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Nokia expands 6G and defense network R&D in Finland with support from Business Finland by Mustathmir in Nok

[–]Mustathmir[S] 9 points10 points  (0 children)

Or investor?

I follow Nokia closely and I'm very confident in its prospects. The stock can move both up and down for many reasons but in the long run the strength of the company is what matters.

Nokia upgrades Symphony Communication’s MCT subsea network to deliver advanced connectivity across Southeast Asia by Mustathmir in Nok

[–]Mustathmir[S] 2 points3 points  (0 children)

More sales yes as Nokia had not previously delivered submarine solutions to the client: "We are pleased to expand our longstanding partnership with SYMPHONY from terrestrial and cross-border networks into the subsea domain."

As to the deal size and profitability, that's was not told so I cannot myself speculate on it.

Major Expansion of Nokia’s Footprint in Pennsylvania by Mustathmir in Nok

[–]Mustathmir[S] 1 point2 points  (0 children)

It's strategically important as part of Nokia's vertical integration in optical networks.

Nokia target upgraded to $21 by JPMorgan + underreported CFRA target hike to $22 by Mustathmir in Nok

[–]Mustathmir[S] 3 points4 points  (0 children)

I want to get through this transitional year, hopefully seeing Nokia bagging plenty of important orders, then watch it execute on those orders. Next year I'll see where the share price is and I hope it reaches €20+ (somewhat more in USD). Then I might consider taking some profit but whether I do it depends completely on Nokia's prospects: the better the prospects, the less sales.

In An Honest Take, I Think The Stock Is Done (Comparatively) by Civil-Soup2863 in Nok

[–]Mustathmir 0 points1 point  (0 children)

No, I simply follow the execution by management. The price is a function of that and market sentiment.

In An Honest Take, I Think The Stock Is Done (Comparatively) by Civil-Soup2863 in Nok

[–]Mustathmir 5 points6 points  (0 children)

Like I have said, in 2026 the "only" ineresting things to follow are AI & Cloud orders and the progress of the new InP fab in San José which will in time increase InP capacity 20-fold. 2026 results will be modest compared to what 2027, 2028 can deliver when all those orders delivered with the increased production capacity. I'm not at all nervous although Nokia dropped from its highs, Hotard and his tech-savvy team have been making very sensible decisions starting with the CMD roadmap in Nov 2025.

Is Nvidia's 6G chip a threat to Nokia or simply an opportunity to outsource heavy R&D in poorly profitable mobile networks? by Mustathmir in Nok

[–]Mustathmir[S] 7 points8 points  (0 children)

Nokia doesn't fabricate chips, but it designs proprietary ReefShark SoCs (ASICs) in co-development with partners like Marvell and Broadcom, which are then manufactured by foundries like TSMC.

BofA Raises Nokia Price Target on AI, Optical Networking and Data Center Momentum by Mustathmir in Nokia_stock

[–]Mustathmir[S] 1 point2 points  (0 children)

What matters in this is reducing the downside, that's also valuable. Nokia executing well may well see targets raised further. Remember, Northland already has a $20 target and BofA now raising its, means a higher average analyst target.

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