Live data from Hacker News

Nvidia takes $1B stake in Nokia

cnbc.com

141–150 of 206 posts

Re: Nvidia takes $1B stake in Nokia

#141

Earlier quoted context omitted.

Stock values go up when people buying stocks expect them to go up. Stock values go down when people holding stocks expect them to go down.

Why would you hold a stock if you think it should go down? If you think the stock is valuable but in the near term should go down, why not sell and then buy in increments as it goes down?

Because not everyone is in it for the short term.

Tax reasons might be one as well, long term capital gains are taxed less.

There are few investors that can spend the time it takes to be active like that.

Most people buying individual stocks are better of buying ETFs anyway.

In the end it's a choice on what to spend your time on.

Re: Nvidia takes $1B stake in Nokia

#142

Earlier quoted context omitted.

Stock values go up when people buying stocks expect them to go up. Stock values go down when people holding stocks expect them to go down.

Why would you hold a stock if you think it should go down? If you think the stock is valuable but in the near term should go down, why not sell and then buy in increments as it goes down?

Indeed. Since most stock are mostly held by institutional investors, prices are heavily guided by sentiment.

Except when they aren’t, see GameStop and Beyond Meat.

Re: Nvidia takes $1B stake in Nokia

#143
post #38
post #34

Earlier quoted context omitted.

Yes they did, a few Symbian models used touch, as did original Maemo device that only did wlan initially. https://en.wikipedia.org/wiki/Nokia_7710 https://en.wikipedia.org/wiki/Nokia_770_Internet_Tablet

All the Symbian devices used resistive touch screens, though, didn't they? E.g. the Sony Ericsson Vivaz. So the user experience was not quite the same as with capacitive touch.

No, there were quite a few Symbian models which used capacitive touch, combined with a modern Qt based Symbian OS. Check out "Symbian Belle" and the phone models released with that OS version. I loved my Nokia 603 :)

But I think they only released such models with Symbian for a couple of years, before switching to Meego and then later Windows Mobile OS.

Re: Nvidia takes $1B stake in Nokia

#144
post #59

What exactly is "AI-RAN"?

AI-RAN is the strategic play here because it's unknown (outside of research lab NDAs ?) what potential real-time physical AI/ML implementation will have on the future of edge processing like organizing the low-layer 6G spectrum contention mechanisms. It's a near certainty that custom AI accelerators are a part of every radio base station in the near future so this is not cash investment but a new product line Joint Venture similar to the Intel story.

Re: Nvidia takes $1B stake in Nokia

#145
post #140

Earlier quoted context omitted.

What do you imply with "atleast its a nato country"? Its not like finland have ever been anti-west, if this was your point. Nato alone does not imply pro-west (the US/trump leadership being the prime example)

I think the context is clear from what was written: > As the other global options for network hardware are Ericsson, Samsung and Huawei, Nokia is the closest to a “Made in USA” solution. Its HQ is in Finland but at least it’s a NATO country now. i.e. with the current US administration, a "Made in USA" solution to critical infrasctructure would likely be seen as ideal; and viewed through this lens, when the other opti…

How is Sweden worse than Finland? Considering they both are neighbors and have been a neutral country? (technically Sweden has been for longer).

Re: Nvidia takes $1B stake in Nokia

#146
post #38

Earlier quoted context omitted.

All the Symbian devices used resistive touch screens, though, didn't they? E.g. the Sony Ericsson Vivaz. So the user experience was not quite the same as with capacitive touch.

No, there were quite a few Symbian models which used capacitive touch, combined with a modern Qt based Symbian OS. Check out "Symbian Belle" and the phone models released with that OS version. I loved my Nokia 603 :) But I think they only released such models with Symbian for a couple of years, before switching to Meego and then later Windows Mobile OS.

They were in parallel, due to the whole Symbian vs Linux politics at Nokia between teams, both platforms got ramped down to Windows Phone 7 introduction and burning platforms memo.

The N900 was released more for a question of honour than anything.

Re: Nvidia takes $1B stake in Nokia

#147

Earlier quoted context omitted.

Why would you hold a stock if you think it should go down? If you think the stock is valuable but in the near term should go down, why not sell and then buy in increments as it goes down?

Indeed. Since most stock are mostly held by institutional investors, prices are heavily guided by sentiment. Except when they aren’t, see GameStop and Beyond Meat.

Prices are heavily guided by sentiment. Nobody said sentiment HAS to be tied to the entity's fundamentals. GameStop stock moved due to sentiment external to the entity itself.

Re: Nvidia takes $1B stake in Nokia

#148

Nvidia seems to be operating more like a sovereign wealth fund than a traditional business. They have a very-in-demand product, that is not likely to last forever, and is getting their fingers in as many pies as possible with the money and influence while they have it.

Yes but they're using this fund to prop up their core business (and share price) by artificially creating demand for their own products. Most of the money that they invest comes back to them when these companies buy GPUs.

Re: Nvidia takes $1B stake in Nokia

#149

Earlier quoted context omitted.

Demand for chips has only increased since their invention and never gone down, much less "to zero." Chips are a critical part of the tech business for the foreseeable future, regardless of what happens with AI or any other use case for them. They're raw material for computing, and computing use only goes up.

Man, I feel old. I remember feeling this way during dot-com bubble. The few months of unemployment grounded me. Anyway, better positioned this time. History is a good teacher.

This time the bubble has companies firing tens of thousands of employees because they think AI has made then redundant. When the bubble popped the first time, the internet thing stuck around and was a permanent change, popping the bubble wasn't a return to the status quo. I wonder how it will work out this time.

Re: Nvidia takes $1B stake in Nokia

#150
post #9

Microsoft (Elop and Ballmer) ruined Nokia's cell phone line that led to massive layoffs. Let's see if this investment leads to the final elimination of an EU tech company. Why does Finland permit this?

NOKIA IS NOT PHONE COMPANY. Never have been. They produce ayt of telecom stuff. Nokia was never ruined.

You are probably trolling, but if you cannot read Wikipedia yourself:

https://en.wikipedia.org/wiki/Nokia

"In 1998 alone, the company had sales revenue of $20 billion, making $2.6 billion profit. By 2000, Nokia employed over 55,000 people and had a market share of 30% in the mobile phone market, almost twice as large as its nearest competitor, Motorola."

The mobile phone business was ruined (perhaps they should have used Android), therefore caution about new foreign influence is warranted.

Post reply on HN