ERIC

$ERIC won’t be long now, enjoy the ride.

🚀After the 40% pullback in $NOK, has the market overlooked the real changes? $NOK has been one of those names the market gave up on too quickly. The stock is still down around 40% from its highs, but the story is starting to shift. AI infrastructure isn’t only about GPUs. The next phase also needs stronger networks, data movement, and telecom upgrades. Nokia’s exposure to networking, private wireless, and AI-driven infrastructure demand is getting more attention. I’m watching the price action more than the hype. After a long decline, the key signals are simple: volume returning, margins improving, and the stock building a higher low. Not saying the bottom is in, but the risk/reward is becoming interesting if execution follows. Related names on my radar: $ERIC $CIEN The market usually moves before the headlines catch up. I share my charts, watchlist, and market thoughts on my profile. Check my page for more.

$NOK insider buying window opens one day after earnings, on July 24. Current insider positions: • Senior Manager: down 33% from purchase at $15.69 • Chief of Staff: down 34% from purchase at $15.81 • CEO: roughly breakeven from purchase at ~$10.46 The interesting part: Insider buying during weakness can provide a useful signal of management confidence — especially when executives are willing to add shares while sentiment is negative. The next thing to watch: Will more insiders step in after the blackout period ends? Watching the broader connectivity theme: $NOK — telecom infrastructure $ERIC — network equipment $AMPG — AI-RAN technology $CRDO — high-speed connectivity Insider actions don’t guarantee returns, but they can reveal how leadership views the long-term opportunity.

$ERIC boring . Covered

$ERIC $NOK it is exactly this.

$ERIC This company is a goldmine, the undisclosed is more valuable than the spread sheets.

$AMPG is at the center of the emerging AI-RAN & ORAN revolution — a market that may be entering its early growth phase. Today’s updates from: $ERIC $NOK SK Telecom highlight the accelerating shift toward next-generation wireless infrastructure. What makes $AMPG unique: MMIC design center in Allen, Texas Packaging division in Silicon Valley Engineering division in New York The company has key capabilities in-house from design to packaging, allowing its teams to work together across the full development process. AI is not only about compute — it also requires smarter networks and next-generation connectivity. Related names to watch: $AMPG — AI-RAN / RF technology $NOK — Open RAN infrastructure $ERIC — Telecom networks $MRVL — Connectivity solutions $AVGO — Networking ecosystem The next AI wave will be built on both computing power and the infrastructure connecting it. Follow my page for more AI infrastructure, semiconductor, and emerging technology opportunities before they become crowded.