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Serge
@Sergeant991
CPA. Constantly researching to get an edge. Looking for asymmetric returns. High tolerance for volatility.
Joined September 2020
525 Following    3.7K Followers
$NOK "Prediction: NOK Stock Could Go Parabolic After July 23. Here's Why." Yahoo article mentions the following catalysts for a stock re-rate following its July 23 Q2 report: 1️⃣ Nvidia Orders: First hard look at how the $1B partnership is materializing in the actual order books. 2️⃣ San Jose Scale: Tracking whether the massive new InP manufacturing facility ramp is on schedule. 3️⃣ Optical Inflection: Delivering on the massive hyperscaler-driven demand for low-latency fiber transport. 4️⃣ AI-RAN Timeline: Providing definitive forward commercialization guidance for 2026/2027.
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