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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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CIENNeutralLow ConvictionResearch Only

Ciena is mentioned as a competitor to Nokia in the optical network market, with a higher valuation.

INTCNeutralMedium ConvictionSignal-backedSecondary

Intel saw over 250% growth after Nvidia invested in the company, serving as a past example of Nvidia's successful investments.

NOKBullishHigh ConvictionSignal-backedPrimary

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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Tracked calls opened from this post

NOK
buy opened May 3, 2026
+26.69%