$Nokia Oyj(NOK)$
The $1 billion strategic tie-in with Nvidia is a big signal—not just capital, but ecosystem alignment around AI infrastructure. That matters more than people think when the cycle becomes compute + networking driven.
Insider buying into 2026 adds another layer of conviction. You don't usually see that level of alignment unless management believes the re-rating story is real.
What stands out is the positioning: optical networking, photonics, and AI-native telecom infrastructure. If the AI cycle continues to expand beyond GPUs into full-stack networks, Nokia is sitting in the right layer of the stack.
Not a straight line higher, but the setup is starting to look like a slow re-rating story rather than a legacy telecom name.
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