Stocks / Sports ๐Ÿ’ฐ๐Ÿ’ฐ๐Ÿ’ฐ

Joined January 2023
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JP Morgan out ve on Nokia $NOK , price target raised to $21 Mentions a undisclosed win at Google in the Data Center space. The strong product line-up will position Nokia at the leading edge in the optical market. With Nokiaโ€™s own Indium Phosphide fab capacity coupled with its own packaging capability, Nokia has positioned its optical business for significant order & sales growth into 2027 New wins in Datacenter switching add another leg to Nokia's growth: "We know from the companyโ€™s guidance that they won other hyperscaler/s as customers. Google $GOOGL has been talked of as a likely customer of Nokiaโ€™s switch products for over a year and they could be one of the new hyperscalers that the company has won business at. It is possible there are one or more other customers for the business"
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Been pounding the table on $NOK for weeks, and the market just gave us another perfect entry/reset. Stock dipped hard into the low $13 zone and now weโ€™re climbing back near $15 with serious momentum. JPMorgan just raised their price target to $21 (from $14) while keeping Overweight. Multiple analysts piling in with upgrades, and the AI narrative is accelerating fast. ๐—ช๐—ต๐˜† ๐—ก๐—ผ๐—ธ๐—ถ๐—ฎ ๐˜€๐˜๐—ถ๐—น๐—น ๐—ต๐—ฎ๐˜€ ๐—บ๐—ฎ๐˜€๐˜€๐—ถ๐˜ƒ๐—ฒ ๐—ฟ๐˜‚๐—ป๐˜„๐—ฎ๐˜†: โœ… Agentic AI Framework launch for IP networks: automated troubleshooting, root-cause analysis, autonomous ops. This is huge for next-gen efficiency. โ€จโœ… Strong partnerships (NVIDIA, Lockheed, Anduril vibes in federal/defense) and AI-RAN / 6G momentum. โ€จโœ… Telecom infra data center tailwinds exploding with hyperscaler capex. Nokia is positioned in the picks-and-shovels play for AI infrastructure. โ€จโœ… Recent wins: network modernizations, innovation labs, and growing AI revenues. If you faded the run or missed the initial surge, this dip was your gift. Plenty of time to position and let the AI 5G/6G supercycle do the heavy lifting.
$NOK The PT upgrades are stacking up JPMorgan reiterates ๐Ž๐ฏ๐ž๐ซ๐ฐ๐ž๐ข๐ ๐ก๐ญ, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ๐Ÿ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ๐Ÿ’ Northland raises PT to $20 from $13 BofA raises PT to โ‚ฌ14.40 from โ‚ฌ11 Morgan Stanley raises PT to โ‚ฌ14 from โ‚ฌ11, Overweight CFRA raises PT to $22, Buy rating All pointing to the same thesis. AI and cloud orders are accelerating. Optical networking demand is the catalyst. Nokia just landed โ‚ฌ1B in AI/cloud orders, mostly from its optical business. JPMorganโ€™s Deshpande flags Nokiaโ€™s own indium phosphide fab capacity as a real edge. Order acceleration expected through 2026 into 2027๐Ÿคฉ
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โšก๏ธNokia $NOK price target raised to $21 from $14 at JPMorgan JPMorgan analyst Sandeep Deshpande raised the firm's price target on Nokia to $21 from $14 and keeps an Overweight rating on the shares. Nokia reported EUR 1B in AI and cloud orders in Q and suggested the orders were mostly optical related, the analyst tells investors in a research note. The firm believes the company's "strong" product line-up will position it at the leading edge in the optical market. With Nokia's own indium phosphide fab capacity coupled with its own packaging capability, the company has positioned its optical business for significant order and sales growth into 2027 with orders likely to accelerate in 2026, contends JPMorgan.
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MSN Article on why $NOK is a better investment than $SPCX right now? ๐Ÿค” $NVDA Partnership ๐Ÿค $TSLA
Excellent writeup on Nokia $NOK here. Looks like you'd be crazy to sell your Nokia shares. msn.com/en-us/news/technologโ€ฆ
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$RLMLF $RML just concluded a meeting at Mar-A-Lago and now the CMI Summit. Institutional and government investors will be joining soon. $DTREF $GORO $XTPT $RITE $EULIF
Today at CMI Summit 5: โ€œAntimony Ridge & The FAST-41 Processโ€ Featuring Craig Lindsay, CEO โ€“ U.S. Operations, Resolution Minerals Ltd. #Antimony #CriticalMinerals @Resolution_LTD $RML.AX $RLMLF @CriticalMnlInst
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Just thinking about thingsโ€ฆ $NOK is probably the best company to buy now. Usually stocks go up when they're super popular. Everyone knows about Nokia. Sandisk $SNDK pulled an 80x in a little over a year. Nokia isn't even close to that yet. Probably a lot more room to run.
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$NOK --- In 2026, $NOK has completely reinvented itself as Wall Streetโ€™s red-hot โ€œAI infrastructure rising starโ€, driven by explosive growth in its AI optical networking and data center communications infrastructure businesses. In its previously released Q1 2026 earnings, Nokia unexpectedly jacked up its full-year net sales growth forecast for Network Infrastructure to 12%โ€“14%. Most notably, it lifted full-year 2026 growth for its core optical and IP networking businesses straight to 18%โ€“20%. Management also revealed that profitability is trending steadily toward the upper end of its previously guided โ‚ฌ2.0โ€“2.5 billion full-year operating profit target. In June 2026, Nokia officially signed a massive nationwide contract with Indonesian telecom giant Indosat Ooredoo Hutchison. The deal will not only see Nokia deploy large-scale low-band and mid-band 5G modernization networks across Indonesia, but also includes the worldโ€™s first commercial pilot of its industry-leading โ€œAI-integrated unified network architectureโ€ before the end of 2026. On the technology front, Nokia unveiled a revolutionary upgrade to its Network Services Platform (NSP), embedding a native Agentic AI framework designed to enable fully autonomous, โ€œself-drivingโ€ operation for complex multi-vendor IP networks. The system is set to be fully commercially available by the end of 2026, and paired with its newly launched Deepfield Genome Shield network security tool, is expected to drive a significant uplift in its software segment gross margins.
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$NOK The PT upgrades are stacking up JPMorgan reiterates ๐Ž๐ฏ๐ž๐ซ๐ฐ๐ž๐ข๐ ๐ก๐ญ, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ๐Ÿ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ๐Ÿ’ Northland raises PT to $20 from $13 BofA raises PT to โ‚ฌ14.40 from โ‚ฌ11 Morgan Stanley raises PT to โ‚ฌ14 from โ‚ฌ11, Overweight CFRA raises PT to $22, Buy rating All pointing to the same thesis. AI and cloud orders are accelerating. Optical networking demand is the catalyst. Nokia just landed โ‚ฌ1B in AI/cloud orders, mostly from its optical business. JPMorganโ€™s Deshpande flags Nokiaโ€™s own indium phosphide fab capacity as a real edge. Order acceleration expected through 2026 into 2027๐Ÿคฉ
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Big engagement on $NOK this week - retail interest is picking up.?? ๐Ÿค”๐Ÿค”
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5 Long-Term Growth Stocks Worth Watching on Pullbacks $NOK Quietly transforming into a high-margin technology business. AI and cloud demand is driving 20% growth in its Optical Networks segment, gross margins are expanding, and JPMorgan just raised their price target to $21. The market is starting to notice. $BB Forget the phone company. This is a pure software business with 76% gross margins. QNX is embedded in over 255 million vehicles and is now being positioned as the safety-certified backbone for robotics and Physical AI. FedRAMP re-certification keeps it locked into U.S. government critical infrastructure. $SIVEF Opportunity pipeline just hit ~$800M โ€” up 77% in 5 months. Multiple product ramps in 2027 across AI datacenter lasers, automotive LiDAR, and SATCOM. CHIPS Act contract secured. US dual-listing in preparation. Northland named it a top 2026 pick in photonics coverage. This one is still flying under the radar for most investors. $TE High risk. High reward. TE doubled from $5 to $12 before pulling back hard into the $8s โ€” classic momentum reset. Revenue is growing, they just acquired KORE Power for battery energy storage exposure, and the energy transition thesis is intact. Position sizing is everything here. $POET The $50M Lumilens purchase order (scalable to $500M over 5 years) validates the commercial thesis. 800G production ramp starting Q3 2026. Strategic partnership with $SIVEF to combine DFB lasers with the Optical Interposer platform for co-packaged optics. Down ~27% from its 52-week high โ€” but the story is getting stronger, not weaker. The question isnโ€™t whether these sectors grow โ€” AI infrastructure, photonics, energy transition, and Physical AI are all multi-decade themes. The question is whether youโ€™re positioned before the next leg up. Whatโ€™s on your buy watchlist right now? ๐Ÿ‘‡ Not financial advice.
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THE STOCK MARKET MONDAY MORNING
Jun 13
JUST IN: Trump says Iran deal is to be signed tomorrow and the Strait of Hormuz will be "open to all"
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Donโ€™t worry about Elon becoming rich with his own money. Worry about politicians becoming rich with your money.
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Time to touch up on $NOK
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me with the SpaceX cafeteria lady after she becomes a billionaire from the IPO

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America ๐Ÿ‡บ๐Ÿ‡ธ loves Elon Musk. Heโ€™s our favorite African-American.
Elon just created 4,400 millionaires in a single day. 400 of them are now worth over $100 million. These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries. Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000. Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous." The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before. Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.
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$LAES plans to launch its first Quantum Security Operations Center (QSOC) satellite on $SPCX in Q4 2026, aiming to build an orbital cybersecurity network powered by post-quantum cryptography, AI, and secure communications. The company ultimately targets a constellation of up to 100 satellites by 2033.
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JUST IN: $LAES plans to launch its first quantum security satellite on a $SPCX mission
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$LAES plans to launch its first quantum security satellite on a $SPCX mission in Q4 2026. The satellite is aimed at securing space-based communications against future quantum-era cyber threats.
BREAKING: $LAES plans to launch its first quantum security satellite aboard SpaceX in Q4 2026.
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$NOK Now they want to start chasingโ€ฆ๐Ÿ˜‚
$NOK Iโ€™m Not Leavingโ€ฆ
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JPMorgan raises their price target for $NOK from $14 to $21 Hugeeee
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$NOK | JPMorgan reiterates ๐Ž๐ฏ๐ž๐ซ๐ฐ๐ž๐ข๐ ๐ก๐ญ on ๐๐จ๐ค๐ข๐š, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ๐Ÿ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ๐Ÿ’ Analyst sees consensus and company guidance as outdated, failing to factor in significant new revenue and EBIT from AI, Cloud, and Optical businesses.
$NOK | JP Morgan ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ on ๐๐จ๐ค๐ข๐š to $๐Ÿ๐Ÿ from $๐Ÿ๐Ÿ’
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