

I just took a position in $NOK after @KawzInvests put this on my radar, recently. Here’s why. Nvidia paid $6.01 a share for 2.9% of Nokia in October. The stock is now at $16.46. Nvidia does not make passive investments. They buy into the companies that carry their hardware into places they can’t reach alone. Nokia is one of those companies. AI-RAN is the reason. Factory robots, autonomous vehicles, industrial systems, none of them can route inference back to a centralized data center and wait. The latency kills the use case. So compute moves to the edge. Nokia is deploying $NVDA RTX PRO 4500 Blackwell GPUs directly into its base stations. T-Mobile was the first US carrier to pilot it. There are roughly 100,000 network sites with the capacity to run this. That’s the RAN side. Then there’s optical. Nokia acquired Infinera and gained 800G ZR coherent pluggables at the exact moment hyperscalers started treating optical backbones as AI infrastructure. €2.4B in hyperscaler orders in 2025. Optical Networks grew 17% in Q4 alone. Management is targeting €3.1 to €3.7B in operating profit by 2028. That’s nearly double where they are today. Seven insiders bought $2.5M+ of personal capital in the last 30 days. The stock had already doubled YTD. They bought higher anyway. Insiders don’t do that unless the next leg looks bigger than the last one. Thanks to @KawzInvests for covering this, EARLY. Picture: Transaction of Owczarek, Konstanty insider buying. -BP Not financial advice. DYOR.

@investmentguru_May 27, 2026 · 1:32 AM

5 HIGH-UPSIDE STOCKS STILL FLYING UNDER WALL STREET’S RADAR $NOK $BB $QS $SOUN $TE The market usually rewards patience before it rewards popularity. Early feels uncomfortable. Late feels obvious. Not financial advice.

@investmentguru_May 26, 2026 · 10:18 PM

$NOK & $BB

@mrmikeinvestingMay 26, 2026 · 9:43 PM

The literal White House is telling you to prioritize these 5 sectors amongst your portfolio… 1. Space ~ $RKLB, $ASTS, $RDW, $PL 2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR 3. Rare Earths ~ $USAR, $UUUU, $MP 4. Energy/Nuclear ~ $TE, $EOSE, $OKLO, $OSS 5. Drones/Robotics ~ $ONDS, $TSLA, $NOK, $AVAV These names are going to be the next list of setups that’ll create generational wealth for many. Don’t miss these opportunities…

@thevalueistMay 26, 2026 · 8:28 PM

$NOK I don’t usually give officer stock transactions much credence, however this seems extraordinary.

@aleabitoredditMay 24, 2026 · 8:42 PM

When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries. I'm not sure people are fully aware yet. $SIVE -> $AAPL, $NOK, $RTX (us defense contractrs), $YSS (golden dome). Not including Ericcson + others. Then you have $SIVE -> $AEVA -> Boston Dynamics / $NVDA self-driving architectural standards. Then you have $SIVE -> Celestial / $POET / Lightmatter / Lightelligence / Ayar / $JBL, and many others for CPO/1.6T. Those go to GUC/ALCHIP/Marvell -> hyperscalers. Then there's a ton more... Like their US Gov CHIPS Act work that are secretive. Normally with stuff like $POET, it's like "hey" you have 1 customer with a $50m purchase order, we know where that's going. Not some Swedish company with a smaller valuation, going into everywhere from Space, Robotics, AI, consumer segments...

@mrmikeinvestingMay 24, 2026 · 2:38 PM

Generational Wealth will be made over these next 6 months… If you’re looking to do such then you NEED to be invested in these 7 stocks: 1. Rocket Lab ~ $RKLB 2. AST SpaceMobile ~ $ASTS 3. ServiceNow ~ $ASTS 4. Iren ~ $IREN 5. Nebius ~ $NBIS 6. Nokia ~ $NOK 7. USA Rare Earth ~ $USAR Come back to this post at the end of 2026, & you’ll thank yourself that you listened…

@investmentguru_May 24, 2026 · 1:40 PM

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post. PURE-PLAY QUANTUM $IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play. $RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now. $QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients. $QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly. $INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching. $ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure. $LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind. BIG TECH $IBM → Most mature public quantum roadmap. 1000+ qubit processors live. Fault-tolerant systems targeted ~2029. Every enterprise quantum conversation starts here. $GOOGL → Willow chip demonstrated a landmark quantum error correction milestone. Google doesn’t lose science races. This is a long-term compounder with quantum upside baked in. $MSFT → Topological qubit breakthrough. Azure Quantum as the monetization layer. Full-stack quantum integrator play for the enterprise cloud era. $AMZN → AWS Braket quantum cloud. Positioned as the access layer for quantum-as-a-service. Already charging enterprises for quantum compute access today. $NVDA → Quantum-AI software stack integration. CUDA for quantum is the longer-term thesis. $NVDA doesn’t need to win quantum — it needs to be the layer everything runs on top of. $INTC → Silicon-spin qubit research. The most scalable long-term architecture thesis — leveraging existing CMOS manufacturing. Slow, but strategically important. $HON → Majority stake in Quantinuum — the most commercially advanced quantum hardware + software company currently private. When Quantinuum IPOs, $HON re-rates hard. $BAH → Booz Allen Hamilton. Deep in U.S. government quantum programs. Every federal quantum contract flows through firms like this. The picks-and-shovels of government quantum. SEMICONDUCTOR & INFRASTRUCTURE $GFS → GlobalFoundries. Quantum chip manufacturing capabilities. As quantum hardware scales, fab demand follows. $MU → Memory + quantum infrastructure angle. Quantum systems require extreme classical compute support — $MU sits in that stack. $AMD → HPC + quantum research ecosystem. High-performance classical compute is the co-processor to every near-term quantum system. $TSM → TSMC. Advanced fabrication is the foundation of every quantum chip roadmap. No quantum at scale without $TSM. $ASML → EUV lithography critical for next-generation quantum chip manufacturing. The irreplaceable chokepoint in advanced semiconductor production. QUANTUM NETWORKING / OPTICAL / SECURITY $CIEN → Optical networking backbone + quantum networking research. Quantum communication requires ultra-low-noise optical infrastructure — $CIEN is already there. $NOK → Nokia building quantum-safe telecom infrastructure. Nation-state cyber threats are accelerating the quantum-safe network upgrade cycle. $LITE → Photonics and optical infrastructure. Quantum and photonics are deeply intertwined. $AAOI → Optical connectivity. Riding both the AI and quantum photonics buildout simultaneously. $COHR → Photonics + laser systems. Lasers are fundamental to trapped-ion and photonic quantum architectures.

@investmentguru_May 23, 2026 · 7:37 PM

$NOK was under $9 at this time when I shared with my group to add for long term. Now

@investmentguru_May 23, 2026 · 10:36 AM

Two legacy mobile giants flying under the radar — $NOK & $BB The market wrote them off. The story is changing. $NOK → Repositioned as an AI & optical networking infrastructure company → Optical Networks grew 17% in Q4 — driven by AI & cloud hyperscaler demand, with book-to-bill above 1 → 9 of the top 10 global hyperscalers use Nokia’s optical networks → $1B NVIDIA partnership integrating AI-native 5G-Advanced and 6G RAN architecture — field trials expected in 2026 → Reorganized into a dedicated Network Infrastructure growth segment to capture the AI & data center buildout supercycle → Board authorized repurchase of up to 550M shares — capital return signal → Long-term OP target of €2.7–3.2B by 2028 — re-rating potential if optical keeps compounding NOK is a slow-burn AI infrastructure play hiding in plain sight. Optical + IP networks are the pipes the AI supercycle runs through. $BB → Hardware is dead. The software pivot is very much alive. → Q4 earnings beat: $0.06 adjusted EPS vs $0.04 consensus, $156M revenue vs $144.6M expected → QNX hit record revenue — up 20% YoY in Q4 and 14% for the full year — $950M royalty backlog → QNX embedded in 275M+ vehicles — works with all 10 top automakers and 24 of the top 25 EV makers → NVIDIA collaboration integrates QNX OS for Safety 8.0 with IGX Thor — plugging BB into physical AI across robotics, medical, and industrial → Defense wins stacking: TKMS naval deal, SecuSUITE naval integration, Secure Communications back in growth → AtHoc platform just secured FedRAMP High re-certification 🏛️ — the highest bar for US federal cloud security → Directly aligned with Washington’s growing investment in mission-critical emergency notification and crisis coordination → Positions BB as a trusted vendor for federal agencies and critical infrastructure at exactly the right moment → 76% gross margin — pure software story, no hardware drag → FY27 guidance: mid-to-low double-digit revenue growth + ~$100M operating cash flow → Stock hit a 4-year high on back-to-back sessions this week 📈 BB is stacking catalysts across EVs 🚗, AI 🤖, defense 🛡️ and now federal government 🏛️ — four of the hottest spending themes in the market right now. Both $NOK and $BB were left for dead when smartphones took over. Both quietly rebuilt around software and AI infrastructure. Both now have genuine catalysts heading into H2 2026. The mobile era ended for them. The AI era may just be beginning. Not financial advice.

@aleabitoredditMay 23, 2026 · 5:51 AM

I said this before but I have high conviction in $SIVE. I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others from the start. Also helps that 22% of their company are PHDs so entire team is cracked. CHIPS ACT, all these likely partnerships from $NOK to $AAPL also gives a ton of credibility to the IP moat they've built. They just lacked the funding before the recent market interest in Sivers. But I'm very interested to see what they can do from here.

@mrmikeinvestingMay 22, 2026 · 11:28 PM

The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze… 1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR 2. AI Infrastructure ~ $CRWV, $NBIS, $IREN, $APLD 3. Quantum Computing ~ $IBM, $GFS, $QBTS, $RGTI 4. Rare Earths/Energy ~ $USAR, $UUUU, $OSS, $EOSE, $HYLN 5. Robotics ~ $NOK, $TSLA These are your next chances to make generational wealth, & you cannot miss it. Save this for later…

@investmentguru_May 22, 2026 · 7:52 PM

$NOK

@thevalueistMay 22, 2026 · 6:32 PM

This $NOK turned out to be a banger. Still a long way to go, especially given Jensen’s blessing. https://t.co/QfnbGhQgbb

@thevalueistMay 22, 2026 · 6:24 PM

Revenge of the 2001 Dot-Com Nerds. They are making the case for 25-year DCFs and terminal values still being a thing. $NOK $CIEN $CSCO $BB https://t.co/b6m5M1iTyf

@unusual_whalesMay 22, 2026 · 5:20 PM

Have you been tailing any of these recent large options flows found by Unusual Whales subscribers? $SWKS 80c 8/21 from last Friday (partially rolled up to 95c today!) - 140% gain $BB 7c 5/29 from yesterday - 350% gain $NOK 14.5c 5/29 from Tuesday - 160% gain $OKLO 61c 6/18 from Monday - 85% gain Join the Discord subscriber-only chat to see what other flows are being shared: https://t.co/5iL2muQzjV All platform subscriptions now include access to the AI-options chat bot: https://t.co/VfIBZSCWXk

@investmentguru_May 22, 2026 · 4:35 PM

$NOK

@investmentguru_May 22, 2026 · 10:52 AM

$NOK is the most undervalued AI infrastructure play on the market right now — a global connectivity leader in optical networks, 5G Advanced, and AI-native network architecture, trading at a fraction of its peers while sitting on a €3.4B cash cushion, posting nearly 85% YoY growth in Optical Networks, and targeting €2.7B–€3.2B in operating profit by 2028. The market is still pricing this like a legacy handset company. It’s not. Not financial advice.

@investmentguru_May 20, 2026 · 10:33 AM

10 AI Infrastructure Stocks I’m Watching for the Long Game 1. $MU — Memory Is Now a Strategic Asset Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter last year — with record gross margins, EPS, and free cash flow.  HBM capacity is completely sold out through calendar 2026, with pricing locked in on the vast majority of that volume.  Memory is no longer cyclical commodity — it’s the bottleneck of the AI era. 2. $MRVL — The Custom Silicon Kingmaker Marvell delivered record FY2026 revenue of $8.195B, up 42% YoY, with custom AI chip wins at Amazon, Microsoft, and Google anchoring its growth.  Its 800G and 1.6T optical DSPs have become the essential “plumbing” for hyperscale AI clusters.  The most underrated AI infrastructure name hiding in plain sight. 3. $CRDO — The High-Speed Connectivity Pure Play Management is guiding over 50% YoY revenue growth for fiscal 2027 as AI infrastructure scales rapidly.  Rothschild & Co Redburn just launched coverage with a Buy and a $206 price target tied to surging generative AI infrastructure spending.  Ultra-low power, ultra-high speed — exactly what AI data centers need. 4. $AAOI — America’s 800G Transceiver Champion AOI completed its first volume shipment of 800G products to a large hyperscale customer in Q1 2026 and is guiding for sequential revenue growth throughout the year, with significantly larger growth expected in Q3 as additional capacity comes online.  They’re building a 210,000 sq ft manufacturing facility in Sugar Land, TX with up to $300M in planned investment to become one of the largest domestic suppliers of AI datacenter transceivers.  5. $AXTI — The Indium Phosphide Supercycle AXT hit Q1 2026 revenue of $26.9M, up 39% YoY, with InP backlog exceeding $100M, and is doubling indium phosphide capacity in both 2026 and 2027.  Order demand for scale-out optics could grow 2x in 2026 and another 2x in 2027  — and every optical transceiver in every AI data center needs InP. This is the upstream pick-and-shovel few are talking about. 6. $INTC — The Turnaround Nobody Wants to Believe In Intel is partnering with Nokia and Dell to advance next-gen 5G edge infrastructure, with its Xeon 6 Granite Rapids-D SoC delivering enhanced AI capabilities for far-edge deployments.  Foundry ambitions, US manufacturing tailwinds, and a deeply reset valuation. High risk — but if the turnaround lands, the upside is asymmetric. 7. $AMD — The Challenger That Keeps Gaining Ground The iShares Semiconductor ETF is up 77% this year, with AMD among the key beneficiaries of AI infrastructure investment.  MI300X traction in inference, custom silicon partnerships, and a data center GPU roadmap that has Nvidia watching closely. The market keeps underestimating this one. 8. $QCOM — Beyond Phones, Into Physical AI Qualcomm posted $10.6B in Q2 FY2026 revenue with record quarterly QCT automotive revenues, and combined automotive + IoT revenues up 20% YoY.  Momentum across personal, industrial and physical AI is growing  — this is no longer just a smartphone chipmaker. Edge AI, autonomous systems, and robotics are the next chapters. 9. $NOK — The AI-Native Network Play Nokia is delivering advanced optical and IP data center connectivity to power AI computing across continents, while partnering with NVIDIA to define the next generation of global connectivity in the AI-native wireless era.  Deeply undervalued relative to its AI infrastructure footprint. Patient capital play. 10. $ARM — The Architecture Running AI Everywhere In March 2026, Arm made history by launching its first-ever production silicon — the Arm AGI CPU — a data center processor for agentic AI workloads, developed with Meta, delivering more than 2x performance per rack vs. x86 platforms.  Arm’s compute platform now supports AI workloads ranging from milliwatts to gigawatts — from edge to cloud.  Every AI chip runs on Arm’s architecture. The royalty engine of the AI age.

@investmentguru_May 19, 2026 · 10:17 AM

$NOK great read

@investmentguru_May 15, 2026 · 1:08 PM

$NOK Unusual options activity keeps pouring into $NOK and it’s getting harder for the market to ignore what is happening beneath the surface. Over $10M in LEAPS calls have hit Nokia in the last 2 weeks alone. The biggest trade? 50,000 contracts on the Dec 2026 $24 calls worth roughly $4.15M. Someone just made a multi-million dollar bet that Nokia trades 66% higher within 7 months. This is not the old Nokia the market remembers. The story changed after the Infinera acquisition. Nokia now controls one of the most vertically integrated optical networking stacks in the industry: → Photonic chips (PICs) → Optical components → Complete networking systems Most competitors only own one layer of the stack. Nokia is now positioned directly in the center of the AI infrastructure buildout, optical networking expansion, AI-RAN deployments, hyperscaler traffic growth, and future 6G infrastructure. Meanwhile, the legacy mobile business is still suppressing the valuation multiple even as optical and AI networking become a larger percentage of revenue every year. That disconnect is exactly why the options market may be getting aggressive here. The market is rewarding optical/photonics companies with massive forward multiples: $AXTI ~295x $CIEN ~112x $AAOI ~100x $COHR ~72x $LITE ~60x Nokia still trades at a major discount despite arguably having one of the strongest strategic positions in optical infrastructure. The options chain is also revealing a very important setup: $14 = support floor $15 = trigger level Dealers are heavily positioned around those strikes. If $NOK decisively breaks above $15 with volume, gamma dynamics can quickly shift from resistance into forced dealer buying. That is why June $15 calls now carry the largest open interest on the chain with more than 120K contracts open. At the same time, traders continue stacking farther-out calls: → Jul $20C → Sep $21C → Dec $23C → Jan 2027 $20C This looks less like random speculation and more like institutions positioning for a full re-rating cycle tied to AI networking, optical infrastructure, and AI-RAN adoption. Still volatile and still speculative, but definitely one of the more interesting asymmetric setups in AI infrastructure right now. https://t.co/ErU6FSMeNt

@investmentguru_May 15, 2026 · 12:31 AM

$NOK profit taking day https://t.co/tTRw9f96OR

@thevalueistMay 14, 2026 · 2:12 PM

$NVDA $NOK $LITE $COHR Equal weight index of J. Huang Capital Management's current holdings. Crushing the competition over the past year. The question is what it looks like going forward. I didn't put in the effort to adjust for the adds/subs transactions over the past year. https://t.co/p1NDugUlTP

@investmentguru_May 14, 2026 · 10:40 AM

$NOK is one of the few stocks in this market showing strong momentum and a clean breakout pattern. The price action continues to improve as buyers step in aggressively on dips, and the higher it moves, the more attention and chasing it will attract from momentum traders. DYOR https://t.co/37lDrz3IZA

@aleabitoredditMay 14, 2026 · 10:17 AM

$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers" For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers. "Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion) 2. "Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years" $LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck. And this confirmed it, so was wondering about Win semi. "The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand" $SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know. This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader. VOLUME PRODUCTION H2 INDICATIONS (BULLISH): 3. "The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026" H1 is more preproduction, H2 production signaled starting with names like $POET. 4. "We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026" $AEVA start of volume production Q4 with $SIVE = bullish for both. Revenue floor from LIDAR as their CPO scales. 5. Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing) FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals. Especially when you're forward looking for the 2027-2028 CPO supercycle. But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE. TLDR: -> Win Semi implied capacity lock in during CW laser bottleneck -> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion. -> New customers for CW lasers -> Volume production scaling starting H2 for both photonics and lidar.

@investmentguru_May 14, 2026 · 1:13 AM

$NOK was $8 when I shared this post now almost $15

@thevalueistMay 14, 2026 · 1:01 AM

$NVDA $NOK $LITE $COHR The current holdings of J. Huang Capital Management. You might think it is sophomoric, but you could simply buy these, hold them for the next 3 years, and do very well for yourself. I will create an equal-weight index from this. I’m currently long all of these except $INTC $SNPS $IREN

@thevalueistMay 14, 2026 · 12:14 AM

$NVDA $NOK $LITE $COHR NVDA PUBLIC EQUITY INVESTMENTS: SCOPE AND CONCLUSION Analysis through May 13, 2026 identifies 18 public-company NVIDIA equity or equity-linked investments over the last 10 years, subject to the important limitation that NVIDIA does not disclose every individual investment check size, especially when participating in multi-investor private rounds or when a public holding is first visible only through Form 13F. The identified public-company universe comprises SoundHound AI, TuSimple Holdings/CreateAI, Serve Robotics, CoreWeave, Recursion Pharmaceuticals, Arm Holdings, Nano-X Imaging, Applied Digital, Nebius Group, WeRide, Intel, Nokia, Synopsys, Lumentum, Coherent, Marvell, Corning, and IREN. This universe includes direct PIPEs, IPO allocations, private placements, 13F-disclosed public equity holdings, 13G-disclosed beneficial ownership, pre-IPO investments in companies that later became public, and announced 2026 equity-linked strategic structures. Purely private companies that were not listed as of May 13, 2026, acquisitions, ordinary commercial supply agreements without disclosed equity, and customer financing without disclosed equity are excluded. The most important investment conclusion is that NVIDIA’s public-company equity program moved from relatively small, venture-style AI and autonomy option value in 2017-2024 toward large-scale strategic balance-sheet deployment in 2025-2026 across AI cloud capacity, x86 compute, telecom/AI-RAN, EDA, optical components, silicon photonics, data-center connectivity, and power/data-center infrastructure. NVIDIA’s Q4 2023 public equity portfolio contained Arm, Nano-X, Recursion, SoundHound, and TuSimple; by Q4 2025 it had rotated into CoreWeave, Intel, Nebius, Nokia, and Synopsys. That rotation is strategically significant because the capital increasingly targets bottlenecks that could constrain NVIDIA’s own revenue flywheel: AI-cloud capacity, data-center networking, optical interconnects, EDA/simulation, CPU/GPU system integration, AI-RAN adoption, and next-generation AI factory deployment. The program is therefore less accurately characterized as passive financial investing and more accurately characterized as ecosystem-capacity financing, with financial upside attached to strategic demand creation. (SEC) TRANSACTION RECORD SOUNDHOUND AI, INC. Listing: Nasdaq: SOUN. Date: Jan 31, 2017 for the disclosed private financing; Dec 31, 2023 for NVIDIA’s first clearly visible public 13F holding in the period reviewed; Q4 2024 for exit. Transaction size: SoundHound raised $75M from investors including NVIDIA, Samsung Catalyst Fund, Kleiner Perkins, and others; NVIDIA’s individual check size was not disclosed. NVIDIA later reported 1,730,883 SoundHound shares worth $3.7M at Dec 31, 2023, with the position rising in market value to $6.8M at Jun 30, 2024 and $8.1M at Sep 30, 2024 before being exited in Q4 2024. Description: SoundHound is a conversational AI and voice-interface company; the investment fit NVIDIA’s early AI application ecosystem strategy rather than the later hard-infrastructure financing strategy. (TechCrunch) TUSIMPLE HOLDINGS INC. / CREATEAI. Listing: formerly Nasdaq: TSP. Date: Aug 16, 2017 for the disclosed private investment; Dec 31, 2023 for NVIDIA’s visible public 13F holding. Transaction size: TuSimple raised $20M in a round led by Sina, with NVIDIA participating as a strategic investor; NVIDIA’s individual check size was not disclosed. NVIDIA later reported 3,465,372 TuSimple shares worth $3.0M at Dec 31, 2023. Description: TuSimple was an autonomous trucking and self-driving software company. The position was consistent with NVIDIA’s DRIVE/autonomous-vehicle ecosystem strategy and represented an early autonomy platform option rather than a later AI-infrastructure bottleneck investment. (TechCrunch) SERVE ROBOTICS INC. Listing: Nasdaq: SERV. Dates: NVIDIA began investing in Serve in 2022; Serve completed its business combination on Jul 31, 2023; NVIDIA’s Jan 2, 2024 convertible promissory note converted into 1,050,129 shares on Apr 22, 2024; NVIDIA disclosed 10.0% beneficial ownership in July 2024; the 13F position was visible in Q2 2024 and Q3 2024 and was exited in Q4 2024. Transaction size: Serve disclosed that NVIDIA had invested more than $12M since 2022, including $9M through 2022 SAFEs. NVIDIA owned 2,676,904 shares immediately after the business combination, including 62,500 shares purchased in a concurrent private placement, and later held 3,727,033 shares after note conversion. Market value was $7.3M at Jun 30, 2024 and $29.6M at Sep 30, 2024. Description: Serve Robotics develops autonomous sidewalk delivery robots. The investment was a robotics/autonomy application exposure and was monetized before NVIDIA’s 2025-2026 shift toward much larger infrastructure and supply-chain transactions. (Serve Robotics) COREWEAVE, INC. Listing: Nasdaq: CRWV. Dates: Apr 2023 for NVIDIA’s pre-IPO investment; Mar 2025 for IPO participation; Jan 26, 2026 for the later $2B strategic stock investment. Transaction size: NVIDIA reportedly invested $100M in Apr 2023 by purchasing 17.9M preferred shares at $5.58 per share, then invested an additional $250M in CoreWeave’s Mar 2025 IPO at $40 per share, acquiring 6.25M shares. NVIDIA then invested $2B in CoreWeave Class A common stock at $87.20 per share on Jan 26, 2026, bringing identified NVIDIA equity capital deployed into CoreWeave to approximately $2.35B. NVIDIA’s Q1 2025 13F showed 24,182,460 shares worth $896.7M, and its Q4 2025 13F showed 24,277,573 shares worth $1.74B before the Jan 2026 incremental purchase. Description: CoreWeave is an AI-native cloud and accelerated compute provider built around NVIDIA GPU infrastructure. This is one of NVIDIA’s most strategically important ecosystem investments because it supports AI factory capacity, GPU cluster deployment, and downstream demand absorption for NVIDIA accelerated computing systems. (Barron's) RECURSION PHARMACEUTICALS, INC. Listing: Nasdaq: RXRX. Date: Jul 12, 2023. Transaction size: NVIDIA made a $50M PIPE investment. NVIDIA’s Q4 2023 13F showed 7,706,363 shares worth $76.0M; the position remained visible through Q3 2025 and was no longer present in the Q4 2025 13F portfolio. Description: Recursion is an AI-enabled drug discovery company. The investment targeted biological and chemical foundation models, with the strategic collaboration centered on NVIDIA’s BioNeMo platform and DGX Cloud. This was a vertical AI software/science exposure, not a core supply-chain capacity transaction. (Recursion Pharmaceuticals, Inc.) ARM HOLDINGS PLC. Listing: Nasdaq: ARM ADS. Dates: Sep 2023 IPO; Dec 31, 2023 for NVIDIA’s first 13F-disclosed holding; Q4 2024 for the 43.8% position reduction; Q4 2025 for the full exit from the 13F portfolio. Transaction size: Arm priced 102.5M ADS at $51 per ADS in Sep 2023. NVIDIA held 1,960,784 ADS at Dec 31, 2023, implying an IPO allocation of approximately $100M if purchased at the IPO price; the position was worth $147.3M at Dec 31, 2023. NVIDIA reduced the position to 1,101,249 shares by Dec 31, 2024 and sold the remaining stake by Q4 2025. Description: Arm is a CPU architecture IP and processor ecosystem company. The investment had clear strategic relevance to NVIDIA’s Grace CPU, data-center CPU architecture, edge/client compute, and heterogeneous computing roadmap, although it was later monetized as NVIDIA concentrated public equity capital into AI infrastructure and supply-chain partners. (Arm Investor Relations) NANO-X IMAGING LTD. Listing: Nasdaq: NNOX. Date: Dec 31, 2023 for NVIDIA’s first visible 13F holding in the period reviewed. Transaction size: the underlying NVIDIA transaction price and acquisition date were not publicly disclosed in the reviewed materials. NVIDIA reported 59,632 shares worth $0.4M at Dec 31, 2023, $0.4M at Jun 30, 2024, and $0.4M at Sep 30, 2024, before exiting in Q4 2024. Description: Nano-X Imaging is a medical imaging company. The position was small and appears best classified as a legacy or exploratory AI/healthcare-related public equity stake rather than a strategic platform investment. (SEC) APPLIED DIGITAL CORPORATION. Listing: Nasdaq: APLD. Date: Sep 5, 2024. Transaction size: Applied Digital announced a $160M strategic financing through the issuance of 49,382,720 shares at $3.24 per share to investors including NVIDIA. NVIDIA’s individual check was not explicitly disclosed in the company release, but NVIDIA’s Q3 2024 13F showed 7,716,050 shares; at the disclosed $3.24 issue price, that share count implies approximately $25M of gross NVIDIA participation if the shares were purchased in that financing. The position was worth $63.7M at Sep 30, 2024, $59.0M at Dec 31, 2024, and $177.0M at Sep 30, 2025, before being sold by Q4 2025. Description: Applied Digital develops and operates data-center and high-performance computing infrastructure for AI workloads. The investment was a bridge between NVIDIA’s earlier AI application investments and its later, larger AI data-center capacity strategy. (Applied Digital Corporation) NEBIUS GROUP N.V. Listing: Nasdaq: NBIS Class A. Dates: Dec 2, 2024 for the initial strategic private placement; Mar 11, 2026 for NVIDIA’s later $2B investment commitment. Transaction size: Nebius announced a $700M private placement with investors including Accel, NVIDIA, and Orbis in Dec 2024. The placement comprised 33,333,334 Class A shares at $21 per share; NVIDIA’s individual allocation was not separately disclosed. NVIDIA’s Q4 2024 13F showed 1,190,476 Nebius shares worth $33.0M, which implies approximately $25M at the $21 placement price if that full position came from the Dec 2024 placement. On Mar 11, 2026, NVIDIA agreed to invest $2B in Nebius, with press reporting indicating an approximately 8.3% stake at $94.94 per share. Description: Nebius is a full-stack AI cloud and “neocloud” infrastructure provider. The strategic logic is direct: Nebius intends to deploy more than 5 GW of AI infrastructure by 2030, and NVIDIA’s equity capital supports a customer and infrastructure partner capable of absorbing large-scale NVIDIA systems. (Nebius) WERIDE INC. Listing: Nasdaq: WRD ADS. Date: Q4 2024 for NVIDIA’s first visible 13F-disclosed public holding. Transaction size: NVIDIA’s purchase price was not disclosed. NVIDIA reported 1,738,563 WeRide ADS worth $24.7M at Dec 31, 2024 and the same share count worth $17.2M at Sep 30, 2025; the position was sold by Q4 2025. Description: WeRide is an autonomous-driving company with robotaxi and autonomous mobility exposure. The investment fit NVIDIA’s autonomy ecosystem strategy and was later exited as the 13F portfolio concentrated into AI cloud, silicon, telecom, and EDA infrastructure names. (SEC) INTEL CORPORATION. Listing: Nasdaq: INTC. Date: Sep 18, 2025. Transaction size: NVIDIA invested $5B in Intel common stock at $23.28 per share; NVIDIA’s Q4 2025 13F showed 214,776,632 Intel shares worth $7.93B, consistent with the disclosed investment size and share price. Description: The transaction created a strategic collaboration under which Intel would build NVIDIA-custom x86 CPUs for AI infrastructure and x86 RTX SOCs integrating NVIDIA RTX GPU chiplets through NVLink. The deal was strategically important because it tied NVIDIA to x86 CPU supply, PC/AI PC integration, data-center CPU customization, and broader system-level platform expansion while also supporting Intel’s capital structure and market credibility. (NVIDIA Investor Relations) NOKIA OYJ / NOKIA CORPORATION. Listings: Nasdaq Helsinki: NOKIA; Euronext Paris: NOKIA; NYSE: NOK ADS. Date: Oct 28, 2025. Transaction size: NVIDIA agreed to invest $1.0B in Nokia at $6.01 per share, with Nokia issuing 166,389,351 new shares to NVIDIA. Nokia stated that NVIDIA would become a 2.90% shareholder following the issuance. NVIDIA’s Q4 2025 13F showed 166,389,351 Nokia ADS worth $1.08B. Description: Nokia and NVIDIA framed the transaction around AI-RAN, 5G Advanced, 6G, and data-center networking. The investment is strategically significant because radio access networks are a major potential adjacency for accelerated computing, and AI-RAN could expand NVIDIA’s addressable market from data-center GPUs into telecom infrastructure. (Nokia Corporation | Nokia) SYNOPSYS, INC. Listing: Nasdaq: SNPS. Date: Dec 1, 2025. Transaction size: NVIDIA invested $2B in Synopsys common stock at $414.79 per share; NVIDIA’s Q4 2025 13F showed 4,821,717 Synopsys shares worth $2.26B. Description: Synopsys is a leading electronic design automation and engineering simulation company. The strategic partnership centers on CUDA acceleration, agentic AI, physical AI, Omniverse digital twins, engineering simulation, and semiconductor design workflows. The investment sits directly in NVIDIA’s ecosystem flywheel because faster EDA and simulation workloads can increase demand for accelerated computing while strengthening the toolchain used by semiconductor, systems, robotics, automotive, and industrial customers. (Synopsys Investor Relations) LUMENTUM HOLDINGS INC. Listing: Nasdaq: LITE. Date: Mar 2, 2026. Transaction size: NVIDIA agreed to invest $2B in Lumentum, alongside multibillion-dollar purchase commitments and access rights to future capacity for advanced laser components. Description: Lumentum supplies photonic and optical components, including lasers critical to high-speed data-center connectivity. The investment is strategically significant because optical interconnect bandwidth and laser supply are potential scaling constraints for AI factories. NVIDIA’s capital appears aimed at expanding R&D, capacity, operations, and U.S. manufacturing to support next-generation AI data-center architectures. (NVIDIA Investor Relations) COHERENT CORP. Listing: NYSE: COHR. Date: Mar 2, 2026. Transaction size: NVIDIA agreed to invest $2B in Coherent, accompanied by a nonexclusive multibillion-dollar purchase commitment and access to future capacity for advanced laser and optical networking products. Description: Coherent is a major optical materials, lasers, and optical networking supplier. The strategic logic is similar to Lumentum: AI factories require substantial growth in optical bandwidth, and NVIDIA is using equity capital plus purchase commitments to secure access to advanced optical components and accelerate capacity expansion. (NVIDIA Newsroom) MARVELL TECHNOLOGY, INC. Listing: Nasdaq: MRVL. Date: Mar 31, 2026. Transaction size: NVIDIA agreed to invest $2B in Marvell. Description: Marvell is a custom silicon, networking, and connectivity semiconductor supplier. The strategic partnership is centered on NVLink Fusion, custom XPUs, scale-up networking, silicon photonics, AI-RAN, and AI factory connectivity. The investment strengthens NVIDIA’s position across custom compute and networking silicon, where hyperscale customers are increasingly demanding semi-custom system architectures rather than purely merchant GPU deployments. (NVIDIA Newsroom) CORNING INCORPORATED. Listing: NYSE: GLW. Date: May 6, 2026. Transaction size: Corning issued NVIDIA 2 equity-linked instruments: a traditional warrant to purchase up to 15M common shares at $180 per share and a prefunded warrant to purchase up to 3M common shares at $0.0001 per share, for an aggregate upfront purchase price of $500M. If the 15M traditional warrants are fully exercised, the total potential cash outlay would be approximately $3.2B, excluding de minimis prefunded warrant exercise payments. Description: Corning and NVIDIA announced a long-term partnership to expand U.S. optical connectivity manufacturing for NVIDIA-accelerated data centers, with plans to increase capacity by up to 10x, produce more than 50% of Corning’s global fiber capacity in the U.S., add 3 manufacturing facilities, and create more than 3,000 U.S. jobs. The transaction is equity-linked rather than a simple common-stock purchase at inception, and it targets physical optical infrastructure required for AI data-center scaling. IREN LIMITED. Listing: Nasdaq: IREN. Date: May 7, 2026. Transaction size: NVIDIA received a 5-year right to purchase up to 30M IREN ordinary shares at $70 per share, equivalent to up to $2.1B of potential equity purchase value, subject to customary closing conditions and regulatory approvals. This is an equity purchase right rather than an immediate fully funded common-stock investment. Description: IREN is a vertically integrated AI cloud and data-center operator. The partnership targets deployment of up to 5 GW of NVIDIA DSX-aligned AI infrastructure, with initial focus on IREN’s 2 GW Sweetwater campus in Texas. The “Iron” reference appears to map to IREN rather than a company named Iron, based on the May 2026 NVIDIA/IREN transaction. Strategically, the transaction extends NVIDIA’s AI factory financing model into power-rich data-center campuses that can support large-scale GPU cluster deployment. (NVIDIA Newsroom) AGGREGATE INVESTMENT INTERPRETATION The known and inferable NVIDIA public-company capital exposure across this 10-year period is heavily skewed by 2025-2026 transactions. Early positions in SoundHound, TuSimple, Serve, Nano-X, Recursion, Arm, Applied Digital, WeRide, and the initial Nebius placement were mostly small relative to NVIDIA’s balance sheet, often below $100M or undisclosed within broader financing rounds. By contrast, the 2025-2026 announced strategic investments included $5B into Intel, $2B into Synopsys, $1B into Nokia, $2.35B of identified equity capital into CoreWeave including the Jan 2026 $2B purchase, $2B into Nebius, $2B into Lumentum, $2B into Coherent, $2B into Marvell, up to approximately $3.2B of Corning warrant-linked cash exposure if fully exercised, and up to $2.1B of IREN equity purchase rights if fully exercised. The headline announced/up-to exposure therefore materially exceeds the cash already deployed, because Corning and IREN are equity-linked rights rather than simple funded common-stock purchases, and because several earlier positions have been exited. Nonetheless, the direction of travel is clear: NVIDIA has increasingly been using equity capital to accelerate deployment of the infrastructure layers most likely to determine the slope and durability of AI compute demand. The most investable read-through is that NVIDIA’s strategic investing has become a demand-chain and supply-chain management tool. CoreWeave and Nebius support AI cloud capacity and GPU absorption. Intel expands platform optionality around x86 CPU integration and PC/data-center systems. Nokia creates a credible AI-RAN route into telecom infrastructure. Synopsys accelerates EDA and simulation workloads that pull through GPU demand. Lumentum, Coherent, Corning, and Marvell address optical, networking, and silicon-photonics constraints that become more acute as clusters scale. IREN addresses power and AI factory campus availability. These transactions can be accretive to NVIDIA’s strategic moat if they unlock constrained demand, reduce ecosystem friction, and broaden the addressable market for accelerated computing. They also introduce governance and circularity questions because capital is being deployed into customers, suppliers, and ecosystem partners whose spending or capacity plans may directly influence NVIDIA revenue. From an investment-committee standpoint, the central analytical issue is therefore not whether these are attractive minority investments on a standalone IRR basis, but whether the equity outlays improve the probability, timing, and scale of multi-year AI infrastructure deployment that otherwise would be delayed by financing, power, optical, networking, CPU, EDA, or telecom adoption constraints.

@thevalueistMay 13, 2026 · 11:22 PM

$NOK likes this $CSCO call. Up 5% post and above $15.xx https://t.co/REGAQsk3rj

@investmentguru_May 13, 2026 · 11:04 PM

$NOK is a legitimate re-rating story around AI optical networking + 5G defense,

@investmentguru_May 13, 2026 · 10:44 PM

$NOK https://t.co/mDJtUnXuwf

@investmentguru_May 13, 2026 · 7:53 PM

$NOK strong

@thevalueistMay 13, 2026 · 7:21 PM

$NOK still moving. Up ~11% today. Going forward, I might simply let Jensen handle my due diligence and stock picking for me. I suspect many people are doing just that. @CitronResearch picked this as their GAI long, so I give them that one, so I am not only picking on them. https://t.co/R4HM55soxP

@investmentguru_May 13, 2026 · 4:23 PM

Many green in my portfolio today $QS $SOUN $MU $AAOI $VLN $NOK $RR $DGXX

@investmentguru_May 13, 2026 · 4:13 PM

$NOK What a move today. Bigger days ahead

@investmentguru_May 13, 2026 · 12:48 PM

$NOK great read

@investmentguru_May 13, 2026 · 10:27 AM

15 of my favorite AI infrastructure plays in this market right now: $MU $AMD $INTC $SNDK $AAOI $MRAM $PENG $MXL $CRDO $MRVL $GLW $NOK $CEVA $GFS From memory, networking, photonics, optical connectivity, foundry, edge AI to telecom infrastructure — this sector is becoming the backbone of the next AI cycle. AI demand is no longer just about GPUs, it’s power, memory, data movement, fiber, cooling, networking and low latency infrastructure. That’s where I see some of the biggest long term opportunities developing. Every pullback in strong AI infrastructure names continues to get bought aggressively so far. Selective accumulation still looks like the best strategy in this market IMO.

@investmentguru_May 13, 2026 · 1:50 AM

$PENG $MRAM $MXL $CEVA $NOK Some of the best AI infrastructure plays in this market right now. AI infrastructure is not just GPUs anymore. Memory, edge AI, connectivity, photonics, inference, low power compute and telecom infrastructure are becoming the next wave of the AI buildout. $PENG quietly becoming an AI factory / enterprise AI infrastructure story with HPC, memory and cluster management exposure. $MRAM is one of the most underrated AI memory themes. MRAM technology is gaining traction for low power AI compute, edge AI and in-memory computing applications. (Tom's Hardware) $MXL positioning for AI networking and connectivity demand. $CEVA strong edge AI and wireless IP exposure as AI moves toward devices and edge computing. $NOK very interesting long term AI infrastructure + telecom + data center connectivity play as sovereign AI and AI networking spending grows globally. Market still heavily focused only on hyperscalers and GPUs, but the next leg of AI money flow could move deeper into infrastructure, memory, networking and edge AI names. Risk/reward in these types of early infrastructure plays can become asymmetric very fast.

@mrmikeinvestingMay 12, 2026 · 2:32 AM

If you’re looking to create generational wealth in 2026 then you must have these 8 stocks in your portfolio… 1. Rocket Lab ~ $RKLB 2. Nebius ~ $NBIS 3. Tesla ~ $TSLA 4. Nokia ~ $NOK 5. ServiceNow ~ $NOW 6. Qualcomm ~ $QCOM 7. CoreWeave ~ $CRWV 8. Ondas ~ $ONDS Don’t miss your chance on these setups before they’re long gone. Save this for later…

@thevalueistMay 11, 2026 · 7:04 PM

$NOK multi-decade high. Still a long way to peak internet days (much like $CIEN ), but it is working its way there. https://t.co/dTQ2Yttmyq

@investmentguru_May 11, 2026 · 10:27 AM

$MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK Some of the better-looking setups in this market right now. Semiconductor, connectivity, memory, optical, and AI infrastructure names continue showing relative strength while many sectors are chopping sideways. A lot of these charts are either breaking out or setting up near key levels with momentum still favoring the sector rotation theme.

@investmentguru_May 10, 2026 · 11:26 AM

The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete. AI is an infrastructure buildout, and the real opportunity spans the entire data center stack. Every inference, every training run, and every deployed model depends on multiple layers working together. Here’s the breakdown: 1. Compute Silicon (The Brain) Tickers: $NVDA, $AMD, $AVGO, $INTC This is the foundation. GPUs, CPUs, accelerators, and custom silicon power training and inference. Why it matters: - Compute demand keeps rising with larger models - AI workloads are forcing faster chip innovation - Custom ASICs are becoming a major trend 2. Server OEMs & Solutions (The Hardware Layer) Tickers: $SMCI, $DELL, $HPE, $VRT, $ETN, $MOD Chips need systems. These companies assemble and deliver the physical AI servers and power systems. Why it matters: - AI racks are denser and hotter - Power distribution is now critical - Cooling is becoming a competitive advantage 3. Memory & Storage (The Hidden Bottleneck) Tickers: $SNDK, SK Hynix, $MU, $WDC, $P, Samsung, $NTAP AI models consume massive amounts of memory bandwidth and storage. Why it matters: - High-bandwidth memory is becoming strategic infrastructure - Data storage demand rises with AI deployment - Faster access = better model performance 4. Networking & Connectivity (The Nervous System) Tickers: $ANET, $CSCO, $MRVL, $CRDO, $CIEN, $NOK AI clusters must communicate at ultra-high speed. Why it matters: - Faster networking reduces latency - Data movement is becoming expensive - Scale depends on interconnect efficiency Key idea: AI cannot scale without bandwidth. 5. Neoclouds & Physical Infrastructure (The New Builders) Tickers: $NBIS, $IREN, $CRWV, $APLD $CIFR $DGXX These companies provide specialized AI infrastructure and hosting. Why it matters: - Cloud alternatives are growing - AI-native infrastructure is becoming valuable - Capacity shortages create pricing power 6. Energy (The Ultimate Constraint) Tickers: $CEG, $NEE, $EOSE, $GEV, $EQT, $VST $OKLO $BE $FLNC AI consumes enormous electricity. Power availability is becoming a limiting factor. Why it matters: - Grid demand is surging - Battery storage is essential - Reliable baseload power matters Final Thought The market often focuses on one winner. But AI infrastructure is an ecosystem. If you want to understand where capital flows next, follow the stack: Compute → Servers → Memory → Networking → Infrastructure → Energy The biggest winners in the AI cycle may not always be the obvious names. Sometimes the best opportunities are in the supporting layers that make the whole system possible.

@thevalueistMay 10, 2026 · 2:54 AM

$NOK Nokia’s Strategic Pivot: Infrastructure Evolution, AI Transformation, and Investment Thesis. Nokia is repositioning away from its identity as a traditional telecom equipment vendor toward a more focused role in AI-era network infrastructure. The strategic emphasis on optical networks, IP routing, and data center interconnect reflects a deliberate bet on where capital is flowing — hyperscaler buildout and AI infrastructure investment are driving demand in exactly these segments, and Nokia is trying to establish itself as a credible supplier at scale. Early 2026 financials support the narrative. Revenue growth and margin expansion in the cloud-focused segments are real, and the legacy mobile business continues to generate stable cash flow that funds the transition without forcing dilution. That's a cleaner setup than many infrastructure pivots — the company isn't burning reserves to chase a new market, it's funding the shift with an existing earnings base. The Infinera acquisition is the central strategic move to evaluate. It adds data center interconnect capability and brings product depth in a segment where Nokia needed more credibility. Integration execution will be the telling variable — telecom equipment M&A has a mixed track record, and the value of the deal depends heavily on whether the combined product portfolio can be sold coherently into hyperscaler procurement cycles. Leadership has been reconstituted with relevant expertise in high-performance computing, which signals that management understands what the target customer requires. That's a necessary but not sufficient condition — the hyperscaler market is demanding, and Arista and Ciena are entrenched competitors with strong customer relationships and proven product track records. The stock has already moved. Converting record orders into sustained profits is now the proof point the market is waiting for, and the competitive environment makes that harder than the order momentum alone implies. Nokia has the assets and the strategic direction — the open question is execution speed and whether the product integration lands cleanly enough to take share before competitors respond.

@investmentguru_May 9, 2026 · 1:55 PM

20 Stocks That Could Be the Next Market Leaders $JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near. $QS — Solid-state battery game-changer. Eagle Line now operational. First ecosystem partner billings recorded. VW-backed. $900M+ cash runway through 2029. $SERV — Autonomous sidewalk delivery. Uber Eats + DoorDash partnerships. Physical AI playing out in real time. $SATL — Satellogic. Sub-meter satellite imagery. Defense, agriculture, intelligence. Geopolitical tailwinds are massive. $VLN — High-speed connectivity chips for automotive ADAS and camera systems. $SOUN — SoundHound AI. Voice AI before it’s mainstream. Automotive + hospitality deployments accelerating. $NOK — Nokia. 5G infrastructure + optical networking exposure. Massively undervalued relative to peers. $BB — BlackBerry. IoT security + government contracts. The silent cybersecurity play nobody’s watching. $POET — Optical interposer platform for AI data centers. POET’s platform could be the backbone of next-gen interconnects. $LWLG — Lightwave Logic. Electro-optic polymer tech hitting 400G+ speeds. Fortune 500 customer at Stage 3. IP licensing model unlocking. $OPEN — Opendoor. Real estate tech beaten down. Rate cut cycle = massive re-rating catalyst. $RUM — Rumble. Free speech platform with growing creator economy + cloud infrastructure. Political tailwinds turbocharging user growth. $ONDS — Ondas Holdings. Drones for defense + railroads. Government contracts stacking up quietly. $ABCL — AbCellera. AI-driven antibody discovery. Royalty model means high-margin revenue from partner pipelines. $RR — AI-powered service robots for hospitality, food & beverage, healthcare. $TMQ — Trilogy Metals. Copper + cobalt. Critical minerals for the AI/EV infrastructure buildout. $EOSE — Eos Energy. Iron-air long-duration batteries for grid storage. AI data centers need this. $SMR — NuScale Power. Only NRC-approved SMR design. DOE loans incoming. 6 GW pipeline across TVA territory. $TE — Advanced American solar and battery manufacturing $BBAI — AI analytics for defense and intelligence. DoD spending = durable revenue floor. These names span eVTOL, photonics, solid-state batteries, robotics, defense AI, energy, and beyond. Most are early. All carry risk. But the ones that execute? They don’t just go up — they redefine their sectors. Not financial advice.

@investmentguru_May 6, 2026 · 10:43 AM

In this market, you have two choices: Chase overextended names after the move… or build positions early in stocks still in the accumulation phase. I’d rather accumulate where risk/reward is still favorable: $QS $SOUN $JOBY $BB $SERV $CIFR $PATH $ABCL $NOK $SATL $SMR The biggest money is usually made by getting in before the crowd notices — not after the breakout headlines.

@thevalueistMay 5, 2026 · 8:51 PM

$LITE In Lasers We Trust! They crushed it. Revenue growth, margin expansion, and strong guidance. Strength in scale-across a potential positive read through for $CIEN $NOK. --------------- “Lumentum delivered an exceptional third quarter, with revenue growing 90% year over year to a record $808 million. While our top line growth continues to garner headlines, the more impressive part of our recent performance has been our margin expansion. In íscal Q3, gross margin improved by 540 basis points on quarter and operating margin by 700 basis points,” said President and CEO Michael Hurlston. “Margin improvement has been driven by many factors including operational rigor, pricing discipline, and product mix. This quarter, mix was aided by strength in laser chips, but also by a less-heralded part of our portfolio, ‘scale-across’ components, which include our pump lasers and narrow linewidth laser assemblies. As our key growth drivers of co-packaged optics and optical circuit switches begin to kick in, we would expect further increases in earnings power.” Call in 10 mins. Let's see what more they have to say...

@investmentguru_May 5, 2026 · 4:51 PM

$NOK

@thevalueistMay 5, 2026 · 3:11 PM

$NOK

@investmentguru_May 5, 2026 · 11:03 AM

$NOK - this is compounding positive for Nokia’s IP monetization strategy. https://t.co/AVrvmLGt2D

@investmentguru_May 5, 2026 · 2:00 AM

$NOK https://t.co/THTfB02E88

@investmentguru_May 4, 2026 · 11:05 PM

$NOK pulling back today after a monster run — and that’s completely healthy. The stock ripped from ~$8.58 in early April to highs near $13.50 , roughly a 40–50% move in under a month , so some profit taking here is textbook. The real story hasn’t changed. https://t.co/OECQJIuosl

@investmentguru_May 2, 2026 · 12:39 PM

$NOK is making serious noise — volume is surging, bullish call flow is through the roof with a put/call ratio as low as 0.20, and Wall Street is piling on with upgrades from JPMorgan, CFRA, BofA, Argus, and Morgan Stanley all dropping within days of each other. The catalyst? Nokia quietly transformed from a forgotten handset relic into an AI infrastructure play — their Optical Networks business is booming from hyperscaler demand, they beat Q1 earnings, raised full-year guidance, and locked in a partnership with Orange and Nvidia on AI-powered 5G. The chart is clean: stair-step accumulation, higher highs, higher lows, a 46%+ move in under four weeks — and the options market is suggesting the move isn’t done. $NOK is on every momentum trader’s radar right now for good reason. Not financial advice.

@unusual_whalesMay 1, 2026 · 7:56 PM

Head into the weekend... hope everyone had a great week of trading! I would assume the buyer of the $INTC 55c 5/1 back on March 25th is about to have themselves a weekend. The INTC flow, along with a whole host of recent $NOK options have been shared and discussed in the Unusual Whales Discord server before this recent pop: https://t.co/5iL2muR79t Join the discussion today in the Discord server. Access is included with your Platform subscription: https://t.co/qJzo6KTxxR

@investmentguru_May 1, 2026 · 10:14 AM

Where NOK Sits vs. The Photonics Stack- Most photonics plays are component-level: $COHR, $LITE, $CIEN, $AAOI, $MRVL, $FN, $POET, $LWLG $NOK is the system-level integrator sitting above that entire stack — buying from it, assembling it, and deploying it at hyperscaler + telco scale globally. It’s the platform layer of the optical AI infrastructure trade.

@investmentguru_May 1, 2026 · 10:13 AM

$NOK this one now $2.30 https://t.co/wXVUnb6C5G

@investmentguru_May 1, 2026 · 10:11 AM

$NOK now over $1.40

@investmentguru_Apr 30, 2026 · 10:33 AM

Here’s my 15-stock AI infrastructure watchlist AI INFRASTRUCTURE CORE $MRVL → Custom AI silicon for hyperscalers like Google and AWS → Data center now the core growth engine → Strong XPU positioning in AI compute $CRDO → Critical connectivity layer inside AI clusters → Expanding into silicon photonics and optical transceivers → Direct beneficiary of hyperscaler GPU scaling $ALAB → PCIe/CXL connectivity solving AI server bottlenecks → Key enabler for GPU communication efficiency → Strong execution and AI infrastructure leverage $AAOI → Riding the 800G and 1.6T optical upgrade cycle → Vertical integration gives margin and supply edge → Hyperscaler demand remains strong $MXL → Emerging optical DSP player in AI infrastructure → Pivoted from broadband into data center growth → Early in hyperscaler qualification cycle MEGA-CAP AI COMPOUNDERS $MSFT → Enterprise AI leader via Copilot and Azure → Massive distribution advantage through software ecosystem → AI monetization still in early innings $GOOG → Search funds AI innovation and cloud expansion → Strong custom silicon and AI infrastructure strategy → Multiple growth engines beyond search $AMZN → AWS remains the AI cloud backbone → Aggressive AI infrastructure spending → Retail and ads fuel long-term AI investment SEMICONDUCTOR CYCLE PLAYS $AMD → Leading Nvidia alternative in AI compute → Enterprise traction growing with MI300 → Multiple cycle tailwinds in AI and PCs $MU → HBM memory is essential for AI GPUs → Direct play on AI compute demand → Strong AI-driven memory cycle setup $INTC → Foundry turnaround with strategic US importance → Big upside if execution improves → High risk, high reward setup $ARM → Royalty model across global chip ecosystem → Expanding into AI edge and data center → Benefits from industry-wide chip growth CONNECTIVITY, POWER & INFRA $SIMO → Storage controllers powering AI data growth → NAND cycle recovery adds tailwind → Undervalued storage infrastructure play $NOK → Optical and fiber backbone for data traffic growth → Beneficiary of telecom and hyperscaler upgrades → Defensive infrastructure exposure $BE → On-site energy for power-hungry AI data centers → Solves grid bottleneck challenges → Direct energy infrastructure AI play AI is not one stock. It’s chips, memory, optics, networking, storage, and power. Follow the infrastructure. That’s where the real compounding happens. Not financial advice.

@investmentguru_Apr 30, 2026 · 12:48 AM

$NOK another one added https://t.co/J8mqxYyWKk

@investmentguru_Apr 30, 2026 · 12:46 AM

$NOK added today https://t.co/NUdozUgMnJ

@investmentguru_Apr 29, 2026 · 10:58 PM

$NOK +50 % up since I posted about photonic AI infrastructure play https://t.co/ej9zgKyPsP

@investmentguru_Apr 29, 2026 · 6:36 PM

$NOK +10% up

@investmentguru_Apr 29, 2026 · 3:34 PM

$NOK https://t.co/RkOhmOjv1i

@investmentguru_Apr 29, 2026 · 10:30 AM

$NOK just broke out in a big way — the stock hit a 16-year high after Q1 results showed a 49% surge in AI and cloud revenue , and the price action reflects it: NOK ran from ~$8.89 on April 6 to $11.30 on April 28 in a clean multi-week uptrend where dip buyers kept getting rewarded . The fundamental catalyst is real — Q1 EPS jumped to €0.05 from €0.03 on 4% revenue growth to €4.5B, driven by Network Infrastructure and Optical Networks tied to AI and cloud demand, with management guiding Q2 revenue growth of 5%–9% QoQ and full-year 2026 comparable operating profit of €2.0B–€2.5B . The Street is chasing it hard — CFRA upgraded to Buy with a $16 target, JPMorgan more than doubled its target to €12 with an Overweight rating, and Argus moved to Buy with a $15 target . The kicker is the AI angle: Nokia’s partnership with Orange and Nvidia to build AI-powered RAN on its anyRAN 5G software puts it at the intersection of cloud traffic, optical capacity, and 5G radio — exactly where momentum traders want to be . The P/E near 74x is stretched, so this is a “pricing in growth” story now — if optical network demand stays hot, $NOK could have legs. Watch for any pullback toward the $9.50–$10 range as a potential re-entry zone. Not financial advice.

@investmentguru_Apr 29, 2026 · 12:37 AM

$NOK was near $8 when I posted, now $11 plus and many eyes on it now.

@thevalueistApr 28, 2026 · 4:59 PM

$NOK is making a bit of a run, contra to the market. Signal? cc: @CitronResearch https://t.co/AddTVoJ0kn

@investmentguru_Apr 27, 2026 · 12:48 AM

Overnight movers in tech are flashing risk-on. Semis are leading the tape with $INTC, $TSM, $QCOM all up 2%+ and $AMD pushing nearly 2% in overnight trading. Momentum is spreading beyond the mega caps: ⚡ $POET +11% — optical/AI infrastructure names heating up 📡 $NOK +2% — telecom + network infrastructure catching bids ☢️ $XE +2% — nuclear power stays hot after a massive +26% IPO debut Friday

@investmentguru_Apr 25, 2026 · 10:40 PM

10 Under-the-Radar Tech & Semiconductor Names Worth Watching $HIMX — Taiwanese fabless semi leader in display driver ICs + automotive displays. IBM partnership in play. Q1 earnings May 7. Stock up 36%+ from March lows. WiseEye ultralow-power AI sensing = hidden edge AI angle. $TRT — Trio-Tech. Revenue up 82% YoY in Q2 FY2026, led by AI chip final testing services (+113% segment growth). $5.3M burn-in board order for next-gen AI GPU platform. $2.5M automotive IDM burn-in contract ramping through 2026. Tiny cap, massive AI testing exposure. $SHMD — Schmid Group. German advanced PCB + semiconductor packaging equipment maker. Secured major order for wet-process equipment supporting AI & HPC infrastructure. Delivered first InfinityLine H+ panel-level packaging system to a leading U.S. tech company. high risk $OPTX — Syntec Optics. Vertically integrated U.S. optics manufacturer. $2M AI-powered AR camera order for U.S. warfighters. $4M+ in defense orders in March. LEO satellite optics ramping — on track to nearly triple 2026 deliveries. NDAA domestic sourcing mandates = structural tailwind. Stock up 7x in 1 year. $QUIK — QuickLogic. Radiation-hardened FPGA play. $89M SRH FPGA prime contract ceiling. $13M contract tranche secured. New eFPGA design win on 12nm data center ASIC. Defense + commercial dual-track revenue building. Underowned, underknown. $NOK — Nokia. Q1 2026: revenue +4%, operating margin expanded 200bps, free cash flow €629M. Optical Networks booming on 800G demand, €1B in new orders. Infinera acquisition synergies flowing. AI + cloud infrastructure = Nokia’s second act. $ALMU — Aeluma. III-V-on-silicon photonics platform. NASA award for quantum dot laser platform. $4M+ in U.S. government contracts in April alone. Targeting AI interconnects, defense sensing, quantum & AR/VR. Revenue inflection expected 2027-2028. Tower Semi + Sumitomo as foundry partners. Early-stage, high-conviction speculative. $LPTH — LightPath Technologies. Vertically integrated IR optics + camera systems. Black Diamond glass + G5 Infrared acquisition. 2026 NDAA beneficiary — domestic infrared optics sourcing mandate. Up 473% since 2018. Defense sensing and thermal imaging long-term compounder. $OSS — One Stop Systems. Rugged GPU-accelerated edge compute for defense. 20-25% revenue growth guidance for 2026. $10.5M in new U.S. Navy + defense contractor awards. P-8A Poseidon lifetime revenue now $65M+. Returned to profitability in 2025. AI-on-the-battlefield is the entire thesis. $LPKFF — LPKF Laser & Electronics. German laser systems maker for PCB prototyping, semiconductor packaging, plastic welding & solar. OTC-listed. Revenue ~$135M TTM. Stock up ~95% from 52-week lows. Warburg Research maintains Buy rating.  Earnings Apr 30. Morningstar fair value estimate $59 vs current ~$15 — significant implied upside if demand recovers. Niche but critical in advanced electronics manufacturing. defense tech, AI sensing, optical systems, laser manufacturing, and rugged compute — the hardware layer of next-gen warfare and AI infrastructure. Not the flashy names. The picks and shovels for the decade ahead. Not financial advice.

@thevalueistApr 25, 2026 · 1:48 PM

Mea culpa from @CitronResearch . Hard to imagine a cleaner bull signal for the GAI infrastructure trade. When the loudest skeptics finally capitulate, it’s rarely the end—it’s the beginning of forced repositioning. For every public reversal, there are 1,000 more waiting in the wings. The reality: many funds are still structurally underweight this buildout even after the move. That gap doesn’t close quietly. It closes through chasing, benchmark pressure, and incremental flows that push the next leg higher into 2H. This isn’t about fundamentals at the margin anymore—it’s about positioning catching up to reality. And then there’s the pick: $NOK 😂 Peak boomer-core. The safest, most consensus, lowest-beta way to say “we own AI infrastructure” without actually underwriting the trade. Not discovery—just CYA in ticker form. Which, ironically, is exactly how crowded trades extend. No objection. I'm long NOK 1/21/28 calls. Still hilarious.

@thevalueistApr 23, 2026 · 11:05 AM

$NOK (Bloomberg) -- Nokia shares rise as much as 8.4%, hitting their highest level since May 2010, after the Finnish mobile network equipment maker’s first-quarter earnings beat estimates. CEO Justin Hotard said the company is “tracking somewhat above the mid-point” of its full-year outlook. •NOTE: Nokia shares were up 56% YTD through Wednesday’s close ANALYST COMMENTARY Jefferies (buy) •Analyst Janardan Menon notes 1Q gross margin was well ahead of expectations, mainly due to Infinera-related synergies in the network infrastructure business •Expects shares to benefit from further rerating and earnings upgrades  Citi (sell) •1Q results show evidence of strategy around optical and IP networking taking hold, analyst Andrew Gardiner writes in a note •Says “slightly better” 2Q revenue guidance, €1b in cloud/AI orders in 1Q and higher long-term growth outlook for AI & cloud are all important factors for forward estimates JPMorgan (overweight) •Analyst Sandeep Deshpande sees 4-5% upgrades to consensus estimates for 2026 operating profit, he writes in a note •Expects group level revenue upgrades of ~1.5% to reflect the raised network infrastructure growth guidance Morgan Stanley (overweight) •Analyst Terence Tsui notes earnings beat and improved full-year outlook, but says 2Q guidance reads worse on Ebit due to more optical investments •Could be some profit taking in the stock on weaker 2Q Ebit guidance, “but thesis of strong sustainable revenue growth remains intact,” he writes in a note FIRST-QUARTER RESULTS •Adjusted operating profit EU281 million, estimate EU244.4 million (Bloomberg Consensus) •Adjusted operating margin 6.2%, estimate 5.85% •Adjusted gross margin 45.5%, estimate 43.7% •Adjusted EPS EU0.050, estimate EU0.04 •Net sales EU4.50 billion, estimate EU4.56 billion ◦Network Infrastructure net sales EU1.83 billion, +12% y/y, estimate EU1.89 billion •Net cash balance at period end EU3.79 billion •Network Infrastructure operating profit EU123 million •Network Infrastructure gross margin 43.4% vs. 41.9% y/y YEAR FORECAST •Still sees adjusted operating profit EU2.0 billion to EU2.5 billion, estimate EU2.3 billion COMMENTARY AND CONTEXT •Booked EU1B of Orders From AI & Cloud Customers in 1Q •CEO Says Increasing Investment in Optical Networks •Says Assumes 5% to 9% Q-O-Q Increase in Net Sales in 2Q •Assumes 2Q Op. Profit to Account for 12%-16% of FY Profit •CEO Justin Hotard says “we are currently tracking somewhat above the mid-point of our full year financial outlook of EU2.0 billion to EU2.5 billion in comparable operating profit”

@investmentguru_Apr 23, 2026 · 10:23 AM

$NOK https://t.co/TpdYpKgQIJ

@investmentguru_Apr 23, 2026 · 10:22 AM

$NOK AI boom lifts Nokia sales, shares hit 16-year high after earnings beat buying opportunity for long term.

@investmentguru_Apr 19, 2026 · 5:07 PM

$NOK — Nokia: The Legacy Optical Giant Nobody Prices as an AI Infrastructure Play Nokia is a legacy business with growing optical revenue — not a pure play, but meaningful exposure at the systems and networking layer. After acquiring Infinera in 2024, Nokia now owns one of the deepest coherent optical technology portfolios in the world — the long-haul and metro fiber infrastructure that hyperscaler campuses connect through. Trading at a fraction of pure-play photonics peers, priced like a telecom relic, but quietly building the backbone AI traffic actually travels across. Deep value angle in a sector full of momentum names.

@investmentguru_Apr 19, 2026 · 12:20 PM

My Photonics watchlist:- Materials/Substrates: $AXTI $GLW $IQEPF Foundry/Manufacturing: $TSEM $FN $GFS $MKSI Components/Lasers: $COHR $LITE $AAOI $SIVE Silicon/DSP: $AVGO $MRVL $MTSI $CRDO Systems/Networks: $CIEN $NOK $CLS Infrastructure: $NVDA Moonshots: $POET $LWLG

@thevalueistApr 14, 2026 · 3:57 PM

$NOK Nokia Oyj (NOK) Q4 FY2025 Post-Earnings Debrief https://t.co/bofpENZ3OP Thesis: Nokia's Q4 FY2025 print did not break the optical and AI-infrastructure thesis, but it made the cost and timing of that pivot much more explicit. FY2025 comparable operating profit finished slightly above the midpoint of guide and optical demand stayed strong, yet management paired that demand proof with a softer Q1 cadence, a materially higher capex plan, and only measured NI margin expansion, shifting the debate from demand validation to monetization speed and cash conversion. -Q1 cadence, whether revenue ex-Nokia Technologies declines only modestly versus the weaker-than-normal seasonal frame and whether NI margins hold up despite elevated investment. -Optical production ramp, whether design wins and backlog convert into scale deployments and cleaner revenue recognition through Q1 and Q2. -Capex payback, whether the EUR900m to EUR1.0bn FY2026 capex plan stays inside guide and is matched by visible margin and cash conversion progress. -IP switching monetization, whether management's "revenue will ramp over time" language begins to show up in reported NI growth rather than remaining roadmap-only. Street catch-up, whether targets and forward estimates reset higher fast enough to support an ADR already trading above current mean and median published targets.

@investmentguru_Apr 14, 2026 · 1:06 AM

$NOK was $8.50 when I shared now $10.37 this is still undervalued IMO

@investmentguru_Apr 13, 2026 · 2:31 PM

$NOK +7% up BofA upgrades Nokia to Buy on optical and hyperscaler growth; shares rise

@investmentguru_Apr 12, 2026 · 2:00 PM

PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN “The layer below the chips” — AI’s real bottleneck Layer 1 — Materials Foundation of everything (InP, fiber, wafers) $AXTI $GLW $COHR Layer 2 — SiPh Foundries Where photonic chips are fabricated $TSMC $GFS $TSEM Layer 3 — Lasers (Bottleneck) EML + CW lasers — tightest supply in the chain $LITE $COHR $AAOI $FN Layer 4 — PICs (Optical Chips) Integration layer replacing discrete components $POET $LWLG $MRVL $AVGO Layer 5 — Transceivers 400G → 800G → 1.6T data movement $CIEN $AAOI $LITE $COHR Layer 6 — Co-Packaged Optics (CPO) Next-gen architecture — optics + silicon combined $NVDA $AVGO $MRVL $COHR $LITE $ALAB Layer 7 — Optical Switching (OCS) Routing light without electrical conversion $CIEN $COHR $LITE Layer 8 — Networking Systems DCI, long-haul, metro infrastructure $CIEN $ANET $NOK Layer 9 — Test & EDA Hidden backbone enabling scale $KEYS $FORM $ANSS Layer 10 — Demand Drivers Hyperscalers pulling the entire chain $NVDA $META $GOOGL $MSFT $AMZN THE BIG PICTURE (2026–2027) - AI demand is exponential - Electrical interconnects are hitting limits - Optical = the only scalable solution Key Constraint: Laser supply (InP → EML/CW) → Bottleneck today = pricing power tomorrow This isn’t a single stock trade. It’s a full-stack infrastructure shift — like semis in the early 2000s. The winners won’t just be chipmakers… They’ll be the ones enabling light-speed data movement. Not financial advice. DYOR. Bookmark this, retweet for others

@investmentguru_Apr 10, 2026 · 1:20 AM

Photonics — still one of the strongest sectors to keep on watch 👀 $AAOI $COHR $LITE $POET $MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX

@investmentguru_Apr 9, 2026 · 10:32 AM

$NOK — Nokia’s Photonic AI Infrastructure Play Nobody’s Talking About already 17% up from here

@investmentguru_Apr 8, 2026 · 11:17 AM

Photonics and Space are two of the strongest sectors to keep on watch right now: Photonics — $AAOI $COHR $LITE $POET $MRVL $LWLG $TSEM $SIVEF $NOK $OPTX Space — $RKLB $ASTS $SATL $SIDU $RDW $PL $FLY $LUNR $SPCE Don’t ignore these spaces — both sectors are showing real strength and staying on watch for continued opportunities.

@investmentguru_Apr 8, 2026 · 1:43 AM

Photonics — still one of the strongest sectors to keep on watch 👀 $AAOI $COHR $LITE $POET $MRVL $LWLG $TSEM $SIVEF $NOK $OPTX Strong demand + AI/data center tailwinds = continued upside potential. Don’t ignore this space.

@investmentguru_Apr 6, 2026 · 12:42 AM

$NOK keep it on watch https://t.co/gdjdUkBxwc

@aleabitoredditMar 30, 2026 · 2:19 AM

I think I nailed the institutional bottleneck rotation. -> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU -> Frontran institutions with photonics with names like $AAOI, $AXTI $LITE, $COHR. -> Doing it again now by adding heavily toward SiPh, ELS, and CPO: $SIVE, $TSEM, $SOI, $AEHR, Win Semi, and others. Of course if you want to play it safe: $MRVL (captive), $AVGO (captive), $TSM, and $NOK all do it as well, but they're larger players. And getting direct exposure to the next supercycle is ideal. I still think there's tons of room to grow for memory to EML optical transceivers, but the largest boom is at the start/inflection point of a new architectural cycle. Macro messing up some trades aside, expecting capital rotation soon toward CPO / ELS supply chains. TLDR from analyst note: The AI infrastructure investment supercycle follows a strict "bottleneck resolution" sequence: Compute/GPUs (2023) -> Memory/HBM (2024) -> Interconnect/Networking (2025+). Translation: "We judge that the third investment cycle of the AI value chain has officially begun. Following GPUs (2023) and HBM (2024), post-2025, optical interconnects will become the fastest-growing core segment. 2027–2028 will be a critical inflection point where CPO commercialization. 1.6T standardization, and Scale-Up optical transitions align, structurally expanding the TAM of related industries" Some takeaways: 1. CPO (Co-Packaged Optics) is moving from the lab to commercial mass production 2. 2027-2028 is the major structural inflection point (good idea to frontrun this now in 2026 from testing with $AEHR to ELS with $SIVE or packaging with $POET). 3. The Total Addressable Market (TAM) for optical components, materials, and testing equipment is expected to structurally expand 3x to 5x (I think this is sandbagging a bit).

@aleabitoredditMar 30, 2026 · 2:01 AM

CPO Landscape Mirae Analyst Note: Scale-Across: CPO ASIC: $AVGO, $MRVL Optical Transceiver: $COHR, $LITE, Innolight DSP/PAM4: $AVGO, $MRVL Coherent DCI: $CIEN, $NOK OCS Equipment: iPronics, Polatis Optical Cable / Fiber: $GLW, Prysmian, Furukawa HCF: $LITE, OFS DCI Coherent: Ciena, Nokia, Huawei Optical Amplifier: $LITE, $COHR OCS Gateway: KDDI Scale-Up: SiPh Foundry: imec, $GFS, $TSM SiPh Modulator: $NVDA (in-house MRM), $INTC ELS: NTT, Furukawa, $LITE, $COHR THz Interconnect: R&D Stage? CPO Test: "Expanding entry of new players" Micro Lens / Optical Systems: "Expanding entry of new players" TLDR: Scale Up CPO is coming next. Think the analyst note missed a bunch of upstream names and conflated ELS with light source. But it's helpful to see who they think the leading players are as a very high-level view.

@aleabitoredditMar 26, 2026 · 5:06 PM

@straightcash385 The moment you full port $NOK, it’s going to start dropping. There’s some rules to the universe.

@mrmikeinvestingMar 3, 2026 · 11:56 PM

$NVDA isn’t just building chips, but rather buying the entire AI stack… Below are some of Nividia’s most notable investments: ~ $5B in $INTC (Intel) ~ $2B in $CRWV (CoreWeave) ~ $2B in $SNPS (Synopsis) ~ $2B in $LITE (Lumentum) ~ $2B in $COHR (Coherent) ~ $1B in $NOK (Nokia) ~ $30M in $NBIS (Nebius) Following this list, here are some of the top private companies invested in by $NVDA. ~ $30B in OpenAI ~ $10B in Anthropic ~ $5B in xAI ~ $500M in Wayve ~ $350M in Mistral AI ~ $300M in Crusoe ~ $250M in Scale AI ~ $250M in Cohere ~ $150M in Figure AI & along with many other smaller sized investments…

@alfchartsFeb 20, 2026 · 1:15 PM

Nokia $NOK is setting up nicely. Price is reclaiming the VWAP anchored to the GFC highs, meaning the average buyer since that peak is now back in the green. https://t.co/K4DML9OUE9