Nvidia takes $1B stake in Nokia

greatgib wrote: post #3

Maybe they got so much money with the AI boom that they don't know anymore what to do with the cash at hand and so starts to invest it in direct now.

I was reading an article earlier today that said passive investing is more than 50% of the market--and since most ETFs allocate by market cap, it causes a reinforcing feedback loop for market cap leaders.

Re: Nvidia takes $1B stake in Nokia

#7

Post by stevehawk » Tue, Oct 28, 2025, 4:17 PM UTC

greatgib wrote: post #3

Maybe they got so much money with the AI boom that they don't know anymore what to do with the cash at hand and so starts to invest it in direct now.

they need to ensure future, potential customers and the best way to do that is to own them and tell them to buy your goods.

in five years, NVDA's business strategy will be like CocaCola's, forcing bottlers to buy their syrups.

Re: Nvidia takes $1B stake in Nokia

#8

Post by dustbunny » Tue, Oct 28, 2025, 4:19 PM UTC

I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well.

It's like "if your going to sell chips to China, you have to spend some of the money funding non-Chinese tech".

Nokia's capabilities to deliver 5G networks is a direct competitor to Huawei, right?

Is Nvidia functionally an strategic hedge fund of the US Government? Would this fall under Jeffrey Sach's realm?

Re: Nvidia takes $1B stake in Nokia

#9

Post by bgwalter » Tue, Oct 28, 2025, 4:19 PM UTC

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?

Re: Nvidia takes $1B stake in Nokia

#10

Post by hypeatei » Tue, Oct 28, 2025, 4:22 PM UTC

The bubble burst is going to be devastating for these smaller companies caught up in the frenzy. I'm staying invested in companies like Alphabet that are taking part in the race but offer more than just AI hopium.