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/moneygrabber007
2 theses · first seen May 18, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 0 | 0 | 0 | — | — | — |
| 3d | 2 | 2 | 0 | 0% | -3.3% | -3.3% |
| 1w | 2 | 2 | 1 | 50% | +1.8% | +1.8% |
| 1m | 2 | 2 | 1 | 50% | -9.7% | -9.7% |
| 3m | 1 | 1 | 0 | 0% | -21.7% | -21.7% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
Reviewing 6 Future Growth Opportunities for $NOK
Nokia is Big Tech not priced like Big Tech, with multiple high-growth segments set to expand: data center optical networks (Infinera acquisition, Nvidia ecosystem, 49% AI & Cloud YoY growth), space economy ventures (Modul8 spinoff, ASTS partnership, ICEYE investment), US defense contracts (Fenix acquisition, $151B SHIELD IDIQ ceiling, Lockheed Martin partnership), and drone integration (Anduril, Motorola partnerships). Recent re-rating should continue as these growth drivers mature.
At post $14.82·Now $9.94-33.0% since postedas of Aug 24, 1:28 PM ET
1d—
3d-5.7%
1w-9.0%
1m-21.1%
3m—
6m—
1y—
Addressing 5 Rumors Circling $NOK Right Now
Nokia is positioned for significant upside driven by large options purchases betting on major partnerships and strategic investments. Nvidia, US government, Google, and Microsoft are rumored to be increasing stakes or closing major deals, supported by recent $4B US investment pledges, Bell Labs expansion, and strong capex spending by hyperscalers.
At post $13.74·Now $9.94-27.7% since postedas of Aug 24, 1:28 PM ET
1d—
3d-0.9%
1w+12.6%
1m+1.7%
3m-21.7%
6m—
1y—