Jul. 17 at 9:22 PM
🚀After the 40% pullback in
$NOK, has the market overlooked the real changes?
$NOK has been one of those names the market gave up on too quickly.
The stock is still down around 40% from its highs, but the story is starting to shift. AI infrastructure isn’t only about GPUs. The next phase also needs stronger networks, data movement, and telecom upgrades. Nokia’s exposure to networking, private wireless, and AI-driven infrastructure demand is getting more attention.
I’m watching the price action more than the hype. After a long decline, the key signals are simple: volume returning, margins improving, and the stock building a higher low.
Not saying the bottom is in, but the risk/reward is becoming interesting if execution follows.
Related names on my radar:
$ERIC $CIEN
The market usually moves before the headlines catch up.
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