The speaker picks Nokia: its spectrum-efficiency goal targets pilot deployment at the end of this year and commercial availability in 2027; AI data centers are its fastest growth area, with last-quarter AI/cloud sales more than doubling and optical networking/IP expected to grow 25% or more next year. Nvidia invested $1 billion at $6 per share last year, and Nokia now trades around $8 and below the S&P 500's 19 forward P/E.

Nokia's goal is to achieve double the frequency spectrum efficiency , or in simpler terms, they want to transmit twice the amount of data across the same airwave bands, with pilot deployment starting at the end of this year and commercial availability in 2027.

That's why my choice here is Nokia stock, symbol NOK. Nvidia invested $1 billion in Nokia shares at $6 per share last year, and today it is trading at around $8. Nokia's fastest growth comes from AI data centers .

In the last quarter, their sales to AI and cloud customers more than doubled, and they expect their business in optical networking and IP to grow by 25% or more next year.

For the infrastructure we actually rely on every day, such as factory robots to make our goods and communication networks to keep us connected, I prefer Cognex and Nokia.

Shares of Nokia, Uber, and Nvidia are all trading below the S&P 500's forward price-to-earnings ratio of 19.