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…↗
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…↗
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.↗
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…↗
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 2026 · 152 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.↗
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 · 55 mentions
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↗
InvestmentGuru — $NOK +50 % up since I posted about photonic AI infrastructure play https://t.co/ej9zgKyPsP↗
March 2026 · 5 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…↗
Serenity — @straightcash385 The moment you full port $NOK, it’s going to start dropping.
There’s some rules to the universe.↗
Mar 12
KawzInvests 🦑 — I've been watching $LWLG for weeks.
Sold off after the last ER because management didn't sound like they were commercializing fast enough.
But I never stopped watching.
The mana…
February 2026 · 1 mention
Feb 20
Alfonso De Pablos, CMT — 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↗
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…↗
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,…↗
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…↗
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
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
KawzInvests 🦑 — Great thread from @amitisinvesting on $NOK↗
May 25
KawzInvests 🦑 — @amitisinvesting Thanks so much for the mention @amitisinvesting 🐐. Adding to your thread with some $NOK takes I don't think get enough airtime. Keep killing it!
https://t.co/tTVK…↗
May 25
amit — $NOK
Nokia long thesis:
- Nvidia owns 2.9% of the company, they bought in October 2025 when the stock was around $6.50
- The option flow is incredible signaling that there are…↗
BULL OF BRITAIN — $IQE earnings in 3 days. No one realises this company is quietly frontrunning the hidden layer of the 6G capex build-out
" $NVDA and Global Telecom Leaders Commit to Build 6G on O…↗
May 24
Serenity — 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 (u…↗
May 24
Mike Investing — 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 ~…↗
May 24
InvestmentGuru — 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,…↗
May 24
Gaetano — My last $NOK article got a lot of love
So I wanted to share another!
Please bookmark + share if you like it↗
May 23
BULL OF BRITAIN — @StephenEllis_PR Already in $NOK. I have nice size on it. I was mainly targetting names that I read alot throughout this week specifically, that seem to be getting hard re-rates.↗
May 23
CK Capital — $BB up 50% in a month. $NOK up 50% in a month. And I think both still have significant room to run.
Here is what the market is just starting to figure out.
Both companies spent y…↗
May 23
InvestmentGuru — $NOK was under $9 at this time when I shared with my group to add for long term. Now↗
May 23
CK Capital — This month has been insane for callouts.
We are big green on.
$BB
$NOK
$PENG
$KEEL
$AMPG
$INFQ
$OPTX
$HLIT
$DRAM
$NBIS
All of these are up anywhere from 10% to over 100%.
This…↗
May 23
InvestmentGuru — 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 c…↗
May 23
Serenity — 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…↗
May 22
Mike Investing — 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, $NB…↗
May 22
KawzInvests 🦑 — Also wanted to add a point I don't see highlighted enough on $NOK.
Nokia is Nscale's preferred networking partner for their entire global data center buildout. Every site on the m…↗
TheValueist — This $NOK turned out to be a banger. Still a long way to go, especially given Jensen’s blessing. https://t.co/QfnbGhQgbb↗
May 22
TheValueist — 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↗
May 22
Damnang2 — This $NOK article drew a lot of attention, probably because it included my own valuation work and stock price projection.
And so far, the stock has been moving in that direction.…↗
May 22
CK Capital — hmmmmmm.
did you listen anon? $BB $NOK https://t.co/X85KVVA13w↗
May 22
unusual_whales — 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…↗
May 22
KawzInvests 🦑 — @optionscjp Honestly I still think most people still don't understand why $NOK rerated. They think it's because Nvidia bought in October, but honestly that just pointed people in t…↗
KawzInvests 🦑 — $BB and $NOK both ripping today. Pretty sure I was the first to connect that neither of these is the phone company anyone remembers.
$NVDA paid $1B for 3% of Nokia in October. Nok…↗
May 22
Gaetano — Congrats on the new highs for everyone in this! $NOK↗
May 22
Gaetano — I did not expect this to get so much traction
I'll post a few more of my $NOK articles on X this weekend↗
May 22
InvestmentGuru — $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, tra…↗
May 21
KawzInvests 🦑 — Wanted to expand on why David Heard joining the $PENG board matters.
Heard was CEO of Infinera when $NOK acquired them for $2.3B. That deal turned Nokia from a photonic component…↗
May 21
KawzInvests 🦑 — @hisarchive Also bullish for $PENG. The president of $NOK Network Infrastructure just joined their board.↗
May 21
KawzInvests 🦑 — Full $NOK Deep Dive: https://t.co/vj5lK0cwyu↗
May 21
KawzInvests 🦑 — $NOK is turning cell towers into mini data center nodes by installing $NVDA GPUs directly into its AI-RAN base stations.
A factory robot cannot wait 200 milliseconds for a cloud s…↗
InvestmentGuru — 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…↗
May 19
Gaetano — Following up on Scale Across...
$LITE $CIEN $COHR $GLW $NOK
Multi-Rail Means More Content Per Deployment
A rail is a parallel optical path across the network. A normal DCI or sc…↗
May 19
Michael Sikand 🦑 — Oh captain, my captain.
Everyone is talking about $NOK on this dip.
No one is talking about the key man.
A few weeks ago, $NOK CEO Justin Hotard bought ~$1.2M his own stock on t…↗
May 19
Gaetano — $LITE Is pushing hard on scale across
Working on a full breakdown from the call yesterday
Here is a slop infographic that summarizes part of my scale across section
There is als…↗
Gaetano — I often get asked what my largest positions are
Well, here they are:
$LITE
$COHR
$CIEN
$NOK
$GLW
$AAOI
These make up a majority of my portfolio
If you want to learn:
> wha…↗
May 19
Damnang2 — If you read my optical investment map and the follow up review, one name probably stood out.
$NOK
At first, I also viewed Nokia as one of several names in the optical value c…↗
May 19
Gaetano — I am VERY bullish on scale-across
$CIEN $NOK $LITE $COHR $GLW $SMOP
Every company over the last few weeks has been hammering the point here
They are seeing so much demand in the…↗
May 18
CK Capital — People don't understand how bullish this news is.
The sitting CTO of $AMD. The chair of $LITE. The head of Advanced Computing at $AMZN. And now the president of $NOK Network Infr…↗
May 18
KawzInvests 🦑 — @michaelsikand Yeah the board is stacked, pulled talent from $LITE $AMD and now $NOK↗
May 18
KawzInvests 🦑 — Full $NOK deep dive. $4 to $15, why Jensen bought 3%, and our three scenarios. https://t.co/ghWKFH3Or9↗
May 18
KawzInvests 🦑 — The president of $NOK Network Infrastructure division just joined the board of $PENG. INSANE
Now look at the rest of that board.
> Penny Herscher, who also chairs on $LITE
> Mark…↗
May 18
KawzInvests 🦑 — I added to my $NOK position on this dip.
$BB is up nicely today too.
$NOK $BB↗
May 18
Gaetano — You can make a lot of money trading high spec stocks
In the NYSE/NASDAQ optics space that's typically $LWLG $POET $ALMU
Personally, I can't go into any of these with any meaning…↗
May 15
InvestmentGuru — $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 N…↗
May 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 15
InvestmentGuru — $NOK profit taking day https://t.co/tTRw9f96OR↗
May 14
TheValueist — $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 f…↗
May 14
IvanaSPEAR — There is something very different about networking in the Agentic AI Era compared to the Training Era.
It’s just starting to show up in numbers…
$CSCO $NOK $CIEN https://t.co/Ul…↗
May 14
InvestmentGuru — $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…↗
May 14
Serenity — $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…↗
InvestmentGuru — $NOK was $8 when I shared this post now almost $15↗
May 14
TheValueist — $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…↗
May 14
TheValueist — $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 o…↗
May 13
TheValueist — $NOK likes this $CSCO call. Up 5% post and above $15.xx https://t.co/REGAQsk3rj↗
May 13
InvestmentGuru — $NOK is a legitimate re-rating story around AI optical networking + 5G defense,↗
TheValueist — $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.
@CitronRese…↗
May 13
BULL OF BRITAIN — Bull of Britain portfolio activity last few weeks
> Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days
> $VNP.TO hitting ATH week after week. Best earnings to date.…↗
InvestmentGuru — 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
$GFS
From…↗
May 13
Gaetano — Some of the best re-rate candidates in optics
Came from companies with legacy businesses
Or heavy copper exposure
And are transitioning to heavier optical product mix
Companies…↗
May 13
Frenchie — Excellent article de @PhotonCap sur les câbles sous marins
On a quelques expositions en France :
>Orange ($ORA) : exposition directe via Orange Marine, pose et maintenance de c…↗
May 13
InvestmentGuru — $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, connectivi…↗
May 13
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 12
Gaetano — $NOK Check this out!
I just finished up my article on NOK
There's NO paywall, enjoy!
https://t.co/Su4y3f3Z5a↗
May 12
KawzInvests 🦑 — $NOK just dropped another AI angle.
Launched agentic AI for home and broadband networks today. Built on 600+ million broadband lines worth of operational data. Embedded into Altip…↗
May 12
Antonio Costa — $NOK The next breakout could be explosive. Lovely bull flag formation. Worth watching. https://t.co/uG8IwWWhNQ↗
May 12
Mike Investing — 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 ~ $N…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
May 11
TheValueist — $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↗
May 11
KawzInvests 🦑 — Seems like the optical memory thematic is building up. Got me looking into who else has been working on this.
Shoutout to @pennycheck for putting $PENG on my radar.
Different app…↗
May 11
InvestmentGuru — $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, an…↗
May 10
Michael | Hypermarkets — 1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like…↗
May 10
InvestmentGuru — 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, an…↗
May 10
TheValueist — $NOK Nokia’s Strategic Pivot: Infrastructure Evolution, AI Transformation, and Investment Thesis.
Nokia is repositioning away from its identity as a traditional telecom equipment…↗
May 9
InvestmentGuru — 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-sta…↗
May 6
InvestmentGuru — 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 r…↗
May 5
TheValueist — $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.
-------…↗
InvestmentGuru — $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 mon…↗
CK Capital — Two companies everyone wrote off as dead phone makers are quietly becoming some of the most interesting defense and AI plays on the market.
$BB and $NOK. Both dismissed for years.…↗
Michael Sikand 🦑 — Get this.
Just like $NOK, Blackberry $BB is no longer your dad's old phone.
Me and @KawzInvests are calling this trend the "flip phone" trade.
Their QNX software is the hidden…↗
May 2
KawzInvests 🦑 — $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this the next $NOK?
> $NVDA. $AMD. $INTC. $ARM. $QCOM. $NXPI. Renesas. $TXN. Every chip vendor that matte…↗
May 2
CK Capital — Just 1 year ago:
$ASTS was $18
$NBIS was $20
$BE was $18
$KRKNF was $2.50
$EOS.AX was $1.20
$AAOI was $10
$COHR was $55
$NOK was $4
What stock is next?↗
May 2
CK Capital — A year ago $NOK was the punchline. The company that lost the smartphone war and never recovered.
Look at what it has quietly become.
Nokia is now inside three of the most importa…↗
May 2
InvestmentGuru — $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 JPMorg…↗
May 2
Michael Sikand 🦑 — Laying in bed trying to predict the next rotation.
Idea #1: Cheap telco stocks getting re-priced for AI with 6G, $NOK as the torch bearer.
Idea #2: Quantum? Impending S-1 from Q…↗
May 1
unusual_whales — 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 IN…↗
May 1
KawzInvests 🦑 — @DGretta_Author New phone who dis? $NOK https://t.co/YtKKIlMf4O↗
May 1
BULL OF BRITAIN — To all my $NOK gang being up 100% in 1 month https://t.co/calJejGsfs↗
May 1
CK Capital — $NOK just got embedded inside Anduril’s Sentry stack and the market has barely reacted.
Think about what that actually means.
Anduril is the most important defense technology com…↗
May 1
InvestmentGuru — 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…↗
May 1
InvestmentGuru — $NOK this one now $2.30 https://t.co/wXVUnb6C5G↗
CK Capital — The $NOK run recently has not been talked about enough.
Long $NOK↗
May 1
KawzInvests 🦑 — $NOK is now inside Anduril's Sentry stack.
A year ago this was a dying telecom equipment name trading sub-$5. Today Nokia is in Nvidia's AI-RAN stack, in hyperscaler optical backb…↗
KawzInvests 🦑 — $NOK up 53% in a single month, tripled off the $4 lows. Are people are starting to realize this isn't the boring phone maker anymore?
> Optical Networks running on the 800G ZR coh…↗
InvestmentGuru — $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…↗
Apr 29
InvestmentGuru — $NOK was near $8 when I posted, now $11 plus and many eyes on it now.↗
Apr 28
TheValueist — $NOK is making a bit of a run, contra to the market. Signal?
cc: @CitronResearch https://t.co/AddTVoJ0kn↗
Apr 27
InvestmentGuru — 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 spreadin…↗
Apr 25
InvestmentGuru — 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 earnin…↗
Apr 25
TheValueist — 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…↗
Apr 23
TheValueist — $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 es…↗
InvestmentGuru — $NOK
AI boom lifts Nokia sales, shares hit 16-year high after earnings beat
buying opportunity for long term.↗
Apr 22
KawzInvests 🦑 — Really interesting read from @Semicon_player.
I could actually see this playing out the same way NVIDIA invested into $LITE, $COHR, and $NOK strategic equity stakes instead of fu…↗
Apr 19
InvestmentGuru — $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…↗
TheValueist — $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 t…↗
Apr 14
InvestmentGuru — $NOK was $8.50 when I shared now $10.37 this is still undervalued IMO↗
Apr 13
InvestmentGuru — $NOK +7% up
BofA upgrades Nokia to Buy on optical and hyperscaler growth; shares rise↗
Apr 13
KawzInvests 🦑 — $NOK Optical Networks grew 17% in Q4 2025 with €2.4B in hyperscaler orders for the full year.
That growth is being powered by the same force driving every name in this space. Five…↗
Apr 12
Michael Sikand 🦑 — ALL OF THE LIGHTS.
$LWLG is up 70% since I pointed out its $TSEM partnership.
In a hot sector, I typically view big moves in pre-rev names as a *potential* top signal.
BUT $LWLG…↗
Apr 12
InvestmentGuru — 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 $…↗
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX↗
Apr 9
AlmaCap — @KawzInvests I bought some $NOK after our post GTC debrief chat. Mates at hedge funds thought I was a mad man.↗
Apr 9
KawzInvests 🦑 — @crux_capital_ H/T to @crux_capital_ Your work doesn't go unnoticed man, you were covering $NOK before anyone else was talking about it and you connected the dots without ever need…↗
Apr 9
KawzInvests 🦑 — Nvidia paid $6.01 per share for 2.9% of $NOK in October. Nokia is now at $9.55
I was at GTC and met with some of the Nokia exec team. What they described changes how you think abo…↗
InvestmentGuru — $NOK — Nokia’s Photonic AI Infrastructure Play Nobody’s Talking About
already 17% up from here↗
Apr 8
Vulture trades 🦅 — When a stock like $NOK brings in 2x amount of its average volume suddenly it means something big is about to happen.
I am always early.
Did you listen? https://t.co/mx8PuykDm8↗
Apr 8
Vulture trades 🦅 — $NOK contracts at 0.20 from 0.15 in 20 minutes… https://t.co/mqI2iSkaNz↗
Apr 8
Vulture trades 🦅 — $NOK WHAT DID I SAY??
ALL YOU HAVE TO DO IS LISTEN TO ME https://t.co/dEzKqTRVFp↗
Apr 8
Vulture trades 🦅 — $NOK 25% at 0.19 here we go https://t.co/VPwnHo1yu9↗
InvestmentGuru — 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…↗
Apr 8
InvestmentGuru — 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 = cont…↗
Apr 6
InvestmentGuru — $NOK keep it on watch https://t.co/gdjdUkBxwc↗
Apr 2
Michael Sikand 🦑 — @zephyr_z9 I think $NOK is the biggest beneficiary. Got a demo at GTC from an engineer who talked about the GPUs they're putting in towers for 6G.↗
Apr 2
Vulture trades 🦅 — $NOK 330% at 0.30 from 0.07
ARE YOU NOT ENTERTAINED?? https://t.co/cMfbtvXgvx↗
Vulture trades 🦅 — $NOK about to be a 3x trade 🦅
I can’t wait for next week↗
Apr 2
Vulture trades 🦅 — Omg we caught a short squeeze on $NOK
$NOK up 170%+ at 0.19 from 0.07
Who is doing it like this for free?
Like for more trades like this ❤️ https://t.co/1tLDQjlJM0↗
Mike Investing — $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)
~…↗