Centerspace (NYSE: CSR ) is a REIT specializing in the ownership, management, acquisition, and redevelopment of apartment communities across the Midwest and Mountain West regions. Right now, the stock is down about 16% since a year ago and nearlyAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerg ...

Group 1 - The stock of Sempra (NYSE: SRE) has increased by approximately 25% since July, indicating strong market performance and potential undervaluation in a vital industry [1] - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology, which enhances the credibility of the insights provided [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, showcasing a commitment to in-depth company research [1] Group 2 - The analyst expresses a beneficial long position in Sempra shares, indicating confidence in the company's future performance [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation, ensuring an unbiased perspective [2]

Press ReleaseAccessOn Internet deploys Nokia’s AI-native Altiplano platform for new FTTH network AccessOn selects Nokia fiber solutions and AI-native access automation platform to quickly connect subscribers in North Carolina.Altiplano provides AI-powered tools to accelerate deployments, perform root-cause analysis, and guarantee the user experience; and is designed to be easily consumable by large language models (LLMs) and AI agents. 16 October 2025Espoo, Finland – Nokia today announced that AccessOn Int ...

Core Insights - The Land Transport Authority (LTA) of Singapore is enhancing its railway infrastructure by deploying Nokia's Optical LAN and IP/MPLS solutions to upgrade its video surveillance system [1][9] - This upgrade aims to improve public safety and security for millions of passengers using the railway system daily [9] Company and Industry Summary - The CCTV cameras are essential for real-time monitoring, ensuring public safety, detecting illegal activities, and managing traffic patterns across more than 50 stations [2] - Nokia's Optical LAN solution is designed to support high-speed data transmission of up to 25Gb/s, requiring 70% less cabling and 40% less power compared to traditional copper-based networks [3] - The partnership between Nokia and Hitachi Rail focuses on delivering a comprehensive solution that meets the growing demands of LTA's video surveillance and network operations [5] - The upgraded video transmission network will significantly enhance safety for millions of passengers traveling on Singapore's railways [9]

Core Insights - Nokia has extended its strategic partnership with Vodafone and Vodacom to enhance radio access network (RAN) innovation across Europe and Africa as part of Vodafone's five-year investment program [1][7] - The partnership aims to support Vodafone's goal of delivering next-generation connectivity, fostering an inclusive and sustainable digital society [1] Group 1: Partnership Details - Under the new agreement, Nokia will provide equipment from its energy-efficient AirScale RAN portfolio, including Massive MIMO radios and baseband solutions powered by ReefShark technology, improving network performance and efficiency [2] - The deployment includes the first 5G Dual-Band Massive MIMO Radio in Africa, which will enhance Vodafone's network coverage, performance, and capacity [2] Group 2: Technological Advancements - Nokia will implement the MantaRay NM, an AI-driven intelligent network management system that offers a consolidated view for optimal network monitoring and management [3] - The partnership emphasizes the need for networks to achieve new levels of performance, trust, and resilience, particularly in the context of the accelerating AI supercycle [4] Group 3: Company Background - Nokia is recognized as a B2B technology innovation leader, focusing on creating networks that are capable of sensing, thinking, and acting, while also leveraging its intellectual property and long-term research initiatives [5][6]

Company Overview - LTC Properties is a Real Estate Investment Trust (REIT) that focuses on seniors housing and skilled nursing facilities across 25 states, offering a solid monthly dividend [1] Analyst Background - The analyst has over 10 years of experience researching companies, having conducted in-depth research on more than 1000 companies across various sectors including commodities and technology [1] Investment Focus - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, where they have researched hundreds of companies, with a particular interest in metals and mining stocks, as well as comfort in other industries like consumer discretionary/staples, REITs, and utilities [1]

Core Insights - Nokia and CommScope have partnered to enhance fiber-to-the-home (FTTH) deployments in the Asia-Pacific region by integrating Nokia's Broadband Easy platform with CommScope's FLX ODN terminals, resulting in a fully digitized, end-to-end solution that improves precision, speed, and automation [1][9] Group 1: Partnership and Technology - The joint solution is available to customers across APAC and will be showcased at upcoming industry events in Paris and Bangkok [2] - CommScope's FLX ODN terminals utilize advanced indexing and connectorized technology, eliminating the need for field splicing while being modular and scalable, which, when combined with Nokia's platform, allows for centralized management of the fiber deployment process [3] - The integration of AI with Nokia's expertise in fiber network design aims to lower costs, reduce rollout times, and accelerate high-speed connectivity delivery to more homes [4] Group 2: Strategic Initiatives - Nokia is actively expanding its portfolio, recently collaborating with Supermicro to provide AI-optimized data center networking solutions for various sectors [5] - A contract with Extreme Broadband and its subsidiary Open DC aims to enhance AI data center performance and security in Malaysia, aligning with the National Cloud Computing Policy [6] Group 3: Challenges and Market Position - Despite advancements, Nokia faces challenges in its Mobile Networks segment, which is impacting revenue growth, alongside exposure to political and economic disruptions and stiff competition in the wireless equipment market [7] - Nokia currently holds a Zacks Rank of 4 (Sell), with its stock gaining 20.9% over the past year, compared to a 37.3% increase in the Wireless Equipment industry [8]

Core Insights - Nokia has launched new high-capacity shelves for the 1830 Photonic Service Switch (PSS-hc) to address increasing bandwidth demands, offering up to three times higher density and up to 60% lower power consumption per bit [1][9] - The new shelves, including the PSS-10hc and PSS-4hc, provide a seamless upgrade path for existing customers, integrating into current deployments without disruption [2][9] - The 1830 PSS-hc shelves are designed to support high-speed services driven by cloud, AI, video, enterprise, and mobile services, delivering up to 12Tb/s per slot [2][4] Product Features - The 1830 PSS-hc shelves enhance support for high-density deployment of the latest generations of embedded and coherent optical engines [2][9] - The design includes support for higher power and front-to-back airflow, improving operational efficiency [2] - The commercial availability of the new shelves is expected in Q2-2026, with customer trials commencing in late 2025 [5] Industry Context - The introduction of the 1830 PSS-hc shelves is seen as a critical evolution in the optical transport market, enabling operators to scale bandwidth more cost-effectively [4][9] - The product aims to help operators rapidly deploy high-speed services to meet growing customer demand in the era of AI [4]

Core Insights - Nokia has launched new high-capacity shelves for the 1830 Photonic Service Switch (PSS-hc) to address increasing bandwidth demands, offering up to three times higher density and up to 60% lower power consumption per bit [1][9] - The new shelves, including the PSS-10hc and PSS-4hc, provide a seamless upgrade path for existing 1830 PSS customers, integrating into current deployments without disruption [2][9] - The 1830 PSS-hc shelves are designed to support high-speed services driven by cloud, AI, video, enterprise, and mobile services, delivering up to 12Tb/s per slot [2][4] Product Features - The new shelves enhance support for high-density deployment of the latest generations of embedded and coherent optical engines, allowing operators to scale their networks more cost-effectively [2][9] - The design includes support for higher power and front-to-back airflow, which improves operational efficiency [2] - Customer trials for the Nokia 1830 PSS-HC shelves are set to begin in late 2025, with commercial availability expected in Q2-2026 [5] Industry Context - The introduction of the 1830 PSS-hc shelves is seen as a critical evolution in the optical transport market, enabling operators to rapidly deploy high-speed services to meet growing customer demand [4] - The product aligns with the industry's need for cost-effective bandwidth scaling in the era of AI, where demand for high-capacity networks is surging [4][9]

Press ReleaseNokia MEA Mobile Broadband Index 2025: Accelerating 5G investments in MEA fuels data demand and digital revolution 5G subscriptions in MEA expected to reach 605 million by 2030, representing 25% of total mobile connections and 53% of total mobile data traffic.Steady expansion of Fixed Wireless Access (FWA) is observed across regions, as 5G FWA adoption gathers pace.CSPs are unlocking 5G monetization by delivering tailored consumer experiences and industry-specific solutions powered by slicing a ...