Nokia, ciena and arista may be the most bullish Ai plays even if a lot of Ai goes bust.

$NOK $CIEN $ANET I think the market may be telling us something. There's way too many Ai mods that do slightly different iterations of same thing. These companies are thriving because regardless Ai needs them (cien and nok are the most battle tested, nok superior valuation, CIEN battle tested ceo) nok has been thru so many has times for hundreds of years. And backing of Finnish gvt, anti us hedge. If a lot of Ai models go best go bust, a company like Google will pick up the pieces very cheap. I think it's clear we realize we don't need so many Ai models by now. Ans then link all of this Ai into a much stronger algo or super - cluster $GOOG I think they are gonna be the binary winner... But of all gbd optical plays, Nokia is the most diversified. Downside - revolving door of execs. Upside - backing of Alex stubb, still many senior management in there. Much stronger floor of assets and diversity in their business (not a one trick pony or a company that's been tied to one like amd or now Microsoft to openai .)