ecui_0919
5 posts
今天CDN代理类如 $FSLY , $AKAM 等之所以遭受重创，估计罪魁祸首还是同一个，就是Anthropic. 因为它推出了Managed Agents 云端服务，被认为对这些股票利空。具体新闻见 technews.tw/2026/04/09/ant…
flyingwhale-飞鲸投资笔记@flyingwhale919
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@KawzInvests @AlmaCap114204 What could be the catalyst for upcoming earnings, announce a large DCI order?
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Nvidia paid $6.01 per share for 2.9% of $NOK in October. Nokia is now at $9.55
I was at GTC and met with some of the Nokia exec team. What they described changes how you think about what a cell tower actually is.
Jensen Huang called it "Robotic AI Radio." The idea is simple: a factory robot cannot wait 200 milliseconds for a cloud server to process its next move. So instead of sending that data back to a centralized data center, you run the inference directly at the cell tower. Every tower becomes a distributed AI compute node. $NOK is deploying $NVDA RTX PRO 4500 Blackwell GPUs directly into its AI-RAN base stations to make this possible, running on $DELL PowerEdge servers. $TMUS was the first US carrier to pilot it.
There are roughly 100,000 distributed network sites worldwide with enough spare capacity to add over 100 gigawatts of new AI compute over time. Nokia is the western vendor building the software stack that runs on top of Nvidia's hardware to make those sites intelligent.
Nokia's acquisition of Infinera gave it 800G ZR coherent pluggables at exactly the moment hyperscalers started treating optical backbones as AI infrastructure, not telecom infrastructure. $CIEN is seeing the same demand and just guided $5.7 to $6.1 billion in revenue for fiscal 2026, up nearly 24%. $NOK Optical Networks grew 17% in Q4 2025, with €2.4B in hyperscaler orders for the full year. Management is targeting €3.1 to €3.7B in operating profit by 2028, up from just over €2B in 2025. The RAN market alone is projected to reach $200B by 2030.
Nvidia did not buy into Nokia because they needed the equity exposure. They bought in because they needed the distribution.
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The more I research $GLW
The more I realize I underestimated it
Gaetano@crux_capital_
There is so much more to the Photonics trade📓 $LITE $CIEN $GLW $AXTI $AAOI On this page I have predominately covered just a couple layers to this trade Mainly lasers, optical components, and transceiver/modules But there is so much else to this trade, and so many other layers where there is significant upside if you dig deep enough Materials Foundry / wafer fabrication Packaging / advanced integration Electronics around the optics Fiber / passive infra Qualification / test / reliability Architecture / system design So many layers. So many companies. So much opportunity!
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