Ciena is mentioned as a competitor to Nokia in the optical network market, with a higher valuation.
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The next micron technology is Nokia. Nvidia invested $1b into the company at $6, now it’s $13. Nokia builds...
JohnnyliMay 3, 2026
The creator highlights Nokia (NOK) as a potential investment, noting Nvidia's $1 billion investment in the company. The reel discusses Nokia's role in building AI-native telecommunications infrastructure, its market share, and its valuation compared to Ciena, suggesting it's a buy between $11 and $13.
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Intel saw over 250% growth after Nvidia invested in the company, serving as a past example of Nvidia's successful investments.
Nokia is a buy between $11 and $13 due to Nvidia's $1B investment, its role in AI infrastructure, and its cheaper valuation compared to Ciena.
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NOK
buy opened May 3, 2026
+26.69%