NOK JPMorgan argued Nokia's revenue potential in AI has been overlooked by the market. Consensus estimates are underestimating the strength

NOK JPMorgan argued Nokia's revenue potential in AI has been overlooked by the market. Consensus estimates are underestimating the strength of the networking company's order book for 2027 and 2028, according to analysts. Earlier this year, Nokia started to look interesting to me. I am also looking at fellow networking play CSCO Cisco, which has given up a lot of its recent most post-earnings. We exited Cisco in March, partially to replenish our cash position. - per Cramer Investing Club Newsletter