๐Ÿ“‹ Similar to MRVL's trillion-dollar valuation driven by photonics and custom chips, Nokia's position in photonics and edge computing AI-RAN suggests significant upside potential

medium convictionFirst mentioned May 26, 2026

Similar to MRVL's trillion-dollar valuation driven by photonics and custom chips, Nokia's position in photonics and edge computing AI-RAN suggests significant upside potential. Nvidia's holdings in both companies further validate the thesis.

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entry May 26, 2026
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openedMay 26, 2026

Insider buying by Nokia's Chief Development Officer and other executives suggests confidence in the company's prospects, potentially signaling upcoming strategic moves.

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๐Ÿ“
updatedJun 2, 2026

Similar to MRVL's trillion-dollar valuation driven by photonics and custom chips, Nokia's position in photonics and edge computing AI-RAN suggests significant upside potential. Nvidia's holdings in both companies further validate the thesis.

source โ†—