Long NOK
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.
1d-2.9%
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