The Blindingly Obvious Case for Nokia
@HawS:
I've ignored $Nokia Oyj(NOK)$ for years, dismissing it as a "has-been" phone brand. Then, the $NVIDIA(NVDA)$ news hit, and I decided to actually look at the books. What I found shocked me: a rock-solid, financially healthy company that the market is pricing for death. This is, from my perspective, one of the most mispriced opportunities on the market. First, the company is a financial fortress, not a distressed asset. Its Q3 2025 report showed a net cash balance of €3.0 billion. It has a very low debt-to-equity ratio (around 0.21) and a healthy current ratio (1.46). This is a low-risk, stable company. Second, the pivot to AI infrastr