Infinera Corp INFN

$INFN $UMAC 🙃✨️

$INFN $UMAC 👁️

$NOK I am bullish on Nokia because few things have happened. 1) $NVDA deal 2) $INFN acquisition 3) partnership with US defense for networking solutions 4) Data Center/AI networking focus Above all Nokia's board of directors have aligned board's interests with shareholders interests by giving 40% of their annual renumeration as Nokia stock. Recently one BoD Timo bought 50,000 shares at €9.1. CEO was granted stock options which is not unusual. I believe more BoDs will buy shares from open market once AI/Data center deals take off and we will know about it in Q2FY26 earnings call. The other thing is----while a lot of folks have picked Nokia in last 3-6 months, many are still skeptical so far, among them are broker analysts. While some raised their TP after the stock has already run, only a few have shown courage to give a BUY call with significant upside. BofA analyst was one of them, followed by Danske, Argus, and JP Morgan Chase. Goldman Sachs is still sitting on fence.

$INFN $AAOI The former was acquired by $NOK for a literal steal, and I said as-much when the deal was originally proposed. INFN only had to wait 18-24mos (IMO) for 5-10X as I had stated multiple times in 2023. AAOI reflects the valuation multiple that INFN should have seen if management would only have stayed the course.

Rosenblatt has adjusted their stance on Infinera ( $INFN ), setting the rating to Buy with a target price of 8.5.

$NOK I like this as a datacenter play - now $NVDA involved with drones - interesting play with $NOK purchase of $INFN

$INFN Nokia's buying Infinera - massive consolidation play in optical networking. Tech looks solid, vertical integration gives them an edge. Expecting good synergies post-merger. Might add some shares before deal closes. valuable article: https://beyondspx.com/article/infinera-corporation-infn-powering-the-next-generation-of-optical-networking

$NOK For $INFN shareholders who elected for the $NOK stock exchange option share details on how the stock allocation transaction(s) played out in your investment account? Thank you!