Nokia: From Paper Mill To AI And Defense -- With Iconic Mobile Phones In Between
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Ragmar Rikberg354 FollowersFollow5ShareSavePlay(17min)CommentsSummaryNokia Oyj has transformed from a dominant mobile phone maker to a resilient, leading global technology company focused on communications networking.NOK's collaboration and share issuance to Nvidia provides the company with new growth opportunities.The recent acquisition of Infinera increases Nokia’s exposure to AI‑driven growth narratives.Under new CEO Justin Hotard, NOK is sharpening its vision to lead the future of 6G and other AI‑driven communication technologies.
Getty Images Intro I believe that for most people over the age of 40, the name Nokia Oyj (NOK) brings back long‑ago personal memories from the 1990s and early 2000s — a time when Nokia phones were everywhere and anThis article was written byRagmar Rikberg354 FollowersFollowI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually handed-out buy or sell decisions. While I acknowledge that sentiment and technicals matter — and that today’s algorithm-driven investment environment often prioritizes them over fundamentals — I’m still guided by a fundamentals-first approach.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.