Chris | Volatility is King

I don’t see a bright future for $NOK honestly. People hear “AI” and suddenly act like every old company becomes the next $NVDA. We’ve seen this before. Even random companies started adding “AI” to presentations for hype. Doesn’t mean fundamentals magically change. Yes, Nokia has AI/networking exposure, but let’s be real: revenue growth has been weak for years telecom is cyclical and low multiple for a reason margins aren’t impressive compared to real AI infrastructure leaders Meanwhile the market is rewarding companies with explosive EPS/revenue growth, not just companies mentioning AI on earnings calls. $NVDA, $AVGO, optics/memory names are growing because demand is actually exploding. Big difference between “using AI buzzwords” and becoming a real AI winner. This is my opinion tho, nfa do your own research. I just wanna see if I was right.

I really didn’t think my day could get any better right now

$INTC Q2 2026 earnings are out: 🚨 Financials: 📊 ✅ Revenue actual: $16.1B (+25% YoY) – estimate: $14.33B ✅ EPS actual: $0.42 – estimate: $0.21 Q3 2026 guidance: 🔮 🔷 Revenue: $15.8B–$16.8B 🔷 Another key metric that is most relavent to the company for the next quarter: The company is significantly increasing investments in equipment, clean room space, and substrates to support expected growth in its products and foundry services. Highlights: 💡 🎯 Artificial intelligence is a major driver of the unprecedented demand for computing power. 🎯 The company achieved its most substantial revenue growth in over fifteen years, which was made possible by improvements in factory output and faster production cycles. 🎯 An expanded collaboration with Google Cloud on AI was recently announced.