Author argues NOK is undervalued at 43x P/E vs peers at 60-295x, citing NVIDIA's 3% stake, AI-RAN expansion to 10 operators, and heavy LEAPS call buying as catalysts for a rerating above $15.
NOK — LONG Author argues NOK is the cheapest optics stock with the widest moat, trading at 43x P/E vs peers at 60-295x, with a 2028 EPS target of ~$0.50 implying $25 at 50x. NVIDIA owns 3% bought at $6.01, and AI-RAN has expanded from 1 to 10 operators. Heavy LEAPS call buying with largest OI at June $15C and ladder building to $23C suggests institutional positioning for a breakout above $15.
Cheapest optics stock with the widest moat. Break $15 → rerating accelerates.
This Reddit post, published May 15, 2026, features u/Life_Dot_7072 discussing NOK. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Life_Dot_7072 · Tickers: NOK