To The Moon

$Nokia Oyj(NOK)$  Runnup to earnings will reach 18. As long as the market doesn't completely fall apart, 18. My guess. Not financial advice.

$Nokia Oyj(NOK)$ My July 2nd calls aren't looking great tonight, but I'm betting we can rebound above 13.50 this week. To be continued...

$Nokia Oyj(NOK)$ Nokia's recent hiring moves back its broader AI infrastructure strategy. While there aren't many postings explicitly tagged “AI-RAN,” Bell Labs and the Optical Networks division are recruiting for AI networking, photonics, optical ASICs, high-speed packaging, and multi-terabit AI systems. One notable opening is a Global Head of AI Systems, focused on AI networking architecture, co-packaged optics, and scaling AI infrastructure following the Infinera acquisition. Other roles target integrated photonics, optical engines, and custom silicon for next-generation networks. These job descriptions align with the technologies needed for AI-RAN: high-capacity optical transport, GPU connectivity, and edge AI infrastructure. The hiring pa

$Nokia Oyj(NOK)$ Infinera's optical patents could become a key component of Nokia's AI-RAN strategy. While the acquisition wasn't specifically marketed for AI-RAN, the patents focus on technologies essential for AI infrastructure: photonic integrated circuits, coherent optical engines, dynamic bandwidth allocation, silicon photonics, and ultra-high-capacity fiber transport. AI-RAN will generate massive data flows between cell sites, edge AI servers, and centralized data centers, requiring faster, lower-latency optical networks. By acquiring Infinera, Nokia gained advanced optical IP that complements Bell Labs' AI-RAN research. Together, they can offer a platform integrating radios, AI orchestration, optical transport, routing, and edge network

$Nokia Oyj(NOK)$ Nokia's AI-RAN strategy requires GPU-powered edge servers at cell sites. NVIDIA supplies the GPUs and AI software, while Nokia provides the radios, AI-RAN software, orchestration, optical networking, and integration. Lenovo already partners with Nokia on AI infrastructure and builds enterprise servers designed for NVIDIA GPUs. Nokia and Lenovo also recently signed a patent cross-license agreement. While Nokia hasn't explicitly stated the Lenovo deal is for AI-RAN, the pieces fit: a future deployment could use Lenovo servers containing NVIDIA GPUs running Nokia's AI-RAN platform. If operators adopt AI-RAN, they may purchase radios, GPU servers, optical transport, software, and services as a bundled solution. Nothing confirms Le

$Nokia Oyj(NOK)$  Recently published patents from Bell Labs (filed around 18 months ago) describe turning cell towers into small AI datacenters. Instead of every AI request traveling to a distant cloud, AI models can run on GPUs at or near the cell site. The same NVIDIA GPU dynamically shares compute between wireless network functions (AI-RAN) and customer AI workloads. During peak hours, most GPU power serves the mobile network; during off-peak periods, unused capacity runs enterprise AI, robotics, autonomous vehicles, factories, drones, healthcare, or other low-latency applications. The patents focus on intelligently placing AI workloads, sharing GPU resources, prioritizing network traffic, minimizing latency,

I've seen posts about investors being bullish on NOK. Here's my take. The AI boom is creating demand for networking equipment; $NVIDIA(NVDA)$  invested $1B in $Nokia Oyj(NOK)$ ; AI-RAN (AI-powered wireless networks) could be a new growth market; cloud customer growth is there; insiders have bought over $15M.

Nokia ($Nokia Oyj(NOK)$ ) has pulled back sharply by -6.94% to $13.01, testing its lower Bollinger Band support. With the RSI cooling to 42.97, immediate selling pressure appears to be nearing exhaustion, suggesting a potential stabilization zone. Looking at the options data for the July 2 expiry, there's a massive Gamma Exposure (GEX) and Put Open Interest cluster right at the $13 strike. This area is acting as both a strong structural floor and a price magnet. Additionally, the large amount of Out-of-the-Money (OTM) Calls (65.41K) indicates bulls are heavily positioned for upside ahead of the Q2 earnings on July 23. My take is that market makers are highly incentivized to pin the stock close to the heavy $13 open interest wall to bleed optio

$Nokia Oyj(NOK)$  The cost to borrow WEN shares has gone up to 14%. It reminds me of when NOK rose from $4 to $15, so there could be potential for a similar short squeeze scenario.

$Nokia Oyj(NOK)$  Nokia stock is currently on sale, along with many other AI-focused investments, due to concerns about rising treasury rates. This seems like a good time to consider buying. A strong second quarter report could trigger significant buying, so positioning now might be worth considering.