How Chip Stock Investor’s view on $NOK changed

2026-09-01Bearish
“Nokia Stock Crashed 20%+ — Is This a Buying Opportunity?”
Nokia is not a buy; it is fairly valued after a warranted sell-off, with no margin of safety.

And we've talked about Nokia, the old telecom equipment giant, especially last year when they completed the acquisition of Infinera to add some more vertical integration of optical components of photonics directly within their business.

They've made a couple other acquisitions in recent years, new CEO from Intel Data Center segment in 2025. I pulled up a batch of acquisitions Nokia has made since 2024. This first one here is of this company called Fenix Group, accelerating their US strategy in aerospace and defense communications.