claude.ai/share/d8f1d836-137… Fired off some questions to Claude this morning, feel free to check it out.

$NOK just announced a major step forward in trusted AI for networks. Nokia is adding an agentic AI framework to its Network Services Platform (NSP) for IP networks. This allows operators to deploy AI agents that reason over real-time, accurate network data (topology, configs, services, changes) and take guided, explainable actions within strict operator-defined policies and security boundaries. Key first use case: An AI-driven Troubleshooting Agent that identifies root causes faster, reduces operational noise, and resolves complex IP issues with confidence. As the AI supercycle drives more network complexity, this addresses key barriers for telcos trust, explainability, and risk. It’s a pragmatic, incremental move toward autonomous networks without siloed tools. Commercially available by the end of 2026. This builds on Nokia’s recent momentum: Indosat 5G modernization, Deepfield Genome Shield security, and the strategic ICEYE satellite investment for defense/intel synergies. Nokia is positioning itself deeper into the AI infrastructure stack. x.com/nokia/status/206507220… x.com/nokia/status/206507220…

🚨 JUST IN: ANTHROPIC HAS COMMITTED TO RENT MORE THAN 10 GW OF SERVER RENTALS FROM CLOUD PROVIDERS

Enterprise Value ÷ Revenue-Generating Megawatts

The counties with datacenter moratoriums have one thing in common: they're educated and wealthy. "I thought it was going to be a Red State-Blue State sort of thing, but that has a low predictive element" says @bitcoinbeezy "It's the education attainment level and the income level. It's very much a NIMBY problem"

🗝️ The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts theenergymag.com/news/2026-0… via @theenergymag

She should fly. Your post a few weeks ago definitely raised my eyebrows on NOK.

New Mid/Long term Position in $NOK today Not direct AI winner like $NVDA $AMD or $TSM but has several ways to benefit from the next AI Infrastructure wave The long term thesis today has shifted from telecom equipment to a combination of AI networking Optical infrastructure Data center connectivity Private wireless networks Industrial & Physical AI connectivity You can see they're actively marketing to AI cloud providers, Data Centers, Optical networking customers Where $NOK fits 1. Data Center Networking Nokia's IP networking division sells: High-speed Ethernet switches Optical transport systems Data center interconnect solutions As hyperscalers expand AI campuses they need -Fiber optics -Routing -Switching -Network management This is good for $CSCO $ANET $NOK AI Data centers are creating huge demand for Connectivity This is also good for $LITE & $NOK (which is why you've been seeing Whales load the shit out of both on Leaps all April, May, and June so far) Nvidia also partnered with $NOK in October 2026 and took a 3% or $1B stake in it NOK does have a history of lower revenue growth & weaker margins. There is better competition like $AVGO $MRVL $ANET but the R/R setup entirely is very very good $NOK could be one of those very beat down names that can come alive like $INTC Targeting $20 or about 50% move upside from 12-13s

Happy Thursday! We're live → will @SpaceX ai satellites actually work? → $CRWV $3.5b note → Inside $WULF Lake Mariner → BTC to AI transition → @OpenAI kicks out Chinese shills → @SemiAnalysis_ says tokens getting cheaper? guest: @Tech_Journalism x.com/i/broadcasts/1qGoNNXXR…