Jul. 30 at 2:31 PM
$NOK the true hidden moat of Nokias AI-RAN is they can be used as passive radar systems (PCL). The next race against China will be who can install the most RANs in all parts of the world. If Chinas AI-RAN coverage expands, the west can kiss their cruise missiles and drones goodbye, China will pick up the signature long before the missile hits its target and can warn their allies to scram. This is why Nokia will be one of the most important and pumped stocks going towards the 2030s (along with RF heavy fabs like
$GFS). There is a deep national security implication for the US and EU.
