$Nokia Oyj(NOK)$ 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.
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