Ciena Corp. is presented as a proxy for Nokia's growth, showing significant past returns in AI-driven networking.
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The Next NVDIA for Telecommunications 📡
Road to 100k PortfolioMay 2, 2026
The creator discusses the potential of AI in telecommunications, highlighting NVIDIA's partnership with Nokia and the growth of AI-driven networking. They also mention Micron Technology and Applied Optoelectronics as related companies, and express a bullish stance on Nokia, entering a small position.
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Nokia is a new buy, entering a small position due to its pivot to AI-driven networking and its role in the future of 5G/6G infrastructure.
Applied Optoelectronics Inc. is mentioned as a company that has already doubled, suggesting potential in the AI telecom sector.
Micron Technology is mentioned as a company supplying memory that powers AI, with significant past growth.
NVIDIA is a key player in the AI telecom space, partnering with Nokia to build AI-native 5G and 6G networks, and is considered a leader in this evolving market.
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NOK
buy opened May 2, 2026
+26.69%