Telefonaktiebolaget LM Ericsson (publ) in 2 stories
The narratives ERIC-B.ST currently appears in, with its side and exposure in each.
Bull side
1 story- Satellites Turn Every Phone Into a Terminal
ERIC-B.ST in “Satellites Turn Every Phone Into a Terminal”
FadingExposure: not rated yetDirect-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.
Ericsson can supply carrier-grade technology connecting satellite coverage with existing 5G networks and billing systems.
Bear side
1 story- AI Data Centers Go Optical
ERIC-B.ST in “AI Data Centers Go Optical”
FadingExposure: not rated yetScaling AI clusters now depends on photons moving data faster than copper can.
Ericsson remains concentrated in slower-growing mobile carrier infrastructure while AI networking spending flows toward data-center optics.