Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/Terrible-Respect-495
2 theses · first seen May 25, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 1 | 1 | 0 | 0% | -2.9% | -2.9% |
| 3d | 2 | 2 | 0 | 0% | -2.0% | -2.0% |
| 1w | 2 | 2 | 1 | 50% | +2.6% | +2.6% |
| 1m | 2 | 2 | 1 | 50% | -1.6% | -1.6% |
| 3m | 1 | 1 | 0 | 0% | -31.7% | -31.7% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
Nokia is quietly becoming the backbone of AI infrastructure and nobody noticed 🚀
Nokia is transitioning from a legacy telecom vendor into an AI infrastructure and 6G platform company, currently priced as a telecom equipment maker (33x forward PE) but deserving Arista-like multiples (54x+) given its AI-RAN partnerships with NVIDIA, government defence contracts, and positioning as a Western 5G/6G alternative to banned Huawei. AI-embedded radio towers enable microsecond latency improvements critical for autonomous vehicles, remote surgery, and factory automation.
At post $15.28·Now $9.94-35.0% since postedas of Aug 24, 1:28 PM ET
1d-2.9%
3d-2.9%
1w+8.8%
1m-14.9%
3m—
6m—
1y—
“x30 baggers on NOK and will diamond hand until x100”
x30 baggers on NOK and will diamond hand until x100
Author has made significant gains on NOK (up 30x) and intends to hold for further upside toward a 100x return, indicating strong conviction in the stock's continued appreciation.
At post $13.30·Now $9.94-25.3% since postedas of Aug 24, 1:28 PM ET
1d—
3d-1.2%
1w-3.6%
1m+11.6%
3m-31.7%
6m—
1y—