don't buy or sell only of my tweets!
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Joined October 2008
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Neon68 retweeted
The IBD 50 is a weekly list of 50 leading growth stocks selected by Investor’s Business Daily. @IBDinvestors
It identifies companies with strong earnings, sales growth, price performance, and institutional buying.
The list helps investors find potential market leaders before or during major price advances.
Think of it as a watchlist of 50 of the strongest growth stocks in the market, not an automatic buy list.
Neon68 retweeted
The complete AI fund flows
Nvidia Gets $690BN, The Other 499 Get $340BN: Tracing Every Dollar Of 2027's AI Capex zerohedge.com/markets/nvidia…
Neon68 retweeted
$PENG After selling at $69 level post earning , this is coming to a full -30% correction in a week.
Now we need to find what's the good spot to get back in.
I remember as you can see on the Chart when i called it a buy it took few weeks to start the rally and most Subs hated it a bit , until they didn't lol
$PENG Offered a +70% Rally from september low to Friday high.
Its coming to the Peak AI bullrun weve seen in june that could strech a +14% until the first massive resistance.
Obvously for trader this isnt anything close to a good RR ratio entry, Ive posted in the subs section my next buy order for a new bid but for those still rising the rally you are coming close to the hard stop.
Obviously longterm you will most likely see this break thru but for those just in swing trading ive set 2 level in white for the exit plan.
The first rejection will be a good buy for the next swing , Ill post a new B1 in the Subs section and discord to find the next bid.
Neon68 retweeted
As France is burning, I keep thinking of what the UAE Foreign Minister said a few years ago 👇
He accurately predicted this.
Neon68 retweeted
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Neon68 retweeted
$MRVL CEO: Custom silicon revenue is projected to exceed $12B in FY2029, above the previous $10B target, before reaching approximately $30B in FY2031.
"We now expect custom revenue in FY '29 to more than triple from FY '28, reaching more than $12 billion and putting us well above our prior $10 billion target. Now this update to our expectation is primarily driven by the rapidly expanding XPU attach opportunity we see in front of us, including the strategic agreement that we announced in August."
Neon68 retweeted
$NOK WEEKLY RECAP (Oct. 12-17): The final stretch before Q3
1. Micro & Fundamentals
Nokia is currently in its quiet period ahead of Q3 earnings (Oct. 22). However, operations continue at full speed.
- AI-Ready Fiber & Subsea Optics (Oct. 12):
@nokia launched an industry-first flexible 16-port Multi-PON line card supporting GPON, 10G, 25G and 50G PON on every port ( delivering up to 4x lower upstream latency for AI workloads and quantum-safe encryption). Additionally, $NOK announced breakthroughs in subsea coherent pluggable optics and launched a joint AI network innovation program with Portuguese operator MEO.
- The Portfolio Cleanup: "Two down, two to go" (Oct. 13):
$NOK signed a definitive agreement to sell its Enterprise Campus Edge (ECE) unit to AURELIUS. As @Light_Reading's Iain Morris detailed this week, CEO @justinhotard is aggressively streamlining Nokia's "portfolio businesses": two units have now been divested ( FWA CPE to @inseego on Oct. 1 and ECE to AURELIUS), while the two larger remaining units - Site Implementation and Microwave Radio (together generating nearly €200M in H1 2026 revenue with a thin €2M operating profit) - remain in limbo.
At the same time, restructuring provisions have been heavily ramped up from €250M to €800M to aggressively pivot Nokia toward AI data centers, optical networks, fiber, 5/6G core software and GPU-based AI-RAN.
- Network X Awards & 5G Core (Oct. 14):
In Vienna, Nokia won two major Network X awards: "Outstanding Multi-Gigabit Fibre Access Innovation"
for the new Multi-PON line card and "Outstanding Use of AI for Broadband Network Diagnostics" for the Extended Altiplano Access Controller with Digital Twin. (Note: I will be publishing a dedicated in-depth post soon examining what it means for autonomous networks!) Meanwhile, Canadian operator @Eastlink completed its 5G Standalone Core transformation with Nokia across 1200+ sites.
- Q3 Announcement & SONiC Focus (Oct. 15-16):
On Thursday, Nokia officially confirmed the publication times for its Q3 report and transferred 2.14M own shares under its employee incentive plan (including allocations to four senior executives).
On Friday, Nokia wrapped up the OCP Global Summit week by hosting an Extended Offsite SONiC Workshop at its Sunnyvale campus.
2. Macro and Geopolitics
- Physical AI Bottlenecks : The most shared quote on @X this week came from CEO Justin Hotard: " If we could build 2x faster, our customers could build 2x faster, they probably would."
Network infrastructure remains the AI bottleneck alongside power and memory.
- Rate Pressure & The VARA AI Fund Shock :
Why did the stock pull back nearly 9% this week?(closing at €8.42 in Helsinki)
Beyond IMF global growth warnings and a hot US PPI inflation print, the AI sector was rattled on Friday by heavy liquidation rumors surrounding the VARA AI hedge fund. Fears of forced deleveraging across leveraged AI baskets triggered a broad sell-off across AI infra players.
3. Analyst Sentiment & X Social Metrics
- Consensus : Moderate buy ( 14 Buy, 3 Hold, 2 Sell)
- Avg PT : $14.12
- Social Sentiment & Flows : Social Data on X shows that daily $NOK mentions surged +68% this week to nearly 200 posts per day (outpacing peers like @Cisco), backed by a strongly bullish sentiment score of 87/100. Meanwhile, institutional positions remain solid with no signs of major dark pool distribution; Friday's pullback was strictly driven by macro and hedge fund deleveraging (VARA rumors) rather than fundamental weakness at Nokia.
Hang on...we're almost there ;-)
4. Competitor Watch
- @ericsson Q3 Earnings & Restructuring (Oct. 15) :
Rival Ericsson reported 7% organic sales growth and a strong beat on adjusted EBITA sending the stock up 11%, supported by Networks demand and retroactive IPR licensing revenues. Equally important: Ericsson warned of rising component costs next year and dismantled its standalone Enterprise Wireless Solutions division in the exact same week Nokia sold ECE to AURELIUS. Both Nordic giants are exiting fragmented enterprise edge projects to focus on core infra (bullish for industry pricing discipline).
- @Ciena at Network X (Oct.14) : While Nokia swept the fiber access and AI diagnostics categories, $CIEN took home the awards for Optical Transport and Data Center Networks, underscoring how fiercely contested the 800G/1.6T data center interconnect race remains.
5. Upcoming Catalyst
- Oct. 22 (07:00 CET): Q3 Earnings
(≈$5.67B-$5.80B expected rev., ≈$0.049-$0.08 EPS).
I'll watch for Optical Networks margins, Infinera synergy updates and 800G order book guidance, as well as Network Infra operating margin expansion (moving from 8.1% in Q2 toward the 13%-17% target) and execution on the raised 18%-20% growth guidance for Optical & IP.
6. Technical Analysis European Stock
The technical breakdown to match the fundamentals. Check out the key levels and chart update for $NOK this week by @HKIStrategies
xitter.cf/HKIStrategies/status/2…
I closely track $NOK, 6G tech and the broader AI infra boom. Drop a follow ( @HKIStrategies for the charts and more) to stay ahead of the curve - and stay tuned for my upcoming in-depth post on the Altiplano Digital Twin AI controller !
K.C.
Sources :
nokia.com/newsroom/nokia-lau…
aurelius-group.com/aurelius-…
networkxevent.com/network-x-…
stocktitan.net/news/ERIC/eri…
$NOK #Nokia #AI #Optical #DCI #Telecom
$NOK
box range.
Price continues to trade sideways,
the 200 EMA does not work as support anymore.
Following the long term structure, I expect $NOK to break above and towards pt.
$NOK pt 24€.
This is not investment advice.
xitter.cf/HKIStrategies/status/2…
Neon68 retweeted
Nobody -- and I mean NOBODY -- understands classical charting principles as much as my friend Aksel
26 years ago, when I was starting with charting/trading and investments if someone gave me this advice, I would thank him/her every single day:
Print this chart. Put it on your desk.
Expand your research/investment universe.
Look for only 1 setup. The setup that is on this chart.
Go and look for this setup, if possible, across 2000 charts.
All your trades will be executed through this basic chart pattern setup.
When you revisit the charts you will be able to identify the setup you traded again and again.
You can thank me later. Don't forget to print it.
Neon68 retweeted
Every macro print for two weeks has gone against the AI trade.
The only thing holding it up has been earnings, and the heaviest stretch of the year starts now.
$TSLA Wednesday along with $META. Then $MSFT and $GOOGL report the same day as the Fed decision on the 28th, $AMZN the 29th, $NVDA in November as the finale.
If the hyperscalers extend capex, the whole trade gets re-confirmed at maximum fear.
Time for the markets why to rip higher.
Neon68 retweeted
You can buy $PSN back near a long-term support zone after a nasty sell-off.
The market is focused on the guidance cuts and contract problems. Meanwhile, Parsons still has major exposure to cyber warfare, missile defense, space intelligence, and AI-driven national security systems.
The product side is what makes this interesting. Its Joint Cyber Hunt Kit secured a production award worth up to $750M from U.S. Cyber Command, and management has targeted 30–40% growth in its products business.
Moving beyond traditional government services into specialized hardware and software could create a better margin profile over time.
There’s more behind the thesis. Parsons secured a position on the $14B COMET missile and space intelligence contract, landed an $85M USSPACECOM headquarters advisory contract, and continues to compete for work across classified intelligence, electronic warfare, and missile defense.
These awards don’t translate into immediate revenue dollar for dollar, but they expand the pipeline of opportunities.
Bookings are another piece worth watching. Contract awards climbed 24% year over year, Federal Solutions bookings jumped 51%, and book-to-bill reached 1.2x.
The other side of the story is that management cut its 2026 revenue outlook to $6.2B–$6.5B and adjusted EBITDA guidance to $500M–$560M. The business still needs to prove it can convert demand into profitable growth.
Technically, $PSN has dropped back toward a long-term base that previously attracted buyers. If that area holds, the broken levels overhead become potential recovery targets. If support fails, a lower historical base could come back into play.
This is a recovery bet, not a flawless business. The opportunity is that the market may be pricing in recent execution problems while overlooking Parsons’ position in several critical defense technology niches.
I want to see stabilization in guidance, cleaner contract execution, and continued booking strength before calling a real turnaround.
Neon68 retweeted
🚨 $NOK — Date Correction: The error occurred while translating the original article into English. AI gpt mistakenly mentioned October 9 instead of October 15, 2026. I've shared the original news link in the comments for reference. Apologies for the confusion fam Thank you for your support 🙏
🚨 Is Nvidia Planning to Buy Nokia? $NVDA $NOK
Interesting, huh? 😻👀 Looks like $NVDA is pretty happy with $NOK 👀🤝 Could something bigger be brewing between these two? 👀
🤝 Nvidia CEO Jensen Huang highlighted Nokia’s growing role in AI infrastructure during his Stockholm visit, praising CEO Justin Hotard and the company’s long-term vision. 🧠
🔹 $1B Investment: Nvidia invested approximately $1 billion in Nokia for a 2.9% stake last year.
🔹 AI Data Centers: Huang sees potential in transforming Nokia’s global network of base stations into distributed AI computing infrastructure, bringing AI capabilities closer to users.
🔹 AI-RAN & Edge AI: Future telecom networks could evolve into AI-powered, agent-based systems, creating new opportunities for Nokia.
🔹 Finland Supercomputer: Following Nvidia’s new AI supercomputer initiative with Swedish companies, Huang expressed hope for similar projects in Finland and said Nokia would be invited to participate in relevant initiatives.
🔹 Strategic Partnership: $NVDA Nvidia is happy to work with $NOK Nokia,
👀 Could this partnership unlock bigger opportunities in AI-RAN, Edge AI, and distributed AI data centers? 🚀
Neon68 retweeted
Last two days price action on $PENG sucks especially as it looked to be the leading name of the AI trade, but I will continue to say that I believe it is the most mispriced name in the AI Data Center ecosystem.
$PENG back at levels before their blowout earnings report that led to two days of highest volume ever.
@AtlasShrug1 I won this one and then you almost got your level. I find this price to be a true gift barring the AI trade doesn't unravel. Almost liquidation type action today there. Unreal.
High margin CXL will become a dominant piece of their business, in addition to their core Integrated Memory and Advanced Compute.
Neon68 retweeted
The $PENG CEO Investor Call Takeaways and Revised FY27/28 model is now live for subscribers:
thematictrader.com/p/peng-th…
I had the pleasure of sitting on an investor call with $PENG CEO Kash Shaikh this week.
Full takeaways including CXL, revised FY27/28 model, Penguin's pricing power, Neocloud strategy, and supply estimates will be shared to subs at thematictrader.com
