Nokia Corp (NOK)

Looks like this project (from June) is now on fast-track
Production increases by 3rd quarter may happen even sooner.
What Nokia Is Building
According to Nokia, the $30 million plan includes roughly $4 million in support from Pennsylvania and about $10 million in federal CHIPS investment tax credits, and is designed to scale the Allentown advanced test and packaging site’s production capacity by up to ten times.

Nokia up almost 10% in Europe.

Nokia (HLSE:NOKIA) Deepens AI Push With SAP Microsoft And NestAI Deals
Nokia Oyj has entered a new cloud and AI partnership with SAP and Microsoft to revamp its ERP systems with embedded AI and continuous feature upgrades. 
Nokia Defense and NestAI have agreed to collaborate on AI enabled secure connectivity and command solutions focused on European defense and NATO related uses. 
These moves extend Nokia's activity beyond telecom equipment into cloud, AI and defense focused digital infrastructure. 
Nokia Oyj (HLSE:NOKIA) is leaning further into digital platforms at a time when its stock has already seen sharp swings, with the share price at €10.215 and up 84.9% year to date. The stock is also up 141.7% over the past year and 190.5% over three years, which indicates that investors have already reacted strongly to earlier shifts in the business. In this context, the new SAP, Microsoft and NestAI agreements provide additional insight into how the company is trying to reshape its role in global connectivity.

Nokia and NestAI build capability for AI-enabled defense operations with resilient connectivity in denied environments

Nokia Defense and NestAI have announced their first operational milestones under their €100 million joint investment, integrating Nokia’s deployable 5G hardware and Integrated Sensing and Communications (ISAC) early-detection technology into NestAI's battlefield operating system (NestOS). Built to NATO operational specifications, these capabilities target tactical command-and-control, mission planning, and electronic threat/drone detection within signal-denied or contested military environments. The ultimate end-game here is to secure Nokia’s positioning as a cornerstone provider of European technological sovereignty and getting high-margin contracts from NATO defense infrastructure budgets.

FYI: Nokia up in europe over 6.5%.

May have to unload remaining puts.
Stock was up today in europe on light trading, though.
We'll see early Monday. Still long but am trying to take advantage of the drops like this during last half of June into yesterday.
Maybe could ee even a couple hit pieces to allow fund to piick up cheaper share ahead of earnings this month.

BofA raises Nokia's target price to €15.60 (˜ $17.85) — calls the stock a BUY

Bank of America has reiterated its "Buy" rating on Nokia, raising its price target to €15.60 from €14.40—a move reflecting strong confidence in the company’s ongoing transformation into an AI-infrastructure powerhouse. Ahead of Nokia's Q2 earnings report on July 23, BofA identifies AI and cloud-related order intake as the primary catalyst for investor sentiment, anticipating that hardware orders in this segment will remain robust, at least matching the €1 billion booked in the first quarter. Driven by sustained demand for optical transport and strategic data center switch wins, BofA has bolstered its revenue and EBIT forecasts for 2026–2028, underscoring the firm's belief that Nokia’s portfolio streamlining and margin expansion will drive significant long-term growth as its massive order backlog begins to materialize into revenue.

.Danske Bank upgraded Nokia from "Hold" to "Buy"

€1 Billion contract - Nokia today announced it has been selected by Orange Belgium as the sole supplier for a major transformation of the operator's transport infrastructure, unifying fixed and mobile networks into a single, converged optical transport network across Belgium.

The multi-year project will modernize Orange Belgium's infrastructure to create a more resilient, secure and scalable network capable of supporting the growing demand for bandwidth across consumer and business services. The deployment will help Orange Belgium deliver a more seamless connectivity experience as demand continues to increase from machine learning applications, as well as remote working, video streaming, gaming and cloud services.

Hard to believe my $12 puts are in the money so soon. Took some off the table today to help fund other opportunities and taxes, but hoping it goes lower for a while. I also see the good news from Orange hardly made the headlines.

Amazon.com (AMZN) Partners With Nokia, Here’s What You Need to Know
https://finance.yahoo.com/markets/stocks/articles/amazon-com-amzn-partners-nokia-075421188.html

They dump when retail can't trade...should be illegal that they can trade and we can't trade. The real trading happens when everyone is sleeping, not normal trading hours. Retail investors should petition to open up 24/24 trading. Not just for MM's and Hedge fund managers

Share price $16.27 Change +$1.43 (+9.64%). GLTA
Looking good. Go Nok Nok Nok...

Anybody else really excited about Nokia in 2026 as I am?! I just think they have a massive opportunity since they changed business models, and strictly went into AI infrastructure, and before SpaceX goes public, I think somewhere down the line There are going to be some contracts... 

They are already working side by side with SpaceX to put 4G on the moon. They are also hugely profitable already in the AI data center infrastructure. Lots of room to run

Only a matter of time before we possibly get news with SpaceX IPO as well. We will see.

Yea she is! Looking at a double from here.

It's looking good.

Ascending Triple Top Breakout on 22 May 2026. GLTA
Share price UP about 10% at this time.
We shall see where it'l be by closing time of the market.

Double Top Breakout on 13 May 2026. GLTA

EXPERT SAYS DOUBLE TO $28 BUY BUY BUY. I AM $$$$$$$$

Missed the early years of Qualcomm/Rambus before what they now have become?
google search this: Too Early for Its Own Time: The untold story of Netlist and the Memory Technology That Preceded the AI Revolution

Low Pole Reversal on 8 May 2026. GLTA

500K SHARE BUY $12.58 . NOK GETTING IN SPACE BUSINESS WITH LOCKHEED MARTIN $$$$$$44

NLST on watchlist. Netlist's "tail end stage" sampling with AMD and Intel signifies the final, critical validation phase for CXL NVDIMM memory products, marking the culmination of a 6–9 month testing process prior to mass production adoption. This indicates that products are moving from R&D into potential volume shipments, driven by AI-driven high-performance computing demand.

Lots of volume on those $17's, but less than 1,700 open interest. Computer trading by the big boyz and gals?
Not a terrible gamble. Been long quite a while since low-mid $4's.
Early April took a gamble on May 1 and 15th $9's calls - pretty happy with that.
Unloaded many of the May 1's and plan to exercise the rest of the 5/1 9's today to increase my NOK holding.
closed out the 15th $9 calls this morning to help fund the exercising of some of the 5/1's. May take out some insurance puts.

Not sophisticated enough to "sell" the calls and puts. I'd rather buy, knowing that the most I can lose is my original investment.

$NOK: Bigggg HEADSUp now... NO JOKE... 6/18 $17calls..........

BIgggggggggggg buyers............ something is definitely up here

$NOK $17 June-18-2026calls taken with $630k spent so far......... prem at $0.63
Not chump change but serious conviction.

Share Price at $13............. could possibly hit $20 next week.

I'm on


GO $NOK

$NOK: Last time $NOK was up here.... April 2010

And now we some some active action on NOK Calls being scooped up.

If NOK can go........... then Blackberry might not be far behind to ramp up as well


GO $NOK

Long Tail Up on 30 Apr 2026.
Trend Analysis
NOK appears to be in a strong bullish trend. Its 200-day moving average is upwards sloping and the MACD histogram is above 0. Comparative Relative Strength analysis shows that this issue is outperforming the S&P 500.
Momentum for NOK is strongly bullish. The 14-period Slow Stochastic oscillator is above 80, the level which many analysts call overbought. This means that investors have been actively purchasing shares and driving the price higher.
The last 10-days have seen significant volume in NOK, with average daily volume above the average for the last year. Today's volume is no exception; with 111,187,113 shares having been traded already. The On Balance Volume indicator (OBV) is bullish. The slope of the indicator is positive and suggests that buyers are presently more active than sellers as of 2:34 PM ET Thursday, 04/30/2026

Inseego to acquire Nokia's Fixed Wireless Access business to create a global wireless broadband leader

Ascending Triple Top Breakout on 29 Apr 2026. GLTA

NVIDIA invested $1B in Noka recently with shares at around $6 avg. per the filing. Pretty good deal so far for them and return around $7.6M in quarterly divie alone.
With the much higher than avg volumes amid moderate short interest, I'm wondering if other whales have been doing similarly.

One thing I don't like is that all those employees they let go......they still get paid for a long time afterward, due to Finland law.
Hopefully they raise the divie, currently paid on May 12 (ex-div 4/28) quarterly of $0.0468 per share.
The company currently pays out 75.00% of its earnings and 19.57% of its cash flow as dividends.

$NOK: Not your Grandfathers NOKIA anymore....... AI !!!!!!!!!!

THey making a push into datacenters too in EUROPE.

Speaking with @cnbcKaren and @BenMBoulos on @CNBC, our President and CEO @JustinHotard highlighted Nokia’s solid start to 2026, with accelerating demand in AI and Cloud driving growth in Network Infrastructure. pic.twitter.com/Os2TJ28IRm— Nokia (@nokia) April 23, 2026


Now at $12


GO $NOK

Wow, the predictable pattern of big spikes early and drop-off late morning has changed. Was easy to buy out of the money calls late and unloading them in the morning, but the last two days changed entirely.
Also expected a little decline due to going ex-dividend but buy volume has been very strong. Still not getting too greedy. Wonderful few weeks lately.

The new Sisvel Point of Sale (POS) patent pool, announced on 1 April, has added three new licensors in the last two weeks. BlackBerry, JVCKENWOOD and SK Telecom have joined founding licensors Huawei, LG Electronics and Nokia in making their patents available for license through the programme.

Back in the double digits!! Loooooong time coming!!

Double Top Breakout on 8 Apr 2026. GLTA

Bear Trap on 1 Apr 2026. GLTA

Nokia finally has a cleaner AI-network angle again. The new TIM Brasil expansion and NVIDIA-linked AI-RAN push make this more interesting than the market gives it credit for

https://www.nokiantyres.com/campaigns/hakkapeliitta-01/
Grip that adapts to winter

Nokian Tyres is thrilled to introduce an innovative new winter tire that delivers unmatched predictability – engineered for winters that no longer play by the old rules.

The revolutionary Nokian Tyres Hakkapeliitta 01 is the first winter tire in the world with stud technology that automatically adjusts to temperature.

Nokia division that deals with tires ,)
https://finance.yahoo.com/quote/TYRES.HE/

Nokia owns a significant portion of Standard Essential Patents (SEPs), including High Efficiency Video Codec (HEVC/H.265), Versatile Video Codec (VVC/H.266), Advanced Video Codec, and a lot more. This allows the company to license these technologies to streaming sites like Netflix or hardware companies like Acer, ASUS, and more. These companies can then sell their products with the above codecs, provided they obtain licenses on fair, reasonable, and non-discriminatory (FRAND) terms from Nokia.

In this case, however, the two companies failed to show sufficient willingness to negotiate or accept fair licensing terms under FRAND for the use of Nokia's essential video coding patents. As a result, the Munich I Regional Court granted Nokia injunctions against Acer and ASUS, effectively preventing them from directly offering, marketing, importing, possessing for commercial purposes, or selling infringing PCs in Germany.

Wait for 6G
https://stocks.apple.com/ABCFZFSexS5GEn2VwG9qfcg

Nokia wins landmark 5G deal with Telecom Italia 
Press Release

Nokia wins landmark 5G deal with Telecom Italia
Ambitious new deal will see Nokia deploy equipment from its industry-leading, AI-ready 5G AirScale portfolio, accelerating digital transformation in Italy
Deal supports TIM’s sustainability targets and ambitions to tackle the digital divide
5G networks to drive the competitiveness of Italian enterprises  
Nokia makes significant market share gains
17th November 2025

Espoo, Finland – Nokia has been awarded a significant new three-year deal by Telecom Italia (TIM) to expand and modernize the coverage and capacity of its 5G network after a competitive tender process, the company announced today. The strategic partnership will cover TIM’s customers across new regions, in addition to Nokia’s existing footprint. It supports TIM’s ambitions to tackle the digital divide and digitize enterprises by delivering fast broadband connections in smaller towns and rural areas. Nokia's energy-efficient and AI-powered product portfolio will also support the company’s sustainability targets. The ambitious deal will position Nokia strongly in Italy.
Nokia’s industry-leading, energy-efficient, and AI-ready AirScale Radio Access Network (RAN) portfolio will support TIM’s sustainability ambitions and reduce its environmental impact. Nokia will supply its latest generation

probably have a look at LWLG too, could get interesting.

As I did in lumn back when they were trading in the one dollar range and man has that paid off 10 times

Yes, sir! Took a 2500 share starter here!

Look who just came alive again! Wow, what a deal and restructuring of their company to go into AI Data center builds.Nokia provides advanced networking solutions that are perfect for hyperscalers and AI applications. Their data center switches, like the 7250 IXR, offer high-performance and low-latency connectivity, which is crucial for AI workloads. Plus, their collaboration with Supermicro integrates their hardware with Nokia’s data center automation tools, creating a comprehensive AI-optimized solution. Waiting for more hyperscalers to follow Nvidias lead in investing into Nokia!

Nvidia deal with Nokia is good news. Nvidia is a $5 trillion company

The sun shines on a doggies hiny!! LOL 😂

WOOHOOOOOOOOOO Nvidia deal with Nokia Weeeeeeeeeee ☝️🥳☝️

Weed smoker agrees with weedtrader. buy buy buy up to[10