Jul. 4 at 1:37 PM
$NOK the hidden moat hiding in plain sight. Optical and photonic interconnects on RAN equipment will allow a magnitude increase in latency, which will open entirely new doors in AI automation. Just imagine an
$AMZN warehouse that operates like a crackhead, with your stuff delivered by drone or bot in under 10 minutes. So many other applications possible when we reach the microsecond latencies. Nokia is the only vertically integrated optics / photonics / AI-RAN play that can offer this in 1 package. Just follow what
$NVDA invests in, you cannot lose. I just bought more Nokia during this dip.