The author holds a 100% portfolio position in $NOK (5,018.3 shares valued at $54,448.60 with an average cost of $10.65) and notes that the last day to buy before earnings is tomorrow. $NOK is highlighted as having a competitive advantage due to in-house laser manufacturing and InP fab capabilities, insulating it from industry-wide cost fluctuations and lead-time issues affecting competitors like $CSCO, $ANET, $NVDA, and $LITE. Furthermore, $NOK is ramping up volume production into 2027 with a monolithic ICE-D's PIC approach that claims a 75% power reduction and 3.2Tb/s performance.