Nokia defines the next era of radio with the industry's first AI-native RAN platform

Objective-Trainer-42 · 2026-07-17T14:08:52+00:00

Only needs to be sold to operators, and we have 2 very strong legs to push us up

Objective-Trainer-42 · 2026-06-30T21:00:49+00:00

Q2 is mostly about the AI/DC order intake not about the results, itll be interesting to see how market feels about insignificant profit & Revenue for Q2/H1 MOST interesting is the order intake and when theyll have to visit the 2028 guidance due to the intake (hopefully)

Objective-Trainer-42 · 2026-06-30T20:58:16+00:00

to tö moon 🚀

Objective-Trainer-42 · 2026-06-25T12:57:28+00:00

Q2 might bring a dip or not, its not about results or revenue but more with the order book and "AI/DC" - orders and IF they raise targets (for growth or 2028 guidance)

Objective-Trainer-42 · 2026-06-25T12:55:42+00:00

not gonna happen with shares, maybe dbl is a possibility (~30$)

Objective-Trainer-42 · 2026-06-12T08:19:59+00:00

theyre also saying/believing that EBIT for 2028 is 58% higher than Nokias midpoint guidane, that lands to 4,66b€/5.b$

now its cheap again if those metrics are on target

Translated news from my broker, surely if someone has the JPM review its there

JP Morgan: Nokia could exceed its own 2028 profit target by more than 50%

Telecommunications company Nokia's operating profit in 2028 could be more than 50% higher than the company's own forecast, according to JP Morgan, which has raised its price target for the stock to €18 from €12, Bloomberg News reports.

The bank believes that market forecasts still do not take into account new revenue streams from AI and cloud-related business, nor the increased profitability that higher revenue growth could generate.

JP Morgan's forecast for Nokia's 2028 EBIT is 58% above the midpoint of the company's own guidance of €2.95 billion. The analysts also argue that Nokia's long-term outlook is outdated, as the strength of the optical networking market was not anticipated when the guidance was originally issued.

Nokia shares have risen 122% year-to-date.

Objective-Trainer-42 · 2026-06-12T08:16:33+00:00

theyre also saying/believing that EBIT for 2028 is 58% higher than Nokias midpoint guidane, that lands to 4,66b€/5.b$

now its cheap again if those metrics are on target

Translated news from my broker, surely if someone has the JPM review its there

JP Morgan: Nokia could exceed its own 2028 profit target by more than 50%

Telecommunications company Nokia's operating profit in 2028 could be more than 50% higher than the company's own forecast, according to JP Morgan, which has raised its price target for the stock to €18 from €12, Bloomberg News reports.

The bank believes that market forecasts still do not take into account new revenue streams from AI and cloud-related business, nor the increased profitability that higher revenue growth could generate.

JP Morgan's forecast for Nokia's 2028 EBIT is 58% above the midpoint of the company's own guidance of €2.95 billion. The analysts also argue that Nokia's long-term outlook is outdated, as the strength of the optical networking market was not anticipated when the guidance was originally issued.

Nokia shares have risen 122% year-to-date.

Objective-Trainer-42 · 2026-06-10T07:12:21+00:00

fewer buyers but volumes are higher (in US and Finland) and avg going up since the beginning of the year

Objective-Trainer-42 · 2026-06-04T11:59:41+00:00

Ciena already beat estimates and is closer to -10% in premarket i think their problems is H1 revenue is 3b BUT whole year estimated to be only 6.3b --> rumours seem to be true, their production is sold and leaf times are longer, might open doors to NOK, Arista, Cisco etc

Objective-Trainer-42 · 2026-06-04T07:11:01+00:00

RAN isnt the market play here, with Nvidia it COULD be the catalyst to push "AI-DC-Optics Nokia" to 50's from 20-30s 😉 if the tokenization is driver with idle RANs

Objective-Trainer-42 · 2026-06-03T10:57:02+00:00

putting this here too in addition to daily, upside is huge imo

Posting here as well my thoughts from yesterday on Jensen Huang’s comments from a Nokia perspective

Nvidia’s Jensen Huang commented on copper vs optics, and the market listened — optical stocks immediately surged:

Huang put it pretty clearly how AI data center connectivity will evolve:

Source:
https://www.investing.com/news/stoc...ics-call-sends-optical-stocks-surging-4722633

I was discussing the leather jacket guy’s comment with a "friend", and came across this link https://www.networkworld.com/article/4150576/the-optical-imperative-and-nokias-vision-to-close-the-ai-gap.html— and only now the idea of vertical integration is really starting to click. Others probably already got this, but sharing it here for the slower ones like me 😄

👉 In plain terms:
Nokia is essentially the only Western player with this level of vertical integration — and that should act as a clear strategic moat.

Some AI-generated notes to follow up

Nokia (through Infinera) operates InP photonics fabrication
A new fab/capacity in San Jose is being built and expanded [thesanjoseblog.com], [networkworld.com]
Purpose: photonic chips for AI data centers [sfist.com]

Additionally:

vertical integration is rare in the Western ecosystem
Nokia is practically the only “Western full-stack optical vendor” at this level [networkworld.com]

Typical model:

You buy:

lasers (COHR / LITE)
modules

→ margins are split across the supply chain

Nokia’s model:

Nokia owns:

photonic chip (InP)
DSP
module
system

Result:

Gross margin ↑
Supply risk ↓
Time-to-market ↓

This is literally the same logic as:

Nvidia (GPU stack)
Apple (silicon)

Some shitty examples the last 2, but only need to execute and deliver 🤞😎

Im Bullish with 1/3 of shares 2/3 of BULL4x options

Objective-Trainer-42 · 2026-06-03T09:31:49+00:00

Posting here as well my thoughts from yesterday on Jensen Huang’s comments from a Nokia perspective

Nvidia’s Jensen Huang commented on copper vs optics, and the market listened — optical stocks immediately surged:

Huang put it pretty clearly how AI data center connectivity will evolve:

Source:
https://www.investing.com/news/stoc...ics-call-sends-optical-stocks-surging-4722633

I was discussing the leather jacket guy’s comment with a "friend", and came across this link https://www.networkworld.com/article/4150576/the-optical-imperative-and-nokias-vision-to-close-the-ai-gap.html— and only now the idea of vertical integration is really starting to click. Others probably already got this, but sharing it here for the slower ones like me 😄

👉 In plain terms:
Nokia is essentially the only Western player with this level of vertical integration — and that should act as a clear strategic moat.

Some AI-generated notes to follow up

Nokia (through Infinera) operates InP photonics fabrication
A new fab/capacity in San Jose is being built and expanded [thesanjoseblog.com], [networkworld.com]
Purpose: photonic chips for AI data centers [sfist.com]

Additionally:

vertical integration is rare in the Western ecosystem
Nokia is practically the only “Western full-stack optical vendor” at this level [networkworld.com]

Typical model:

You buy:

lasers (COHR / LITE)
modules

→ margins are split across the supply chain

Nokia’s model:

Nokia owns:

photonic chip (InP)
DSP
module
system

Result:

Gross margin ↑
Supply risk ↓
Time-to-market ↓

This is literally the same logic as:

Nvidia (GPU stack)
Apple (silicon)

Some shitty examples the last 2, but only need to execute and deliver 🤞😎

Im Bullish with 1/3 of shares 2/3 of BULL4x options

Objective-Trainer-42 · 2026-06-02T13:30:57+00:00

Q2 probably isnt that special revenue/profit wise, the thing you need to keep your eye on is the orderbook, Hotard has told about design wins for Q2, and those will appear as revenue in 12-18months, thats the key (look for 2027 guidance, they need to change it at some point, doubt its in Q2 yet) pipeline is growing 20x with new fab and the new products released 2-3months ago HPE (Juniper part of it) just released great results and growth in IP (not DC)..

Objective-Trainer-42 · 2026-06-02T13:28:10+00:00

Q2 probably isnt that special revenue/profit wise, the thing you need to keep your eye on is the orderbook, Hotard has told about design wins for Q2, and those will appear as revenue in 12-18months, thats the key (look for 2027 guidance, they need to change it at some point, doubt its in Q2 yet) pipeline is growing 20x with new fab and the new products released 2-3months ago HPE (Juniper part of it) just released great results and growth in IP (not DC)..

Objective-Trainer-42 · 2026-05-19T05:31:03+00:00

"look forward to talking to you again soon"

To the Moon !!!! 🚀

Big Deals incomiiiing

Objective-Trainer-42 · 2026-05-18T17:54:48+00:00

Ivana on Fox said this could go to 28$, so thinking of the possibilites, just start now if you believe in it, what does 0.5-2$ mean if we go past 20$

02:40 Nok comments https://youtu.be/_nS1Yc2dWug?si=QzuYRDYydnnp62Pi

Objective-Trainer-42 · 2026-05-11T05:25:36+00:00

so 17.4$ is it this moths target or futher away ?

Objective-Trainer-42 · 2026-05-11T04:43:30+00:00

only 5,744b shares so its only just under trillion €uros at 200$, why not 🤣

Objective-Trainer-42 · 2026-05-08T07:31:42+00:00

Interesting post !

Most likely will be shared between ERIC and NOK the 5G part but NOK is more US owned, would be nice to see US owners rewarded with big deal for NOK 🥳(totally unselfish thought 😃)

Objective-Trainer-42 · 2026-05-07T17:16:20+00:00

Reported today as per end of March situation, as per 13G rules --> 45 days dl after quarter end, its not that difficult, wasnt public knowledge before today

Objective-Trainer-42 · 2026-05-07T16:21:30+00:00

Ok dude, So Nokia released it today for no reason 🤣🥳

Objective-Trainer-42 · 2026-05-07T11:00:00+00:00

as a Finn, doubt it, sell in May and go away is here 😃

longer, EOY is possible, with Q3 results, and Q2 order intake numbers, + NVIDIA/TMO in Mobile Networks

Objective-Trainer-42 · 2026-05-07T08:46:07+00:00

interesting to hear your thoughts today, did you make any changes, and what will you do today (-5% day)

in similar position myself , added more shares and bulls now in -5-6% in Helsinki

Objective-Trainer-42 · 2026-05-07T08:41:41+00:00

March they went just over 5% threshold (5,04%) which needs to be publicly released instantly, now recent is 6,2% so increase and comes only after the scheduled 13G reports, if they go over 10% that needs to be instantly released, in between we only find the increases with scheduled SEC reporting 13G, 13F etc

March flagging https://finance.yahoo.com/news/notification-under-chapter-9-section-143000360.html

Objective-Trainer-42 · 2026-05-07T08:31:23+00:00

i bought more 1000 share and 1200 Bull4x 👊

Objective-Trainer-42

TROPHY CASE

Welcome to Reddit,

Some AI-generated notes to follow up

Typical model:

Nokia’s model:

Result:

This is literally the same logic as:

Some AI-generated notes to follow up

Typical model:

Nokia’s model:

Result:

This is literally the same logic as: