Calls
1
u/DePoots
Reddit r/wallstreetbets
Win Rate
0.0%
Return
-1.5%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 05
$13.19
-1.5%
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.
Photonics
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u/DePoots has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: NOK.
