$NOK mention timeline

Nokia. Every tracked FinTwit mention of $NOK, newest first. 492 mentions since the first on Oct 28, 2025. See the price chart.

July 2026 · 30 mentions

Jul 16
Gaetano — I believe that there is more interest in Photonics again $LITE $COHR $SIVE $AAOI $NOK etc. So my goal leading into earnings is to give a quick pulse check on where my favorite com…↗
Jul 16
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump: $NOK $PLTR $AAPL $MP $ORCL $HOOD $IBM $INTC $DELL $NOW $MU $ONDS Follow me for mor…↗
Jul 16
Gaetano — What do you all think about $NOK at these levels? Concerns about what came up during $ERIC ER?↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Jul 15
Michael Sikand 🦑 — $NOK and $NVDA just launched the FIRST AI-RAN platform. Cell towers are the new hub for planet scale compute. - 20%+ spectral efficiency gains - 50% targeted by 2027, 100%+ by 2…↗
Jul 15
Gaetano — $NOK hit the same levels it trades at one last earnings day Wow Well at the least, this is a much more attractive spot to be in going into earnings Ericsson definitely weighing…↗
Jul 15
mon — $NOK launches commercial AI-Ran platform. Key points from today's release: > Nokia launched the world's first commercial AI-RAN platform, moving AI-RAN from trials into commercia…↗
Jul 15
Shay Boloor — $NOK will begin selling $NVDA powered AI mobile network gear in 2027 with the platform designed for Open RAN and future 6G upgrades. Nokia says it could improve spectrum efficienc…↗
Jul 15
mon — I am becoming increasingly bullish on $NOK because I think it is also a robotics play. Nokia as one of the companies building the infrastructure that would allow millions of human…↗
Jul 14
Antonio Costa — $NOK Worth watching here near the rising EMA100 (Falling wedge pattern). https://t.co/g3whsK4xl6↗
Jul 14
Jason Luongo — Jensen Huang is literally telling you what stocks to buy for the AI supercycle. Here are 10 stocks Jensen has mentioned or invested in. 1. $NOK - Nokia NVIDIA invested $1B direc…↗
Jul 13
CK Capital — @optionscjp that’s a couple $NOK shares↗
Jul 13
KawzInvests 🦑 — I keep seeing $CRDO called the king of copper. The company literally closed a $750M silicon photonics acquisition six weeks ago. The deal was DustPhotonics. it brought silicon pho…↗
Jul 13
Gaetano — As we go into Photonics earning season... $AEHR $NOK $AXT $AAOI $GLW We are going to have lots of great opportunities Especially if we go into them 30-40% off highs What names…↗
Jul 10
Jason Luongo — 4. $NOK - Nokia Acquired Infinera for $2.3B. Launched an AI Networking Innovation Lab in Sunnyvale. Optical networking revenue grew 20% with AI and cloud products up 49%. New CEO…↗
Jul 9
Gaetano — There is one looming bear case for Photonics $LITE $COHR $AAOI $SIVE That this is cyclical and will end up in oversupply. With lots of the focus on lasers/transceivers. My goal…↗
Jul 9
Black Panther Capital — @ZZInvesting I like $NOK as a long term as-well.↗
Jul 9
Gaetano — Again, this was a very positive update $AAOI $LITE $COHR $GLW $CIEN $NOK etc.↗
Jul 9
InvestmentGuru — buying opportunity in market Photonics $AAOI $AXTI $COHR $GLW $NOK Space $RKLB $ASTS $SPCX $RDW $SATL NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR Energy $OKLO $SMR $EOSE…↗
Jul 9
Gaetano — This is a really big deal, and it needs to be understood. $AAOI $SIVE $AXTi $LITE $GLW $NOK etc. Much of the run up in the Photonics basket was due to the fact they many of these…↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth. Here's what he bought in the last year: $NOK $PLTR $AAPL $MP $ORCL $HOOD $IBM $INTC $DELL $NOW $MU $ONDS↗
Jul 8
Wayne Liang — $WYFI anchor just got a lot stronger, and it seems like the market hasn't caught wind of it yet? Nscale just closed a $900M credit facility (confirmed a few hours ago) syndicated…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️ HYPERSCALE & CLOUD $AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale $MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 7
Black Panther Capital — 3 High-Risk Portfolios. Next 3 Years: #1 - Ultra-Aggressive Speculation (3 pos.) > $IREN > $NBIS > $AAOI #2 - High-Conviction Growth (6 pos.) > $MU > $IREN > $NBIS > $AAOI > $OUS…↗
Jul 6
KawzInvests 🦑 — $CIEN $NOK↗
Jul 6
Gaetano — Tick tock tick tock... $CIEN $NOK↗
Jul 4
CK Capital — $NOK has stacked up deal after deal for two straight weeks and the stock has done nothing but bleed, down roughly 30% from its June highs while the news flow gets better by the day…↗
Jul 4
Gaetano — Go $NOK!↗
Jul 2
Jason Luongo — My 10 favorite stocks to sell options on right now: - $IREN - $TE - $HOOD - $RKLB - $UUUU - $NOK - $SMR - $PLTR - $INFQ - $NBIS These stocks have been money printers for selling…↗
Jul 1
Michael Sikand 🦑 — Buying $NOK under $13 feels like robbery. Thought I'd share my sum of the parts valuation model with price targets. https://t.co/mx6tFQ80DQ↗

June 2026 · 168 mentions

Jun 30
Gaetano — The story is great $NOK But I want to be more direct about the numbers I see And why they are higher than most models assume Work in progress...hopefully ready tonight↗
Jun 30
Gaetano — Last week I updated my mock Optics ETF $AAOI $SIVE $GLW $CIEN $NOK $COHR I use this, along with 12/24 month financial modeling To support the research behind the companies I disc…↗
Jun 30
mon — $NOK Great news.↗
Jun 29
Gaetano — $NOK Got hit with a downgrade to hold Could be the reason for the extra sell pressure today, amidst the rest of the AI names It's not uncommon for big firms to not see the long…

May 2026 · 170 mentions

May 31
Michael Sikand 🦑 — $NOK insider buying at these levels is insane. CEO Hotard on the most recent ER: “a big milestone later this year with NVIDIA.” Not a single analyst followed up on it.↗
May 31
mon — @Han_Akamatsu $NOK↗
May 31
Black Panther Capital — MAY 2026 PORTFOLIO UPDATE: Numbers first. Then the breakdown. MONTHLY PERFORMANCE: > Long-Term Port: +43.99% > Short-Term Port: +63.54% YTD PERFORMANCE: > Long-Term Port: +81.13…↗
May 31
Michael | Hypermarkets — It's September 2026, stocks I bought under $20 and they exploded 1000% 1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Le…

April 2026 · 93 mentions

Apr 30
PhotonBull — Seeing a lot of people surprised by this move But when you realize is was literally priced as a boring phone maker that had nothing going on anymore, the fast rerating suddenly ma…↗
Apr 30
InvestmentGuru — 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…↗
Apr 30
InvestmentGuru — $NOK another one added https://t.co/J8mqxYyWKk↗
Apr 30
InvestmentGuru — $NOK added today https://t.co/NUdozUgMnJ

March 2026 · 22 mentions

Mar 30
Serenity — 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…↗
Mar 30
Serenity — 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…↗
Mar 26
Serenity — @straightcash385 The moment you full port $NOK, it’s going to start dropping. There’s some rules to the universe.↗
Mar 21
InvestmentGuru — AI Era: Follow the “Light” Substrate/Wafer: $AXTI Foundry: $TSEM $TSM Equipment: $VECO Optical Components: $LITE $COHR Coherent DSP Chips: $MRVL $CSCO Co-Packaged Optics: $MRVL…

February 2026 · 7 mentions

Feb 27
Gaetano — 🚨How I construct my Photonics portfolio $AAOI $LITE $COHR $CIEN $GLW etc. For me, diversity is the game. Different parts of the stack have different timelines and catalysts and…↗
Feb 26
Gaetano — 🚨 Photonics investors, $NVDA just reported earnings. The call had clear signal for the photonics trade. Let's dig in. $LITE $COHR $CIEN $GLW $FN $CRDO $MRVL $POET 1/ "Netwo…↗
Feb 24
Gaetano — 🚨Photonics Investors, here is my active watchlist! Prices where I would consider initiating or adding Keep in mind that none of this is financial advice or a recommendation and…↗
Feb 20
Alfonso De Pablos, CMT

December 2025 · 1 mention

Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026 AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough. The ecosystem breaks do…↗

October 2025 · 1 mention

Oct 28
The Future Investors — $NOK $NVDA Nvidia will invest $1 billion in Nokia to develop AI networking solutions and integrate Nokia’s data-center and optical tech into future Nvidia infrastructure. 📡🤝 Wil…↗

Jun 26

Black Panther Capital — @Global_hawk_eye I’ve sold $NOK :)↗

Jun 26

Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically. Sit with that for a second. This is…↗

Jun 26

Gaetano — If you care about $AAOI $NOK $COHR $LITE You want to understand their capacity ramps Especially what they are saying about 6-inch InP capacity This article lays it out! Check…↗

Jun 26

InvestmentGuru — $NOK & $BB — The Quiet Infrastructure Play $NOK — Nokia & Optical Networking 5G is the delivery mechanism for AI at the edge — but the deeper story is optical. $NOK’s optical netw…↗

Jun 25

Alex A.C. — $NOK Nokia Photonics products They go after: - PICs (part of the Optical Engine) - LPO Transceivers - CPO They are building the integrated capacity, BUT I don't know if they are…↗

Jun 25

Gaetano — The bases that $smtc and $nok are forming are notable. Hope this resolves upward of course. Two of my higher conviction names here.↗

Jun 25

Alex A.C. — @crux_capital_ "Nokia/Infinera is a PIC story, chips that fold lasers, modulators, amplifiers and detectors onto a single piece of InP." But $NOK are into PICs, or direcly into CP…↗

Jun 25

InvestmentGuru — $BB $NOK↗

Jun 25

Jason Luongo — 6. $NOK - Nokia EUR 1B in AI and cloud optical orders booked in Q1. 10x-ing photonic chip capacity at its Allentown, PA facility. Launched a Sunnyvale AI networking lab with AMD,…↗

Jun 25

KawzInvests 🦑 — $NOK↗

Jun 25

InvestmentGuru — $NOK definitely one of my favourite Long Term buy and hold↗

Jun 25

KawzInvests 🦑 — The Infinera acquisition really was a massive turning point for $NOK https://t.co/RGWu7ynQSL↗

Jun 25

Gaetano — For those interested in $NOK ... Nokia’s 6-inch exposure came through the Infinera acquisition, and it is a fundamentally different kind of bet. Coherent, Lumentum and AAOI are mo…↗

Jun 24

Gaetano — Everyone is working on 6-inch capacity... $COHR $AAOI $LITE $NOK But do you know who is the furthest ahead?↗

Jun 24

KawzInvests 🦑 — $NOK added AWS, Google Gemini, and Databricks to its autonomous networks platform in the same week. The stock didn't move. To understand why this matters, you need to know what Le…↗

Jun 24

CK Capital — The last week and a half has quietly been one of the biggest stretches Nokia has had in years. Price has barely moved after all of this. Photonics expansion. $NOK expanded its ad…↗

Jun 24

BULL OF BRITAIN — While everyone is freaking out, this is what's on my shopping list and why I chose these names, so here is list: • $AAOI - $130 is an absolute joke for what they are guiding • $…↗

Jun 24

Jason Luongo — 10. $NOK - Nokia Q1 comparable operating profit up 54%. AI and cloud customer revenue up 49% with EUR 1B in AI/cloud orders booked in Q1 alone. Secured a $1B investment from NVIDI…↗

Jun 24

InvestmentGuru — $NOK is expanding its autonomous network push with $AMZN AWS and Databricks.↗

Jun 24

PhotonBull — $NOK good news keeps flowing in Rerating imminent?↗

Jun 24

Shay Boloor — $NOK is expanding its autonomous network push with $AMZN AWS and Databricks. Nokia is packaging agentic AI, digital twins and closed-loop operations into a platform it says has al…↗

Jun 24

InvestmentGuru — $NOK Nokia is investing $30M to expand its semiconductor testing and packaging operations https://t.co/f4A7kjuo4y↗

Jun 24

mon — $NOK and AWS are expanding their partnership to help telecom operators build autonomous, AI-driven networks that can largely manage themselves, optimize performance automatically,…↗

Jun 24

mon — $ASTS, $ONDS, $NOK, $OUST & $PENG Non-stop great news: - $ASTS The big Japan news. Rakuten Group CEO Hiroshi Mikitani said the company will form a satellite business joint ventur…↗

Jun 24

Michael Sikand 🦑 — It happened guys. $NOK is officially a Trump stock. Yesterday Trump touted new domestic manufacturing jobs at a speech in Pennsylvania. "Nokia is investing $30M to expand its…↗

Jun 24

PhotonBull — Trump talking about Nokia $NOK now Nice to see that everyone in X was earlier than the big guy this time↗

Jun 24

CK Capital — Trump talking about $NOK now. Bullish.↗

Jun 23

CK Capital — $NOK is a $20 stock trading at $14↗

Jun 23

KawzInvests 🦑 — @RJCcapital nephew indeed listened $NOK↗

Jun 23

KawzInvests 🦑 — @optionscjp $NOK BOOOOOM↗

Jun 23

KawzInvests 🦑 — $NOK↗

Jun 23

mon — @optionscjp @Para_Capital Exactly. $NOK is not a stock you trade. Buy something like $AAOI if you're looking to trade non-stop.↗

Jun 22

InvestmentGuru — $NOK nice today↗

Jun 22

Gaetano — It is really nice to see the strength in optics today $GLW $COHR $VIAV $SMTC $AAOI $NOK etc. Especially nice to see $GLW and $COHR relative strength I believe that these are two…↗

Jun 22

Alex A.C. — Bullish $NOK Nokia, and should be bullish $AMPG too↗

Jun 22

KawzInvests 🦑 — Check out my $NOK deep dive: https://t.co/1n6TwwDgNs↗

Jun 22

KawzInvests 🦑 — $NOK just partnered with Google Cloud to embed six Gemini AI agents directly into Nokia's Assurance Center. Each agent handles a specific task. Router triage. Anomaly detection. E…↗

Jun 22

mon — $NOK and Google Cloud are teaming up to make mobile and telecom networks smarter by adding AI assistants powered by Google's Gemini models into Nokia's network software. These AI…↗

Jun 22

CK Capital — $NOK. Lovely.↗

Jun 22

PhotonBull — Just in: $NOK Nokia and $GOOGL Google Cloud just expanded their partnership to embed six Gemini powered AI agents directly into Nokia's Assurance Center network software. The agent…↗

Jun 22

Shay Boloor — $NOK is expanding its $GOOGL Cloud partnership by adding Gemini-powered AI agents to Nokia Assurance Center. The agents will handle network triage, anomaly detection, monitoring a…↗

Jun 22

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…↗

Jun 22

InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets. Names like $MU, $AA…↗

Jun 22

InvestmentGuru — WEEK AHEAD: PCE, GDP & MICRON EARNINGS This week could be a major one for AI infrastructure, semiconductors, and the broader market. Key Earnings • $CCL – June 23 • $FDX – June 2…↗

Jun 21

CK Capital — When four insiders buy in the same month and the stock then falls below every price they paid, you pay attention. That is $NOK right now. The Chief Corporate Development Officer,…↗

Jun 21

InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD The Companies Building the Backbone of the AI Revolution Tier 1 — Core Compounders The foundation of AI infrastructure and the highest-convic…↗

Jun 21

Gaetano — John Bowers talking about Bell Labs ties directly into my $NOK thesis He said that Bell Labs worked because it had the experts for an entire network transition under one roof. W…↗

Jun 20

KawzInvests 🦑 — $NOK insiders bought 70,000 shares at $15.34 and another 44,682 at $15.60. Stock is at $13.49. The best-informed people in the building are bagged. Incredible. 😆↗

Jun 19

Gaetano — $NOK Nokia is just stacking up the wins this week. "Nokia, t3 Broadband, and Aureon are deploying an ultra-high-capacity optical transport network connecting a major North Dakota…↗

Jun 19

Gaetano — If you are interested in $NOK And want to explore an angle you might not have heard Bookmark + Read this when you get a chance! Full article, no paywall↗

Jun 19

Gaetano — There is so much in my research/content funnel Going to be a busy few days Here's some stuff I am working through and will be posting over the next week or so: 1 - China Oversu…↗

Jun 18

Gaetano — We are seeing a fragmentation in the connectivity sector Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE Obviously this…↗

Jun 18

KawzInvests 🦑 — @michaelsikand BOOOM $NOK↗

Jun 18

Michael Sikand 🦑 — $NOK stock is up 167% in the last year. But before you scroll thinking you missed the move, consider what ignorance could cost you. - $NVDA invested $1B - The CEO is from $INTC…↗

Jun 18

InvestmentGuru — My subscriber-only portfolio is live and here’s the proof: $SIVEF +250.34% | $HYLN +76.91% | $BB +60.55% | $KEEL +53.08% | $RDW +51.96% | $VLN +51.33% | $TE +41.25% | $NOK +41.12%…↗

Jun 17

Alex A.C. — Do you remember guys how the Memory giga cycle started? "those matrix multiplications, the base of the AI, will use a lot of memory don't you think? Let's buy Memory stocks...."…↗

Jun 17

Gaetano — $CSCO just gave us AI networking bulls a new datapoint... A single agentic task can generate 450% more network traffic than a human doing the same work. Roughly 70% of that traff…↗

Jun 17

InvestmentGuru — $NOK Nokia Expands Semiconductor Test, Packaging Operations in Pennsylvania $NOK will expand its advanced semiconductor test and packaging facilities in Allentown, Pennsylvania,…↗

Jun 17

Gaetano — It's a shame that $NOK gets labeled as a meme stock Because they actually have so much going on And are VERY well positioned for the AI supercycle > AI networking > Optical scal…↗

Jun 17

Damnang2 — Check out my deep dive article on $NOK Full article: https://t.co/aZK88YLDiE https://t.co/JKXcjgo4AP↗

Jun 17

Gaetano — $NOK Strong update today! Nokia is expanding its Allentown, PA operation for PICs (photonic integrated circuits) used in AI-native networks. Big picture: > Support the Optical/I…↗

Jun 16

KawzInvests 🦑 — @DGretta_Author I LOVE $NOK↗

Jun 16

CK Capital — How is this going under the radar???? $NOK↗

Jun 16

Michael Sikand 🦑 — Need PT's to have diamond hands? Our modelling shows major upside in $NOK. https://t.co/LqOOL3ebkS https://t.co/pxz7Jv0FOJ↗

Jun 16

Michael Sikand 🦑 — Whenever $NOK dips, just know the company's insiders are bagged with you. They were dropping millions of their own $ at ATH's right beside us... https://t.co/QzpYutd7Xb↗

Jun 16

KawzInvests 🦑 — Full $NOK deep dive :https://t.co/d3vcPRbxCQ↗

Jun 16

KawzInvests 🦑 — $NOK just announced a 10x expansion of its photonic chip facility in Allentown, Pennsylvania. New capacity online by end of Q3 2026. Less than 2% of global semiconductor advanced…↗

Jun 16

InvestmentGuru — 10 STOCKS BUILT FOR THE LONG GAME Not hype. Not momentum. Structural positioning. $MU — Memory is the new oil. HBM3E demand from AI accelerators is just getting started. DRAM supe…↗

Jun 15

Black Panther Capital — @CurcumaaT No. I’m out of $NOK. Still like the thesis. But nok and $SKM was/is my short term portfolio, so I’m always looking for the most asymmetric plays there.↗

Jun 15

Black Panther Capital — Sold my $NOK position in my short-term account today. Rotated into $SKM. Here is why: SK Telecom is not a telecom company anymore. The market still prices it like one. That is…↗

Jun 15

mon — $NOK is one of the easiest buy in the market right now. Today, the reason investors are interested in this stock is because of AI. Lets be honest, when you think about AI, most o…↗

Jun 15

Michael | Hypermarkets — $SPCX is trading at $167 can hit $800-$1000+ in 2 years. Here's 12 stocks under $12 that will do exactly the same: 1. $TE ~$9.00 Leopold's highest-conviction pick, AI infrastruct…↗

Jun 15

Gaetano — If you care about $LITE $COHR $NOK $GLW $CIEN Then bookmark and read this when you can!↗

Jun 15

Gaetano — @dankdrankkz I play scale across via $CIEN and $NOK primarily but also $COHR $LITE $MRVL and $GLW↗

Jun 14

InvestmentGuru — $NOK — Still Under $15, Still Early? Nokia is up 100%+ YTD and quietly becoming the AI networking story nobody’s pricing in. $19.22B revenue, ~$82B market cap — trades at just ~1…↗

Jun 14

Black Panther Capital — I second this from @investingluc. The theme structure is half the equation. The other half is HOW MUCH you put in each one. Most people get the picks right and still destroy the…↗

Jun 13

Black Panther Capital — If you invested $500/month starting at 25. And averaged 15% annual return. By 55 you have $3.3 million. Not because you’re lucky. Not because you picked the perfect stock. Bec…↗

Jun 13

InvestmentGuru — 5 Long-Term Growth Stocks Worth Watching on Pullbacks $NOK Quietly transforming into a high-margin technology business. AI and cloud demand is driving 20%+ growth in its Optical…↗

Jun 13

InvestmentGuru — $SPCX IS NOW PUBLIC — AND THE SPACE ECONOMY SUPERCYCLE HAS OFFICIALLY BEGUN Yesterday was a defining moment. The IPO ran four times oversubscribed, signaling massive institutiona…↗

Jun 13

Gaetano — This article dives into some of my favorite companies $cohr $cien $nok $lite etc. Bookmark it and give it a read when you have a chance!↗

Jun 13

Damnang2 — $NOK↗

Jun 12

Black Panther Capital — I have one simple goal by being here: Become a multi MILLIONAIRE. If that’s your goal too, keep reading. Here's the honest version of "escaping the matrix." You don't quit your…↗

Jun 12

Gaetano — Time to touch up on $NOK↗

Jun 11

Gaetano — $NOK round 2. Let’s ride!↗

Jun 11

Black Panther Capital — To my kids, when you’re old enough to understand this: I didn’t buy $IREN because I wanted to get rich. I bought it because I did the work and believed in it. I didn’t post on X…↗

Jun 11

Black Panther Capital — the wealth gap isn’t mainly about income. it’s about how long different people can wait. someone with $50,000 in savings and no cushion needs liquidity. they need returns now. th…↗

Jun 11

BULL OF BRITAIN — This is probably one of the most insane SAMSUNG proxy on the market. $AMPG - AmpliTech Group > $150M market cap > Its radios are already installed in TELUS's new 5G network, sid…↗

Jun 11

Gaetano — Thoughts/ clarifications on InP Substrates $AXTI ... > $AXT has been getting permits to ship to U.S. companies based outside of the U.S. Think of $COHR Sweden facility as an examp…↗

Jun 10

InvestmentGuru — S&P 500: -1.6% | DJIA: -1.9% | Nasdaq: -2.0% Dual headwinds: U.S.-Iran war fears re-igniting + broad Big Tech selloff $SMCI -28% $APLD -7.1% $QCOM -6.9% $ARM -5.4% $MRVL -5.4% $…↗

Jun 10

Black Panther Capital — Most people are one decision away from a COMPLETELY different financial life. That decision is where to put your attention. I am building toward seven figures. Publicly. In rea…↗

Jun 10

Jason Luongo — 10 stocks I will continue to invest in long term: $NVDA - AI chips $SOFI - digital banking $IREN - AI data centers $HOOD - retail brokerage $NOK - telecom and networking $OSS - ru…↗

Jun 10

InvestmentGuru — My watchlist for the next meaningful pullback: $CRDO $AAOI $GOOG $MU $NOK $MRVL $NBIS $OKLO $RKLB $IONQ Not chasing strength here. Patiently waiting for volatility to create bet…↗

Jun 10

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve se…↗

Jun 10

InvestmentGuru — If the market gives a pullback opportunity, these are the names I would be watching closely for accumulation: $CRDO $AAOI $MRVL $GOOG $NOK All of them sit in strong structural th…↗

Jun 9

Black Panther Capital — I’ve beaten most hedge funds past two years. +163.67% in return. Nobody knows my name. I don’t sell a course. I don’t have a podcast. I don’t have a finance degree. I don’t have…↗

Jun 9

TheValueist — $NOK $NVDA (Bloomberg) -- (Updates trading, adds JPMorgan comments.) Ericsson fell 6.3% on Tuesday, with local traders citing a June 9 note from broker ABG Sundal Collier and a Jun…↗

Jun 9

Black Panther Capital — Insane dips during this correction! 🤯 I’m watching these stocks right now: Save the list. $OUST $AAOI $NBIS $IREN $CIFR $WULF $ASTS $RKLB $ONDS $NOK $PENG $SATL $ADEA $SIVE $AM…↗

Jun 9

Serenity — Names like: - $ASX - Sumitomo Electric - $JBL - $VICR - $GFS - $AAOI - AlChip - $TSEM - $FN - Furukawa Electric - $CLS - $NBIS - $NOK - $AMKR - $LITE - $COHR Off the top of my…↗

Jun 9

InvestmentGuru — Best Top 10 stocks in market, IMO 🔹 $MU – Memory & HBM leader 🔹 $MRVL – AI networking and custom silicon 🔹 $AAOI – Optical connectivity beneficiary 🔹 $CRDO – High-speed AI in…↗

Jun 9

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: $NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗

Jun 8

Jason's Chips — Besides the obvious $LITE $COHR $NOK $MRVL, InP substrates and MOCVD ($AIXA $AXTI) are actually very underrated beneficiaries here. InP PIC could possibly take up more wafer area i…↗

Jun 8

Jason Luongo — 10. $NOK - Nokia Q1 AI and Cloud orders hit EUR 1.0B, up 49% YoY. 9 out of 10 of the world's top hyperscalers use Nokia optical networks. Operating profit up 54% YoY. Restructured…↗

Jun 8

InvestmentGuru — My friend @Gubloinvestor is must follow, he bought $MRVL $NOK $VLN on friday before $mrvl got S&P inclusion.↗

Jun 8

PhotonBull — Got enough $NOK? Defense angle growing↗

Jun 8

Black Panther Capital — Trump and Jensen pumping market. People can’t comprehend the complexity of AI valuations. In 3 years time most will look back and say: I wish I bought more. PM Overview: 🟢 $NU…↗

Jun 8

InvestmentGuru — 10 Stocks I’m Concentrating In Right Now 1/ $MRVL — Marvell Technology Custom ASIC + co-packaged optics architect for the hyperscaler era. 1.6T interconnects are MRVL’s runway. G…↗

Jun 8

Gaetano — If you are interested in Photonics Like $AAOI $NOK $LITE $POET etc. You've got to read this Please bookmark & share!↗

Jun 7

Gaetano — What happens next? A few of my favorite companies hit my trendline on Fri Names like $glw $smtc $nok $viav all hit So now what? Do they respect it or knife through? I think th…↗

Jun 7

Black Panther Capital — Day 158/365 of The 365-Day Pact Status: > Long-term portfolio up 65% YTD. > Short-term portfolio up 149% YTD. > +41.793 new followers YTD. I started this challenge with my daugh…↗

Jun 7

Gaetano — If you care about $OUST or $INOD or $NOK or $AMBA or $OSS You should bookmark + read this!↗

Jun 6

CK Capital — Friday gave us some of the most amazing buys. $NOK at $15 $NBIS at $200 $CRDO at $200 $HOOD at $80 $KEEL at $5 $AAOI at $170 $LITE at $850 $PENG at $55 $ADEA at $28 And many more…↗

Jun 6

Michael | Hypermarkets — Everytime there is massive crash in June, $SPY recovers at 30% 1 year later. Here's 12 stocks under $20 that can easily 10x-20x: 1. $TE — T1 Energy Aschenbrenner's AI infrastruct…↗

Jun 6

Black Panther Capital — i fk… up this week. thursday I was considering taking some profit. i use my short-term portfolio as a cash back-up. i considered trimming a bit in my long-term in positions like…↗

Jun 6

Serenity — Okay... just some more weekend shower thoughts about $XFAB. I still feel like it could be the next $TSEM, just early stage at a $1.4B MC? They kinda leapfrogged current gens (whi…↗

Jun 6

Serenity — @Jornka329996 > posts an idea about a 2027 silicon photonics foundry evaluted by $NOK and $NVDA last week > sells on macro drop few days after > complain↗

Jun 5

Alex A.C. — @crux_capital_ More $NOK ..... like yesterday! 😭↗

Jun 5

Black Panther Capital — If you’re invested in either: $AAOI $NBIS $IREN $OUST $CIFR $ASTS $RKLB $NOK $ONDS $PNG.V Here’s what I do: Close the app. Add when I can. Come back in 14-21 days when the tide…↗

Jun 5

BULL OF BRITAIN — DCA adding to - $MRVL - $DOCN - $Mirae buy-order on open - $AIXA - $Kioxia - $AAOI - $NOK - $HYLN When times are hard, take time off. When times are easy, lock-in.↗

Jun 5

Gaetano — You have to read this post about $NOK↗

Jun 5

Serenity — @Jornka329996 Are you high, I posted about $XFAB this week. Their silicon photonics platform with $NVDA and $NOK scales h2 2027 / 2028. I think it’s a heavily derisked precommer…↗

Jun 4

Gaetano — Why $LITE $COHR $NOK $GLW $CIEN ... The chain looks like this: > AI clusters spread across physical locations. > Scale-across DCI grows. > Multi-rail architectures ramp. > Line s…↗

Jun 4

Alex A.C. — @citrini Buying more $NOK then 😉↗

Jun 4

Gaetano — $CIEN Call was... Bullish $CIEN Bullish $NOK Bullish $LITE Bullish $COHR Bullish $GLW↗

Jun 4

Jason Luongo — These are 10 of my top buys if we get a substantial pullback in the markets: $HOOD - fintech $IREN - AI data centers $TE - solar manufacturing $MP - rare earth materials $SMR - sm…↗

Jun 4

Black Panther Capital — My bet is: > Some choppy periods, more up towards November 3, 2026 which is the date of midterm election. > Trump is a business man, he will do whatever it takes to have market i…↗

Jun 4

InvestmentGuru — Watchlist for pullback. $NOK $BB $TE $QS $SOUN $JOBY $SERV $SIVEF $HYLN $BTDR $AMPX $EOSE $SATL $LWLG $POET $VLN↗

Jun 4

Gaetano — If you care about $NOK Or $LITE or $COHR or $CIEN etc. You'll want to read this↗

Jun 4

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗

Jun 4

InvestmentGuru — Overnight trading is showing a clear risk-off tone across some of the market’s strongest momentum groups. 🔻 $MRVL - nearly 6% 🔻 $LITE - over 4% 🔻 $ARM - over 4% 🔻 $NOK - over…↗

Jun 3

Michael Sikand 🦑 — Northland's optical analyst Tim Savageux just raised $NOK PT to $20. He is one of my favorites on the street and front ran photonics heavily before retail. For example, he had bu…↗

Jun 3

BULL OF BRITAIN — @Scriptehhh Anything that has had asymmetrically good news and has been sold-off because of overall market i.e: $SIVE (Ayar Labs / NVDA + $GFS news) $MRVL (Jensens comments / hes…↗

Jun 3

InvestmentGuru — $NOK $BB $CIFR↗

Jun 3

Serenity — The difference between NASDAQ and EU listing: $POET: $2.4B MC -> Packages Sivers lasers -> One $50m pre-production contract for warrants > $XFAB: $1.7B MC ->SiC/GaN/MEMS/Silicon…↗

Jun 3

InvestmentGuru — 10 stocks to hold in this market. $NOK Nokia just booked €1B+ in AI orders in a single quarter. ⟶ Optical networking demand exploding ⟶ Nvidia invested $1B into them ⟶ AI & Clo…↗

Jun 3

Serenity — @aphexinvests So $SOI and $NOK are already more established. I looked into it deeper, and the proposals were focused around 30-500M funding and revenue incentives, to bridge the…↗

Jun 3

Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026 1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade. 2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗

Jun 3

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗

Jun 2

Midas — $S $RBRK $NOK $CRWD $BTQ Follow me if you want to know when I enter these companies.↗

Jun 2

InvestmentGuru — $NOK $BB↗

Jun 2

Black Panther Capital — I believe $NOK is one the most overlooked setups right now, which is why I recently took a position in them. To me, it has a simular setup as $OUST. You remember $NOK as the comp…↗

Jun 2

Black Panther Capital — Holy fk! +14,000 new followers in a single day. I had to put my phone down and just sit with that for a minute. I genuinely couldn’t process what I was looking at. You don’t see a…↗

Jun 2

Serenity — Tbh $XFAB lowkey reminds me of early $TSEM. Just sub <$2B MC. You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics fou…↗

Jun 2

Shay Boloor — $NVDA STOCK PORTFOLIO REVEALED 1. $INTC 52% 2. $CRWV 20% 3. $SNPS 10% 4. $COHR 10% 5. $NOK 7% https://t.co/iicdZzsrts↗

Jun 2

Black Panther Capital — @gojaxgo I just personally took a position in $NOK recently↗

Jun 2

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗

Jun 1

Gaetano — If you like $NOK Then you should listen to the $CIEN earnings call On Thursday Will give lots of signal! Give this a quick read👇↗

Jun 1

mon — What a day. - New stocks $NOK +9.64% & $AAOI +17.18%. - $NUAI smashed it +18.24%. 🔥 - $PENG & $KEEL +7%. $FIVN +8%. - $SMR & $IREN day is coming. - $OUST taking a bre…↗

Jun 1

mon — $NOK - Bought today. Nokia's CDO, Konstanty Owczarek, just dropped $1.1M of his own money into the stock. Read up on his background and that was good enough for me. Stock up 1…↗

Jun 1

Michael Sikand 🦑 — The market still underestimates $NOK https://t.co/0AYyKGqT54↗

Jun 1

Gaetano — Well, today is a good day $NOK $AMBA $AAOI↗

Jun 1

BULL OF BRITAIN — Honestly fuck it. Time to post the meme again. $NOK https://t.co/qu4QCJdA0t↗

Jun 1

Black Panther Capital — @NomMiniman I see $NOK as a better and more safe oppurtunity as of now yes. And had my 2-3x which is the goal with my short-term account.↗

Jun 1

Black Panther Capital — Sold rest of my $SIVE today with 120% in profit. I believe sentiment in $SIVE is switching a bit. Prosecutor in SWE/EU going hardcore after - you know who atm. Happy with my over…↗

Jun 1

Michael Sikand 🦑 — $BRUN is surging today. I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50. Shoutout @mkfilko for inspirin…↗

Jun 1

Black Panther Capital — Return since 2024: +206,98%. I don’t short. I don’t dont leaps. I don’t do options. I don’t use leverage. I don’t charge anything. I don’t have a subscription. I don’t get paid by…↗

Jun 1

KawzInvests 🦑 — Stock pickers market. Pick right or sit it out. $PENG $AAOI $BB $NOK https://t.co/mKNxpA0Hka↗

Jun 1

Alex A.C. — @KawzInvests IF they execute, SP to 🌛 Btw, $NOK produces too InP though not for Lasers↗

Jun 1

BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack. ALREADY RUNNING (still biddable, easy money gone) > Agentic / server CPU - $INTC, $AMD, $ARM > General-server…↗

Jun 1

Black Panther Capital — Port doing Semi OK today. $NOK $NBIS $PNG.V $AAOI showing the way. $ASTS $SIVE $RKLB getting hammered. Leaves me at -0,59%. Any news on $RKLB today? https://t.co/AApGUhQz5U↗

Jun 1

Gaetano — $NOK With so much traction lately If you haven't read this yet, please do!↗

Jun 1

Jason Luongo — 10 stocks I wish I owned more of: $TE - solar manufacturing $ONDS - autonomous defense systems $NBIS - AI cloud infrastructure $NOK - telecom and networking $MP - rare earth mater…↗

Jun 1

Dustin — $NOK The circled "AERIAL ARC" is NVIDIA's AI-RAN computing platform — think of it as an AI-powered base station. AERIAL is NVIDIA's software stack built specifically for telecom/RA…↗

Jun 1

Serenity — Just some mobile shower thoughts around $XFAB and train of thought: 1. 800vdc $NVDA push look for GaN/SiC players / power semis. 2. $NVTS and other fabless/fab-lite beneficiaries…↗

Jun 1

Gaetano — These $NOK Insider buys are really interesting I don't know if any of the companies I own have had insider buys when moving up like this Most of them have pretty heavy selling V…↗

May 31

InvestmentGuru — Computex 2026 kicks off June 2nd. Theme: “AI Together.” $NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗

May 30

TheValueist — $NVDA $DELL $IBM $NOK I suspect a portfolio of Trump catalyst and J. Huang Capital Management picks (adding and subtracting names as announcements are made) would do pretty well un…↗

May 30

Jason Luongo — Every correction is a buying opportunity if you have a plan. Here's my watchlist: $NOK - Nokia $TSLA - Tesla $TE - T1 Energy $AMZN - Amazon $MP - MP Materials $NBIS - Nebius Group…↗

May 30

BULL OF BRITAIN — Random thoughts this week and stuff I’m looking at (market rundown kinda) - Adding to $AAOI, $LPK and $SIVE > Oversold from SaaS pivot (AAOI hitting 200DMA) > Jensen “we need…↗

May 30

Alex A.C. — @crux_capital_ $AAOI $LITE (yes, at lows/mid-$800 s, I'd buy more LITE) $GLW / $NOK↗

May 29

Alex A.C. — Fren Gaetano is bullish Photonics Scale-across. I've read about it and I agree in general (can't model the scale though) InP Laser companies like $LITE are already very expensive,…↗

May 28

Michael Sikand 🦑 — @optionscjp @joinautopilot $NOK↗

May 28

InvestmentGuru — $NOK $SIVEF better buy for long term↗

May 28

Jason Luongo — You could buy 100 shares of $NOK right now for $1,553. Or you could buy the $15 call expiring January 2028 for roughly $6.10. That's $610 for leveraged exposure to 100 shares of…↗

May 28

Serenity — $SIVE is the most compelling CPO/photonics exposure to me. Addressing the disinformation: I haven’t sold and don’t plan to sell a single share. I do think this ends up the next…↗

May 28

Serenity — I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility. Per NIST filings stated they were the only high volume SiC foundry in America. Making them ext…↗

May 28

Serenity — Appreciate the more neutral coverage by Reuters and Bloomberg on $XFAB today. Although it would be nicer to focus more on the structural thesis presented… Around 800 vdc power se…↗

May 28

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗

May 27

Frenchie — @0xKasper_ Merci Kasper, j’ai vu tes call sur $NOK GE etc Ton turn tradfi te réussi bien↗

May 27

BULL OF BRITAIN — @ParadisLabs Time to join the fucking $NOK gang↗

May 27

Black Panther Capital — > Short-term portfolio: +200% YTD. > Long-term portfolio: +75% YTD. +1K new followers since yesterday. We just hit 25K followers. Amazing! This 2-minute post will save you from…↗

May 27

Serenity — 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 th…↗

May 27

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

May 27

Black Panther Capital — 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.…↗

May 27

InvestmentGuru — 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. L…↗

May 27

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗

May 27

Michael Sikand 🦑 — My rich ass descendants gonna revere for me going so hard on this $NOK valuation deep dive in 2026. https://t.co/fxAOR32ClE↗

May 27

Michael Sikand 🦑 — People have been asking me how to grow on FinX. My response? Just post about $NOK. Every post goes viral because the stock has genuinely become a cult classic since @KawzInvests…↗

May 26

KawzInvests 🦑 — Unreal $NOK https://t.co/TJjcI5aLLo↗

May 26

InvestmentGuru — $NOK & $BB↗

May 26

Gaetano — When I first started covering $NOK in March This is what I saw: > A rerate setup hiding inside a legacy telecom wrapper > A mix shift toward AI network infrastructure, led by Opt…↗

May 26

Mike Investing — 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 E…↗

May 26

KawzInvests 🦑 — @KMISglobal The 20s are calling $NOK https://t.co/z4u3FWhWcO↗

May 26

KawzInvests 🦑 — $NOK insider buying is going vertical. In the last 30 days: > Konstanty Owczarek bought $500K at $15.35 on May 22 > Konstanty Owczarek bought $598K AGAIN at $15.99 on May 26 > CEO…↗

May 26

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

May 26

Gaetano — $NOK You have surpassed all my expectations!↗

May 26

AlmaCap — Sometimes the smaller accounts are worth following for unique views, everyone is focused on power, cooling, chips etc but @saso_capital's focus here of communications equipment / f…↗

May 25

PhotonBull — This guy introduced me to some stocks before Most notable ones: $AAOI at $40 $AEHR at $40 $NOK at $8 $SOI at €50 When he brings up a new trade idea I make sure to listen 🫡↗

May 25

Wolf Capital — This is the clearest framing I've seen on why 6G isn't just "faster 5G". This is a fundamental shift in where compute lives. When every radio tower becomes an inference node, the…↗

May 25

KawzInvests 🦑 — @amitisinvesting @crux_capital_ is also one of the few people actually covering $NOK with substance. (tagged the wrong acc last time)↗

May 25

PhotonBull — Edge AI means running inference where the data is born, not shipping it to a distant cloud. The catch has always been the link between them. An agent reacting to the physical world…↗