$Dell Technologies Inc.(DELL)$ $NVIDIA(NVDA)$ The world's first NVIDIA Vera Rubin NVL72 server rack is here. We're thrilled to deliver the first working, liquid-cooled Dell Technologies PowerEdge XE9812 for CoreWeave — built for the next era of AI infrastructure.
$Nokia Oyj(NOK)$ I don't post very often. First off, I really appreciate the banter and insights on this board. Secondly, thanks to those who share their perspectives; they're always on point. I've been following Nokia for over three decades, which dates me a bit. I've seen it through slumps but always kept an eye on it. It's been a very lucrative investment over the years. Patience is the key with Nokia. Watch the capital investment cycle in AI in 2027. Good luck!
$Nokia Oyj(NOK)$ Optical component supply could be tight over the next few years. Nokia's own internal component capacity can help improve delivery reliability, making it a safer choice for customers and potentially boosting its market share.
$Roundhill Memory ETF(DRAM)$ Nvidia is also leading in the quantum AI hybrid space, with some of that R&D being under the radar. I see chips and memory as a long-term bull case. Space exploration is another area that will need chips. To accelerate the search for a new Earth, we'll need a lot of satellites out there, a whole chain of them, for planet hopping.
I'm predicting Nokia could reach $20+ by the end of June 2026. If they beat earnings next quarter, it might go to $25+ by the end of August 2026. NOKIA is pushing hard on its product deployment, and the AI trade is very hot right now. So far, they've been successful, and I think $Nokia Oyj(NOK)$ will continue to move higher.