Traderissimo

Nokia is actively shifting toward higher-margin, recurring revenue. Q1 2026 results highlighted Core Software growth, new licensing deals, and progress on AI-RAN with multiple customers. The company targets software/services annuities, cloud subscriptions, and patent royalties as stable income. Overall business model includes growing SaaS and subscription elements alongside traditional hardware.

I am becoming increasingly bullish on $NOK because I think it is also a robotics play. Nokia as one of the companies building the infrastructure that would allow millions of humanoid robots to operate at scale. Today's robots can already perform many tasks using onboard AI. The challenge comes when you want millions of them learning together, receiving new AI models, coordinating with each other and accessing computing power that is too large to fit inside the robot itself. This is where 6G comes in. Instead of simply connecting devices to the internet, the network itself will help move AI workloads between the robot, nearby edge servers and the cloud with almost no delay. That means robots can offload complex AI tasks, receive decisions almost instantly, share what they have learned with other robots and continue improving without relying only on the hardware they carry. If humanoid robots become one of the biggest technology markets over the next decade, then the wireless network connecting them could become just as important. That is why I think NOK deserves far more attention than it gets.

@nokia @nvidia Nice work

We are launching the industry’s first commercial AI-native #AIRAN platform built on @NVIDIA accelerated computing, marking one of the most significant shifts in radio network architecture in decades and providing operators with a practical path to AI Native Networks. Read more: nokia.ly/4wNQPFU

Where I think this actually gets interesting for $NOK long term is the business model shift, this is being sold as a software subscription rather than a one time hardware sale. That means operators keep paying Nokia over and over for AI upgrades instead of just buying equipment once and walking away, which could turn into a much steadier, more predictable revenue stream if carriers actually adopt it at scale.

Nokia $NOK will sell Nvidia-powered AI mobile network gear starting in 2027. The new AI-driven RAN platform is expected to improve spectrum efficiency by 50% next year and let operators transmit 2x more data over the same airwaves by 2028. The platform will support software upgrades toward 6G and work with Open RAN standards.

I think it’s worth adding one detail that makes the $POET example even more of a cautionary tale, the cancellation didn’t happen because the technology failed or demand dried up. Marvell pulled the orders because $POET publicly disclosed shipping and order details it apparently was not supposed to share, a confidentiality breach, not a performance issue. That’s a good reminder for $SIVE too, even good technology and real orders can unravel fast if a company handles disclosure the wrong way with a big customer like $NVDA or $AVGO down the line.

What has to go right for $SIVE to eventually look like $AAOI in the CPO space. What could go wrong and what has to go right. What has to go right... The Nasdaq listing actually needs to happen on the timeline management has been guiding. At least two or three of the six connections we have mapped need to actually convert into real recurring revenue, not just pilot orders. Manufacturing capacity needs to keep up with that demand which is literally what the recent raise was for. And if they go the M&A route to build out packaging or assembly capability, the price paid and the execution both need to be smart. Not empire building funded by more dilution. What could go wrong.... CPO timelines could slip further than expected. A named connection could fall apart the way Marvell canceling with Celestial AI hit $POET earlier this year. Lumentum and Coherent are already sold out through 2027 into 2028 so the market is not exactly waiting around for $SIVE specifically. And more dilution could outpace revenue if conversion takes longer than hoped. $AAOI and $LITE did not get where they are because of a good story. They got there from years of actually shipping product, managing real customer concentration risk, and physically building manufacturing capacity under pressure.

I think the most interesting part of this story is actually the history behind it, this isn’t a sudden move. Stripe first approached PayPal about this back in early April, and rumors go all the way back to February, when PayPal shares jumped 7% in a single session just off the speculation. So this offer has been building quietly for months before actually going public today.

Stripe and Advent International have offered to acquire $PYPL for $60.50 per share. The bid is backed by roughly $50 billion in bank financing.

they’re doing this for both machine types at the same rate, 30% for both the newer EUV machines and the older DUV machines. To me that suggests this isn’t just an “AI hype” story tied to cutting-edge chips alone, the older, more established chip-making tech is seeing the same kind of squeeze, which points to broad-based demand across the whole industry, not just one narrow slice of it

ASML CEO: We plan to increase our Low-NA EUV production capacity by 30% in 2027, from approximately 65 systems in 2026. We are also evaluating another 30% capacity expansion in 2028. For DUV immersion systems, we plan to expand production capacity by 30% in 2027 from approximately 130 systems in 2026, and are considering an additional 30% increase in 2028. At the same time, we will continue to expand our installed base management and upgrade business.

stock had actually dropped 11% going into this report because people were worried the whole AI spending boom might be slowing down. So this beat isn’t happening in a vacuum, it’s landing right when the market badly needed reassurance that AI capex isn’t peaking. I think that’s part of why shares jumped nearly 6% combined in regular and after-hours trading, it’s not just good quarter,” it’s good quarter at exactly the moment people needed proof.

ASML $ASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026. CEO statement and outlook: "Our second-quarter total net sales were €9.3 billion and gross margin came in at 54.0%, both above guidance, driven primarily by higher than expected Installed Base Management sales. "Ongoing AI-related investments and continued progress in AI technologies are driving demand for advanced Logic and Memory chips, further strengthening the semiconductor industry's growth outlook. Our customers, in turn, continue to accelerate their capacity expansion plans. This is translating into customer commitments across our product portfolio, providing ASML with increased visibility into longer-term demand. Our order intake remained extremely strong in the first half of the year. Based on this momentum, we are planning to add 30% to our 2026 low NA EUV capacity of around 65 for 2027, and we are investigating to increase capacity with another 30% for 2028. Similarly, we plan to add 30% to our 2026 DUV immersion capacity of around 130 for 2027, and we are investigating to increase capacity with another 30% in 2028. In addition, we are continuing to significantly expand our upgrade portfolio. "We expect third-quarter 2026 total net sales between €11.0 billion and €12.0 billion, with a gross margin between 55% and 57%. We expect R&D costs of around €1.2 billion and SG&A costs of around €0.4 billion. Given the business dynamics discussed above, we now expect total net sales for 2026 to be between €43 billion and €45 billion, with a gross margin between 54% and 56%. At our next Capital Markets Day, which will be held on June 10, 2027, we will update our longer-term views to reflect the market and technology dynamics since our last Capital Markets Day," said ASML President and Chief Executive Officer Christophe Fouquet. In the second quarter, we purchased around €1.1 billion worth of shares under the current 2026–2028 share buyback program.

I believe the real story is in Nokia’s Q1 numbers. AI and Cloud sales grew 49% year over year, and the company booked €1 billion in AI and Cloud orders in a single quarter, which pushed management to raise their own 2026 growth guidance for the Optical and IP networking businesses (the parts that move internet traffic and connect data centers) from 10-12% up to 18-20%.

Jensen Huang is literally telling you what stocks to buy for the AI supercycle. Here are 10 stocks Jensen has mentioned or invested in. 1. $NOK - Nokia NVIDIA invested $1B directly. Building the AI-RAN platform for 6G together. Trials with T-Mobile starting in 2026. The AI-RAN market is expected to exceed $200B in cumulative sales by 2030.

Handelsbanken downgraded Nokia to Hold on June 29 but still raised its price target to €12, meaning they’re not calling it overvalued, just saying the easy gains already happened. Jefferies went the other way, keeping Buy and lifting its target from €10.70 to €13.80. Everything will change after Q2 earnings

Someone bought $2m of $NOK calls near the closing bell today August $12 strike. 👀

I think there’s something worth being a little cautious about here too. $AEHR’s own CEO has sold shares 50 times in the last six months, and hasn’t bought a single share in that period. That doesn’t necessarily mean anything bad, insiders often sell for personal reasons, tax planning, diversification, but it’s a little bit of a mismatch with a holding with high conviction narrative from outside investors.

Conviction is writing about a stock when it's down over 40% in two weeks. Then a week later, they release their best ever earnings report.

I actually think its $ONDS It’s grown from under $50 million to a target of $525 million in revenue guidance this year, that’s over 1000% growth, and it just landed a $982 million Army contract as a prime defense contractor. That’s the kind of real, fast-moving story that could genuinely compete with $Sofi

Which of these will bring me the most gains from TODAY until 2030? $AMD $NBIS $SOFI $HIMS $IREN $ASTS $PNG.V $ONDS If you ask me, it’s the most hated play… Noto.

$SKHY just officially announced it’s shipping fully certified 12-layer HBM4 chips to Nvidia for the first time. Before this, those chips were only samples, this is the real, final version being delivered at scale for Nvidia’s next big AI chip platform. That’s a much more concrete reason for a rally than just markets are betting on something.

$SKHY just officially announced it’s shipping fully certified 12-layer HBM4 chips to Nvidia for the first time. Before this, those chips were only samples, this is the real, final version being delivered at scale for Nvidia’s next big AI chip platform. That’s a much more concrete reason for a rally than just markets are betting on something.

SK Hynix is now trading at a 50% premium in the US and the stock is up 24% today. SK Hynix is a key supplier of HBM chips for Nvidia's GPUs and markets are betting on easing of chip restrictions and shipments to China.

@zerohedge Trump saying the strait needs to stay “free” for shipping while also planning to charge a 20% fee on any ship passing through it. Kind of hard to call it “free”

*TRUMP REPEATS HORMUZ HAS TO REMAIN FREE (Excluding 20% US taxes)

What I find most interesting though is Anthropic actually gets mentioned as part of why this happened. IBM’s CEO said a new coding tool from Anthropic caused customers to pause big deals while they figured out what it meant for their own security setups. So in a weird way, this isn’t really about Cramer being wrong, it’s IBM getting hit from two directions at once, customers rushing to buy AI chips instead of IBM software, and AI itself (from a competitor) making customers hesitant to sign contracts with IBM in the first place.

YESTERDAY JIM CRAMER TOLD HIS VIEWERS TO BUY $IBM SHARES TODAY IBM SHARES FELL 25% THE BIGGEST 1 DAY DROP IN THE COMPANY’S ENTIRE 100 YEAR HISTORY INVERSE CRAMER NEVER FAILS

@aleabitoreddit @talethdabm89 Everyone is waitting this US Nasdaq listing

Feels like algos often miss $SIVE, after slight $LITE / optical sector recovery after CPI print. Especially bc it's trading on some random Swedish exchange, but catches up on random days. That being said it's definitely on institutional radar, especially since MS put it next to $LITE and $COHR as the three leading CPO laser companies yesterday. Just waiting for things to play out, stocks don't move in a straight line up every day.

Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities. Targeting $1.2B net profit, and $3.6B revenue in 2028 (with a ~$28B MC, that's ~23.3 2028 forward p/e). AAOI announced the commencement of its buildout, roughly 400,000 square feet of manufacturing to make 800g/1.6T production go brrr. The overall expansion is also supported by the local city government in Texas. (they also $20.85M worth of subsidies from the State earlier). This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it. Regardless, glad to see both of these companies in their Anime training arc phase as they power up.

@amitisinvesting 🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️

TRUMP: I HAVE DECIDED TO REPLACE THE 20% CARGO REIMBURSEMENT FEE WITH TRADE AND INVESTMENT DEALS WITH GULF STATES didn’t even last 24 hours 😭

Reflection AI has never released a single public product, and as of just a few months ago they only had about 60 employees. Yet they’re committing to over $1 billion in future compute spend with Nebius through 2029. That’s a company with basically no revenue history making a huge multi-year financial promise

$NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029. Reflection also signed a multi-billion dollar agreement with $SPCX earlier. Interesting to say the least, seeing Nebius drop -5% off the news today. Also... counterparty to get this done kinda reminds me of OpenAI, where they might not have the funds to actually execute on these LTAs yet compared to $META or $MSFT. But generally positive long term developments, customer diversification was one of the core strengths of Nebius.

@Sofigoodboy Buy at 35 SEK

와 근데 진짜 $sive 본장에도 안 오르네..? 누가 43SEK에 매도벽 세워놨나..?

For $AAOI i think the most interesting detail is what's not in the announcement, if I'm reading between the lines here, this is really just "construction has started" on plans that were already known, not brand new news. So while the stock might react to this, the real thing to watch going forward is whether these two companies can actually hit these numbers by the dates given, especially with China reportedly tightening controls on a key material (indium phosphide) that photonics chips like these need.