The investor holds an all-in position in $NOK at an average cost of $10.65, totaling 5,018 shares valued around $54,950, ahead of pre-market earnings.

The investment thesis centers on $NOK as an AI infrastructure play involving optical networking, EdgeAI, a partnership with Nvidia, and an upcoming collaboration with Nvidia to build AI-native 6G.

The author acknowledges earnings are a coin-flip with an implied options movement of approximately 11% to 11.7%, but maintains a bullish outlook based on insider buying, options flow, and long-term potential.