NOK - THE MOST IMPORTANT COMPANY YOU'RE IGNORING 🚀🚀🚀🚀🚀🚀🚀
DD
🧏🏻🧏🏻🧏🏻 Let me tell you all why I think NOK is going to the fucking MOON 🚀🚀🚀🚀🚀🚀
5G supercycle is just starting 😎. You've probably heard about 5G for like 2 years but there weren't any handsets out that actually supported true 5G. Now, however, the iPhone 12 fully supports 5G and so do some Android devices. Now there's consumer supported hardware we're going to start seeing real 5G being deployed.
WTF is real 5G? The 5G you see right now is fake. Cell companies basically took shitty old bandwidth and combined it to create the illusion of 5G. Real 5G requires more bandwidth in the form of 'C-band'. The FTC's auction for that just closed and the US wireless carriers alone spent an obscene $80 BILLION to buy that bandwidth (www.satellitetoday.com/5g/2021/01/19/...ng-81m-in-phase-one/)
So what the fuck does this mean? Basically, all that bandwidth they just spent $80b 💵💵💵💵 on needs to be deployed. That means buying new equipment and hanging that shit on a bunch of cell towers. Can you guess who makes that equipment? NOKIA. They were actually the first to demonstrate C band in the US (www.nokia.com/about-us/news/releases/2020/...work-in-the-us/)
This is going to generate a huge amount of revenue. This article here estimates $3.6b of equipment per carrier (www.lightreading.com/5g/...g-sales-for-c-band/d/d-id/761874). That means the carriers are going to spend upwards of $10B on new 5G equipment in the NEAR-TERM JUST IN THE US.
5G is going to be deployed GLOBALLY 🌎. It is going to unlock incredible use-cases (autonomous vehicles, augmented reality etc) The US alone is a $10b+ opportunity. Then you have China, Europe, and a bunch of other countries that want some good 5G. China Mobile is already working with Nokia (see here: www.thefastmode.com/technology-solutions/...i-powered-5g-ran)
If you don't understand the importance of NOK, you should look at the actions of the US govt - they are actually trying to buy a stake in the company - NOK is a systemically important global infrastructure provider (www.bloomberg.com/news/articles/...-to-u-s-interest-ketqcpo7)
In 2019, NOK had just 23B EUR of REVENUES. The 5G opportunity is multiples of that and it's literally just getting started.
My positions:500 $5 Jan 2023 calls 💎💎💎💎💎💎 🚀🚀🚀🚀🚀🚀🚀🚀
AS ALWAYS DO YOUR OWN DD THIS IS NOT FINANCIAL ADVICE AND JUST FOR ENTERTAINMENT
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