I also really love CCOI, but how likely is it that they get cornered because of their high debt? And they go bankrupt or need to start selling off crown jewels at bargain prices? I see the reward but find it hard to assess the risk.
Now there seems to be a bunch of dumb tag along pieces going up but still not as mainstream as even Blackberry hype.
Anyhow, I think NOK is a Jesse Stine SUPERSTOCK (meets all the top 8 criteria).
BUT as selling is the hard part and he goes to great pains to say that sentiment in the media is the key I am trying to stay abreast of any and all chatter... which probably means I needs to get on Reddit. brrrrr woof
Now there seems to be a bunch of dumb tag along pieces going up but still not as mainstream as even Blackberry hype.
Anyhow, I think NOK is a Jesse Stine SUPERSTOCK (meets all the top 8 criteria).
BUT as selling is the hard part and he goes to great pains to say that sentiment in the media is the key I am trying to stay abreast of any and all chatter... which probably means I needs to get on Reddit. brrrrr woof
I was reasonably concerned by capex costs running higher due to vendors hiking prices, we've seen whats happened to memory prices and anything AI bottleneck related, how do you think about the risk of blooning capex costs eating any FCF?
I also really love CCOI, but how likely is it that they get cornered because of their high debt? And they go bankrupt or need to start selling off crown jewels at bargain prices? I see the reward but find it hard to assess the risk.
Who the flip are these smart people talking about NOKIA?! I'm a dumb person talking and buying NOKIA options. One smart guy posted about them in 2025. https://tscsw.substack.com/p/the-2-trillion-shovel-nokias-1000?r=3ovu0g&utm_campaign=post-expanded-share&utm_medium=web
Now there seems to be a bunch of dumb tag along pieces going up but still not as mainstream as even Blackberry hype.
Anyhow, I think NOK is a Jesse Stine SUPERSTOCK (meets all the top 8 criteria).
BUT as selling is the hard part and he goes to great pains to say that sentiment in the media is the key I am trying to stay abreast of any and all chatter... which probably means I needs to get on Reddit. brrrrr woof
Who the flip are these smart people you’re talking about NOKIA?! I'm a dumb person talking and buying NOKIA options. One smart guy posted about them in 2025. https://tscsw.substack.com/p/the-2-trillion-shovel-nokias-1000?r=3ovu0g&utm_campaign=post-expanded-share&utm_medium=web
Now there seems to be a bunch of dumb tag along pieces going up but still not as mainstream as even Blackberry hype.
Anyhow, I think NOK is a Jesse Stine SUPERSTOCK (meets all the top 8 criteria).
BUT as selling is the hard part and he goes to great pains to say that sentiment in the media is the key I am trying to stay abreast of any and all chatter... which probably means I needs to get on Reddit. brrrrr woof
I was reasonably concerned by capex costs running higher due to vendors hiking prices, we've seen whats happened to memory prices and anything AI bottleneck related, how do you think about the risk of blooning capex costs eating any FCF?
Screw CCOI - how about our darling PTLO, down 50 % on a one penny miss. ONE CENT!
And no bounce. I was buying at 6 so I'll be buying at 4, but catching fallimg knives is not fun!