$NOK is now inside Anduril's Sentry stack. A year ago this was a dying telecom e
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$NOK is now inside Anduril's Sentry stack. A year ago this was a dying telecom e
· @KawzInvests
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$NOK is now inside Anduril's Sentry stack. A year ago this was a dying telecom equipment name trading sub-$5. Today Nokia is in Nvidia's AI-RAN stack, in hyperscaler optical backbones, and now in Anduril's Sentry. > Hyperscaler optical from the Infinera deal. €2.4B in AI and
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10 events DateTypeEvent
May 1 SourceNew phone who dis? $NOK May 1 ScanAI Infrastructure Scan May 2 Source$BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this t Apr 28 ScanAI Infrastructure Scan Apr 28 ScanMonster Scan Apr 28 CatalystNOK dividend Apr 26 ScanAI Infrastructure Scan Apr 26 ScanMonster Scan May 18 SourceI added to my $NOK position on this dip. $BB is up nicely today too. $NOK $BB May 18 SourceFull $NOK deep dive. $4 to $15, why Jensen bought 3%, and our three scenarios. h Source links
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