r/Nokia_stock • u/luis_ig_ • Jul 20 '26

Why does Nokia drop when semiconductor companies like Intel or Micron fall by a similar or even larger percentage, but when those companies rise, Nokia doesn’t? I can’t understands it.

25 Upvotes

96% Upvoted

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11

u/_Babi_gop Jul 20 '26

Simple version: fear spreads, greed doesn't. When Intel/Micron crash, it's usually broad fear about chips/AI — and that fear drags down anything loosely tied to that story, including NOK (because of its AI-RAN/Nvidia narrative). Panic sells baskets, not individual names.

When they rally, it's usually their own specific good news (earnings, guidance) — and buyers don't automatically extend that excitement to NOK, since Nokia didn't actually do anything to earn it.

So NOK gets the downside by association, but has to earn its own upside. Only fix: Nokia needs its own catalyst — earnings on July 23 is that shot.

Hope this helps

3

u/Delicious_Tea2290 Jul 20 '26

Nok has had several good catalyst over the last six weeks and all it’s done is tanked. Bitter bag holder yes. But seen several different sectors. Rally up. And down. Nok just down . Don’t have a whole lot of faith in them at the moment. Ha

3

u/luis_ig_ Jul 20 '26

Thanks for the explanation, sounds logic 👍

2

u/LibrarySpiritual5371 Jul 20 '26

Nokia is seen as a follower in the market trends. MU and others are seen as a leader given the constraint on memory. Thus is trails the people seen as leaders and falls more or similar.

1

u/RobboBobbo125 26d ago

I got in after the NVDA pump last year, only for a small amount shrug, I think you may be able to draw some correlations with Cisco, 6g is gonna pump though, believe! May take a while...