The night session has added positions again $NOK

Many people still see it as a traditional operator
But I think the real change in this stock is not its performance
It's that the narrative has already changed
Indium phosphide in the US mainland
AI RAN
Optical communication
Putting these words together
NOK is no longer just an old telecom company
But a revaluation target of AI communication infrastructure
The most important thing is
From the end of March to now, only doubled
In the AI narrative
This really doesn't count as a full rise
Old Huang has already proven on Marvell before
The market will reprice the AI communication chain
If NOK is truly regarded by funds as the next hot stock
It’s not about chasing high now
But waiting for the market to react
What I bought is not the traditional telecom operator NOK
It's the revaluation of it transforming from an old telecom giant
Into an AI communication asset
This is not investment advice
Just recording my own position-adding logic