$Nokia Oyj(NOK)$ NOK is moving up strongly in after-hours trading. Could it be that the SpaceX rumor is resurfacing?

I spent some time after yesterday's earnings report running a few rough valuation scenarios for Oracle over the next several years. These estimates are based on Oracle's current $638B RPO (backlog), current EPS of approximately $7.63, and the continued expansion of its AI infrastructure business. This is simply my personal projection framework, not investment advice. **Conservative Case** - Revenue: ~$110B - EPS: ~$10 - P/E: 30x - Fair Value: ~$300/share **Base Case** - Revenue: ~$130B - EPS: ~$13 - P/E: 35x - Fair Value: ~$450–500/share **AI Infrastructure Supercycle** - Revenue: $150B+ - EPS: $15–18 - P/E: 40x - Fair Value: ~$600–720/share At today's price, Wall Street seems focused on debt, CapEx, and short-term volatility. I'm more focused on Oracle's AI growth, cloud expansion, and th

$Oracle(ORCL)$ This stock can swing wildly in both directions. People seem to forget that just two weeks ago, it went from $180 to $250 in about a week. Whether you're a bull or a bear, know when to step back. Greed is what really hurts people in this market.

$Oracle(ORCL)$ Watching ORCL drop from $250 to $175 in a week is just absurd. This is a company worth hundreds of billions of dollars, not some penny stock trading on hype and rumors. The way quant funds and algos can push around mega-cap companies these days is unbelievable. At times, the market feels more like a casino than a mechanism for valuing businesses. For retail investors, the only way to avoid getting caught in this is to hold through the volatility and think in years, not days.

$Oracle(ORCL)$  A massive cup and handle bullish pattern has been spotted. The measured move of this pattern is around the 365 area. Currently, the handle formation is in progress and is expected to complete around the 170 support area. The neckline of the cup is around 250-255. This means if the 170 support holds, there's a high chance of testing 250, and once that neckline is broken to the upside, the measured move could be completed next (around 360). So first things first – the 170 support needs to hold, otherwise the chances of this pattern being invalidated would increase.

$Nokia Oyj(NOK)$ Shorts are called shorts for a reason. They're in it to get out as quickly as possible. It's like the end of the world from their perspective when a long-term investor sees an opportunity to buy or add, with a time horizon beyond just the next few days or weeks. NOK is developing its AI infrastructure and already has the right connections to move forward. Just my opinion.

The growth in RPO for Oracle is honestly getting a bit ridiculous. They added $85 billion in backlog sequentially last quarter, while OCI growth accelerated to 93%. That's not normal enterprise software growth anymore. What stands out to me: Bookings are still outrunning revenue conversion by roughly 4-to-1. The Q1 guide suggests that conversion is finally starting to ramp up. Customers are already covering $75 billion of infrastructure costs themselves. So when people see the $40 billion financing plan and panic, I don't think they fully realize how much demand is already locked in. It feels like Oracle is building one of the most aggressive AI infrastructure expansions in the market right now. And demand still looks ahead of supply. I keep seeing people treat

$Nokia Oyj(NOK)$  Down after hours, but I think it could run tomorrow to get ahead of a potential big move next week after the SpaceX IPO. Just my take, a 50/50 shot.

$Nokia Oyj(NOK)$ Oracle's miss suggests a flat or red day tomorrow. However, I still think we'll see a turnaround this week. This downside has little to do with the company itself, but more with the market or the broader economy. People should remember that Nokia is still a European company, partially shielded from US economic drama. We haven't even begun to take advantage of the EU's void in AI companies; when they push that agenda, we'll be at the forefront—from AI to defense.

$Nokia Oyj(NOK)$ There's a lot of short-term money and weak hands with this one. The selling pressure is something I haven't seen much before. This will pass, and likely sooner than later. NOK is still the same company it was last week and last month. A resolution to the Iran situation could lower oil prices and inflation. If the market rebounds from that, the upside reversal could be significant. Patience is key.

Here's my watchlist for the next meaningful pullback: $Credo Technology Group Holding Ltd(CRDO)$  $Applied Optoelectronics(AAOI)$  $Alphabet(GOOG)$  $Micron Technology(MU)$  $Nokia Oyj(NOK)$  The framework balances high-gamma beta plays with names that have more secular, institutional moats. The hierarchy is functional: CRDO and AAOI serve as high-velocity proxies for 800G optical infrastructure. AAOI's recent June updates highlight mid-year capacity expansions, heading toward a $1.1B annualized revenue runway. Meanwhile, GOOG and MU act as structural ancho

$Nokia Oyj(NOK)$ NOKIA Bullish whale alert

$Nokia Oyj(NOK)$ I'm picking up a few more shares of Nokia. Looking at it a year out, it should do pretty well. Just my humble opinion.

$Nokia Oyj(NOK)$ Hoping this might be the bottom for today. I think the low is around $13.09. Bullish long term. Earnings in a month should move it. Until then, I'm holding.

$Nokia Oyj(NOK)$ Nokia is seeing significant growth, particularly in AI and cloud revenue, with a 49% increase in Q1 2026. They've also launched new technologies, including four digital signal processors and the Deepfield Genome Shield for network security. With backing from NVIDIA, the company is positioning itself as a key player in the AI infrastructure space.

$Oracle(ORCL)$  Let the bears add more fuel to the engine before we take off.

My long-term core stack consists of these 10 names I'll keep adding to over time: $NVIDIA(NVDA)$  - AI chips powering the future $SoFi Technologies Inc.(SOFI)$  - digital banking & fintech growth $IREN Ltd(IREN)$  - AI data center infrastructure $Robinhood(HOOD)$  - retail brokerage play $Nokia Oyj(NOK)$  - telecom + networking backbone Strong themes, long runway, and staying power. Perfect for patient capital. Sharing my framework and levels - no paywall, just structured positioning thinking. Which of these are on your core list?

$Nokia Oyj(NOK)$  In my opinion, this is a tangible company with a strong track record. They should be able to capitalize on current opportunities, and their goals are also innovative, so they might end up ahead of the pack.

$Nokia Oyj(NOK)$ Oracle earnings today. Hopefully that reignites the flames for the AI sector.

$Nokia Oyj(NOK)$ : Clear out the noise. The recent drop from the $17.45 peak isn't a broken thesis—it's a classic, algorithmic sector-wide flush shaking out the weak hands and speculative retail leverage. Look at the ground truth: The Whales are In: Institutional buying has outpaced selling 2-to-1. Fidelity holds over 10%; BlackRock and Nvidia are firmly on the registry. The Catalyst Landscape: Rumors of space/terrestrial integration are heating up Wall Street, and the Nvidia AI-RAN architecture alliance is fully active. Long-Term Floor: Testing the macro 200-period moving average creates a major structural entry window. The day-traders are panicking over daily charts, but asset-level operators are quietly accumulating the physical infrastruct