Google/Alphabet announced a major custom AI-chip partnership with $MRVLB , with $GOOGLB receiving a warrant to potentially buy up to $12.2B of Marvell shares.
The deal could generate up to $120B in revenue through FY2033. 🤯
And MVLL gives 2X daily exposure to $MRVL.
E.P: $29 - $28 S.L: $25 T.P 1: $35 T.P 2: $40
AI infrastructure + Google + custom silicon = this setup is getting VERY interesting. 👀🔥
$NOKB — Nokia’s tokenized stock is sitting at an interesting level 👀📈
CMP: $10.61 🎯 Target: $15.00 🛑 S.L: $9.00
Why am I bullish? 🤔
#NOKIA isn’t just the old-school “5G company” anymore.
⚡ AI & Cloud sales grew 105% YoY in Q2 🌐 Optical Networks grew 20% 🔥 IP Networks grew 16% 🤖 Nokia launched a commercial AI-native RAN platform with NVIDIA 💰 2026 operating-profit target: €2.0B–€2.5B 💵 Dividend distributions are also part of the shareholder-return strategy.
And here’s the crazy part:
Nokia says its AI-RAN platform could deliver 100%+ spectral-efficiency gains by 2028 — potentially doubling the capacity of existing spectrum. 🤯
AI needs infrastructure.
More AI → more data → more networks → more optical + IP infrastructure.