
In todayβs post:
π Nokia. Yes, That Nokia.

π Nokia. Yes, That Nokia.
Nokia is trading at $10 again.
Same price as April. Different company.
Back in April we were lukewarm on it at $10, because the company still had to prove it could execute before the price made sense. Then the stock ran to $17, gave the whole move back, and here we are.
Except now Nokia is sitting on a pile of AI orders it didn't have before. So the question isn't whether $10 is a familiar price. It's whether $10 is now a cheap one.
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