NOK & BB might be the most misunderstood AI plays on the market right now

Nokia is building AI-era network infrastructure.

BlackBerry is securing AI-era machines.

That’s the thesis.

Nokia:
• AI data center networking boom
• Nvidia + AWS partnerships
• AI-RAN + 6G positioning
• AI/cloud orders surging

BlackBerry:
• QNX in 275M+ vehicles
• AI-driven cybersecurity demand rising
• Autonomous vehicle + embedded software exposure
• Turnaround officially “complete”

Both companies spent the last decade getting laughed at while quietly rebuilding.

Now AI may have given both a second life.

Everyone wants “the next Nvidia” but sometimes the real money is made buying hated companies before the narrative flips.

NOK and BB feel exactly like that setup to me.

2030 could look VERY different from today.

Disclaimer: I am long on both NOK and BB and plan to hold through 2030.