A lot of folks are chasing the AI leaders,
but I’ve recently started focusing on the companies that are "paving the way for AI."
Because once AI really takes off,
besides GPUs, the most crucial elements are actually data transmission and network infrastructure.
Old-school Nokia is now all about that business.
And I found something interesting:
after the stock price has already pumped, Nokia executives are still loading up on shares.
This shows they have at least some confidence in future business growth.
Compared to many pure concept AI companies,
these firms with real cash flow and long-term demand are way more attractive to big players.
The money I spent on Nokia back in the day,
I might actually earn back with $NOK now.
#AI #NOK #美股 #科技股