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After finishing the previous post, the most frequently asked question in the 24 comments is the same: Why are you optimistic about Nokia $NOK ? Here is a positive answer. The logic can be explained in three sentences. First, no one mentions its position in the market. Nvidia, Coherent, and Fabrinet are involved in optical communication inside data center racks. Nokia is focused on how to interconnect dozens of large-scale data center nodes worldwide, including backbone optical networks and IP routing.