NOK 全部观点

And we've talked about Nokia, the old telecom equipment giant, especially last year when they completed the acquisition of Infinera to add some more vertical integration of optical components of photonics directly within their business.

They've made a couple other acquisitions in recent years, new CEO from Intel Data Center segment in 2025. I pulled up a batch of acquisitions Nokia has made since 2024. This first one here is of this company called Fenix Group, accelerating their US strategy in aerospace and defense communications.

All right. Now, moving right along to the fourth stock on the list. We're going to step slightly outside the traditional data center space to look at some of the back-end infrastructure that powers global telecommunications. And that's going to be in Nokia, ticker symbol NOK, where Nvidia holds a similarly large position at over 2.2 billion dollars worth of the stock.

Now, of course, back in the day, Nokia was mostly known for their indestructible brick cell phones, which I saw in a couple of those myself, too. I even had their newer Windows phones, if you remember those. But today, this is a much different company. One that reinvented themselves, really, with back-end networking businesses that will likely play a leading role in the upcoming wave of even 6G technologies, too.