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u/DePoots
Reddit r/wallstreetbets
Винрейт
0.0%
доходность
-18.0%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 мая
$13.19
-18.0%
Nokia’s current PE of 26 is far below AI infrastructure peers (Ciena 216, Arista 54), and the company is actively expanding into defense (5G/6G, partnerships with Lockheed, Nvidia, US government). If the market re-rates Nokia to the low end of AI infrastructure valuations (PE 54), the stock would trade at ~$26.8, representing ~100% upside from $13.4. The author sees a compelling asymmetric bet on a valuation multiple expansion driven by identity shift, with further optionality from emerging AI-RAN/6G revenue. Transition may fail to materialize in earnings; competition from Ericsson, Huawei, or new entrants; defense contracts may be lumpy; macro headwinds to capex spending.
Nokia’s current PE of 26 is far below AI infrastructure peers (Ciena 216, Arista 54), and the company is actively expanding into defense (5G/6G, partnerships with Lockheed, Nvidia, US government). If the market re-rates Nokia to the low end of AI infrastructure valuations (PE 54), the stock would trade at ~$26.8, representing ~100% upside from $13.4. The author sees a compelling asymmetric bet on a valuation multiple expansion driven by identity shift, with further optionality from emerging AI-RAN/6G revenue. Transition may fail to materialize in earnings; competition from Ericsson, Huawei, or new entrants; defense contracts may be lumpy; macro headwinds to capex spending.
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У u/DePoots на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: NOK.
