Nokia $Nokia Oyj(NOK)$  has quietly been building a serious AI and networking narrative over the past month. We're not talking about the legacy handset story anymore—the flow of announcements is centered on AI-native telecom infrastructure: • Expanded AI partnerships with AWS and Google Cloud (Gemini) • Databricks collaboration for AI-driven network analytics • Launch of an agentic AI and autonomous network platform • AI automation deployments with NTT DOCOMO • Optical networking rollouts for data centers • Selected for Finland's counter-drone defense network This is a repositioning story: telecom equipment evolving into AI infrastructure and intelligent networks. The market still often prices $Nokia Oyj(N

The good thing about these choppy days and the market pullback is that it puts the best names right in front of you. Stocks that are making new highs, forming higher lows, and holding key moving averages really stand out. These are the ones to watch when the market starts to turn. A few that are standing out to me: $Teradyne(TER)$  $Nokia Oyj(NOK)$  $Fortinet(FTNT)$  $Take-Two(TTWO)$  $BlackBerry(BB)$  To name a few.

After banking a +150% win on $Tradr 2X Long ASTS Daily ETF(ASTX)$  last month, I'm starting to scale back in on weakness. It's the same company, same story—just a reset of expectations after a big move. At the same time, I've initiated a position in $Nokia Oyj(NOK)$  as a diversification play into a lagging telecom/infra turnaround story. This is a classic rotation mindset: trimming strength, re-entering selectively, and redeploying capital into setups that are either resetting or still under-owned. Not chasing—just rebuilding exposure where the risk/reward starts to make sense again.

$Nokia Oyj(NOK)$ I'm holding my Jan 225 calls with a $14 strike, waiting patiently. Hoping for a decent return.

$Nokia Oyj(NOK)$ Nokia insiders have been making significant direct open-market purchases recently, totaling around $2.3 million over a recent five-month span. These are strictly personal buys, not company repurchases. Konstanty Owczarek, Chief Corporate Development Officer, was quite aggressive, buying a total of 70,000 shares. He acquired 32,595 shares on May 22, 2026 at roughly $15.34, followed by another 37,405 shares on May 26, 2026 at $15.99, representing a commitment of roughly $1.1 million. Senior Manager and Chief of Staff to the CEO, Victoria Hanrahan, purchased 44,682 shares across two transactions in late May 2026 at an average price of $15.81 per share, for a total investment of over $706,000. CEO Justin Hotard directly bought 84,

$Nokia Oyj(NOK)$  My somewhat sophisticated quantum analysis puts today's target price at $14.60. However, my gut feeling is that $15 could be in the cards given MU's huge rise and the big jump in semis overall.

$Nokia Oyj(NOK)$ Bouncing right off the 50-day moving average and staying above VWAP. This chart looks strong with significant upside potential.

$Nokia Oyj(NOK)$ Micron just confirmed what many of us have been saying all along: AI demand isn't slowing down. Management says demand remains so strong that supply shortages could persist through 2027. That's a huge tailwind for AI infrastructure, networking, optical, and cloud buildouts. Nokia is operating in exactly that environment. If Q2 brings another beat, a guidance raise, and over $1B in AI/cloud orders, the market may finally start valuing NOK as an AI infrastructure beneficiary instead of just a legacy telecom. The setup heading into earnings is getting very interesting.

$Nokia Oyj(NOK)$ Between the company's own news and Micron's news, which should boost enthusiasm for Nokia, I expect Nokia to have a price rally for at least a week or two. Good outcome for the longs.

$Nokia Oyj(NOK)$ $Amazon.com(AMZN)$ Nokia and Amazon Web Services are expanding their collaboration to deliver autonomous networks built for the AI era.

$Nokia Oyj(NOK)$ Micron's blowout earnings report has lit a fire under Nokia in after-hours trading. Now I'm really looking forward to Nokia's July 23rd earnings. Looking good.

Nokia is quietly becoming an AI infrastructure play. Its new partnership with AWS and Databricks aims to bring AI-powered automation to telecom networks. Key points: - Autonomous Network Fabric running on AWS - AI-driven monitoring, optimization, and self-healing capabilities - Digital twins and real-time network intelligence - Over 90% automation potential - Up to 85% faster network service deployment As AI demand grows, networking becomes just as critical as compute. While investors focus on GPUs and data centers, $Nokia Oyj(NOK)$  is building the connectivity layer that helps move AI data efficiently at scale. The market still views Nokia as a telecom company, but the business is increasingly looking like an AI networking story.

$Nokia Oyj(NOK)$ Nokia has just had one of its most quietly important stretches in years, yet the price action is barely reacting. Over the past ~10 days, multiple strategic catalysts have stacked up: • Photonics expansion: upgraded advanced packaging/test capacity in Pennsylvania to support AI-era optical networks. • Deepening partnership with Google: Gemini AI models are being integrated into Nokia's network software stack. • AWS collaboration: Autonomous Networks Fabric is now running on AWS for large-scale network automation. • Policy tailwind: the US manufacturing push is highlighting Nokia's domestic investment footprint. On top of that, prior catalysts remain in play: • ~$1B investment linked to NVIDIA, tied to the 5G to 6G transition.

$Nokia Oyj(NOK)$ Quietly stacked three major cloud integrations in the same week - $Amazon.com(AMZN)$  (AWS), $Alphabet(GOOGL)$  (Gemini), and Databricks - yet the stock barely reacted. What's actually changing is the telecom architecture. Level 4 autonomous networks shift operators away from human-driven monitoring and ticketing to fully automated detection, diagnosis, and resolution - reducing latency, cutting escalations, and speeding up deployments. Nokia already has operators running at over 90% automation, with service rollouts compressing from weeks to hours in some cases. The bigger shift is the stack: instead of siloed systems, operators p

The flow of positive news hasn't stopped. I'm mainly tracking how fast these catalysts are stacking up. Not chasing, just watching where momentum is quietly building. $AST SpaceMobile, Inc.(ASTS)$  Rakuten JV confirmed for satellite business in Japan, a real step toward commercialization. $Penguin Solutions, Inc.(PENG)$  is part of Nvidia's AI Factory partner program, with invitation-only status adding credibility. $Nokia Oyj(NOK)$  Google Cloud is expanding Gemini integration into Nokia's network software stack. $Ondas Holdings Inc.(ONDS)$  secured over $40M in new defense orders in June, plus integra

$Nokia Oyj(NOK)$ Nokia has been quietly accumulating catalysts over the past week and a half, but the stock price hasn't really reacted yet. There's the photonics expansion in the US, with Nokia scaling up advanced semiconductor packaging capacity in Pennsylvania—a key piece for AI networking infrastructure. Then the Google angle: deeper integration with $Alphabet(GOOGL)$ , embedding Gemini into Nokia's network software stack. And now the AWS layer: $Amazon.com(AMZN)$  and Nokia expanding work to run autonomous network infrastructure directly on AWS, pushing toward more "self-driving" telecom systems. On top of that, the policy backdrop is starting

$Nokia Oyj(NOK)$  Quite a volatile session this morning, bouncing all over. Holding above $14 at the close would be significant. I'm not making a prediction, but the momentum and volume suggest it could happen.

$Nokia Oyj(NOK)$ Nokia is on a roll lately. 1) Nokia expands its AWS partnership to deliver AI-powered autonomous networks. AWS Global Director for Telco Solutions Amir Rao said the collaboration aims to "compress years of transformation into months, delivering step-change improvements in cost efficiency and revenue growth." 2) Nokia and Databricks complete an AI-driven autonomous network data platform PoC. Databricks Global Head of Telecommunications Industry Nevash Pillay stated, "Our collaboration with Nokia demonstrates how a unified data platform can help simplify operations and unlock the value of AI across network domains."

$Nokia Oyj(NOK)$  So, global radio sites are estimated to be around 7 million, with 500k in the US alone. Nokia likely serves about 20-30% of the worldwide system. That means Nokia equipment could be deployed in over 2 million locations. Now think about what AI RAN means for this ecosystem. Why did NVIDIA seek such an active partnership here? It seems the idea of having two million miniature AI compute centers across the globe would be a perfect way for Nvidia to sustain new demand for their products beyond the initial hyperscaler boom. So what does this mean for Nokia? I see two million projects needing their proprietary optical equipment, proprietary software, and proprietary radios. This package will be the ea

Everyone called $Nokia Oyj(NOK)$  a dead stock, but I quietly loaded 1,500 options on the 10th. Today it broke $15.70, going deep ITM! Bagged over $8K just today, pushing the total bag past $91K. While retail chases top-tick hype, I play forgotten breakouts at the bottom. Stop following the herd - contrarian plays print the hardest!