Reddit Posts
Copper Outlook: Constructive to bullish medium-term outlook, with prices likely staying elevated and volatile.
Rate my Roth IRA split, just opened my account and haven’t put anything in yet, just looking for advice.
The Copper Trade Is Starting To Look Bigger Than Just Copper Prices
Are Critical Minerals Becoming A Policy-Backed Investment Theme?
The Copper Market Looks Comfortable On Some Headlines, But Mine Supply Still Looks Tight
How Are People Thinking About Copper If The Grid Buildout Keeps Accelerating?
Future Tech Still Needs Old-School Metals. How Are People Thinking About Copper Exposure?
The 2026 copper deficit playbook -- FCX, SCCO, TECK, and the secondary market name nobody's pricing in yet
Copper stocks 2026 -- The supply deficit is real, here's the full breakdown and which names are worth watching across the market cap spectrum
Gold Producer, Luca Mining (LUCA.v LUCMF), Adds US$14M from Warrant Exercises, Cash Balance Hits US$21M Yesterday as Debt Halves in 2025 and Solactive Index Inclusion Confirmed for May 1
Copper is the #1 Medium to Long Term Opportunity Out There, Here's Why
Challenge my Thesis, "Copper is the Opportunity of the Decade"
[MINING THREAD] What are some of the best precious/industrial metal pennystock buys rn? Set me straight fellas
Cleveland Cliffs $CLF - The Infrastructure Steel Play
Play with the commodity super cycle: let us find miners!
Mentions
You mentioned copper, so why not COPX? At least it pays a dividend.
Buy calls on COPX until it runs to 90ish, sell and buy puts=easy money
I was in COPX last year but bailed way too early at $65 :/
Fukkkkk I had a shiton of COPX
The copper squeeze has a lot to do with Trump tariffs which is a binary event. The fundamentals are also kind of falling apart on the back end - if the AI stocks are all selling off because data centers aren't getting built the same will ultimately happen to copper. Holding my FCX at 30 still but my COPX I have my finger on the sell trigger if we break down.
COPX +5% best action in my port today
I'm betting long on COPX myself, so I know the feeling for a slow burn. Renewables are unfortunately heavily limited on where they can be deployed. They are great but the red tape involved makes it cumbersome to rely on to resolve this issue. Personally, I think nuclear is the better answer to the grid issues in the short term but that has it's own challenges. However, the energy density in terms of square footage to generate power, nuclear is going to out perform renewables. The unfortunate reality is that renewables need a lot of space to generate a lot of power. You can't squeeze in a few solar panels on the roof of a data center and expect it to be enough. My hope is that AI will prompt a massive surge in renewables, like turning deserts into massive power farms. Because as I see it, this is likely the only way they get the power they need. Otherwise, they will turn to fossil fuels and that is already heavily constrained in supply due to the phasing out over the years.
Bought GDX SIL COPX during that dip thank God it saved my entire port
Im up 45% in COPX lmao wish I had bought more
COPX is junk, agree on FCX, NEM is also good
Do not pay down the mortgage unless you are expecting to make less than 6% annually on your invested returns. I’m assuming your household income is too high for an after tax Roth. If not take advantage of putting the $7500 in there. And for the love of god, do not put 100% in the S&P while it sits at all time highs, Most countries are at record highs with their national debt and nobody else is buying the US debt right now as they have to pay their own debt, interest rates are going to rise once Oil’s price discovery happens well north of $100/barrel. This is just a few bullet points against the S&P being a good investment over the next 10 years and why you should diversify. Try to at least put a little money into commodities and foreign markets as the dollar will eventually get devalued. ( SLX, SLJ, COPX, URA, URNM, USO etc… ). This is another bullet point against going 100% S&P. But any of the financial vehicles listed above from other responses will perform just fine compared to their peers, and all offer a variety of investment vehicles.
I’m looking at COPX, any advice? What’s driving the boom and bust in copper this year?
Someone told me to buy CMC, bought it and lost a bit of money but got out before it crashed hard. Now it’s at 61.7, which makes it seem a lot better of a deal. Should I get it, wait for it to go lower, or just get COPX?
As a sanity check, why shouldn’t I just assume COPX will bounce back yet again to 90 and buy it right now?
I’d appreciate some help breaking down the difference between how a stock chart and a more concrete analysis. As an example, COPX and copper, they’ve been bouncing around since the start of the year, making it seem like “oh yeah I should just buy now and sell when it bounces back to 90.” Where do I start in coming up with an actual understanding of its behavior in the next month or two?
My portfolio the last year was entirely on an international index fund that did very well. At this point, which I think is the peak, I recently sold everything. I'm sitting on 70% cash, but have recently used 30% of portfolio to buy the dips in gold (IAU), copper mining (COPX), oil & gas (FSENX), and a software (FSCSX). Feels pretty good.
Is it too late to buy copper? Looking at either ICOP or COPX
Copper miners, $COPX
NFA i personally just buy ETF’s POWR NLR DCTR COPX. Energy is the biggest bottleneck. the new data center in utah uses 9 gigawatts to run. The entire state uses 4 gigawatts lol
COPX is a nice etf for this
SCOP - physical copper ETF. COPX - mining ETF. SCCO - one of the commonly mentioned miners on reddit.
$COPX. Loading up on 2028 calls.
It’s wild, wild times, bro. Every time I get out though I regret sitting on the sidelines because it just never slows down. I am personally investing in ETFs in things that are going to be absolutely needed in the future. So, some of my ETFs include: URA, NLR, COPX, ICLN. They are long plays for me so I am not really worried about short term. However, my long plays investments that have really take off ever since the recent trip to the moon are the NASA ETF and I was also invested in VOYG and LUNR. Damn if I was a bigger risk taker and had put more in those two I would be have serious bank right now!!
NRED is a scam ticker being pumped relentlessly Just stick with big bois like FCX or TECK. If you want a basket of miners, COPX is your play. Explorers tend to go bust, A LOT. The only people who make money are those who load up when it's trading for pennies and then unload it onto future bagholders as the ticker skyrockets on hope 
Jan 2027 $COPX Calls looking pretty cheap
i'd recompose it to this: PDD ESTC FIG UPWK COPX CROX WMT
I'm in COPX COPP COPJ and chillin' But also buying up all kinds of random rare earth and mining tickers when the vibe feels right lol
People really need to just buy COPX
So... buy GLD, SLV, XME, COPX?? Spill the beans.
Monday copper and metals gonna go super low, copper was at ATH recently. I think. COPX could go below $80. $110c earlier this week we’re already pretty cheap imo, but now the share price has drops a lot; so even better price. People really don’t understand just how huge of a deficit we have in copper production. Easy no brainer tbh
Sony Jan 2028 $25c COPX Jan 2028 calls $110c
I started with options and it was not until I switched to trading Futures that I became consistently profitable. I learned to trade the MES which is micro mini S and P index and with Ninja trader you can start with one contract. It required just 500 to start and I focused initially on making 50 or a ten point move consistently twice a day. This moves a lot more than that but I figured that was a hundred a day which is 500 a week. Once you are profitable consistently you use profits to buy stock in companies like GOOGL and NVDA. Right now I like IGV and copper COPX. This way I use profits to fund my long term and pay myself each week. Since starting I learned the MNQ which is correlated to QQQ and the M2K which correlates to Russell. One can make much more but I am retired and do thi is a Roth so no taxes really.
Copper is abundant, demand might go up but they’ll just produce more Made some decent money on COPX last year tho
Actually, if you want more leverage to the copper price via operating companies, COPJ, the junior miners ETF is the way to go. This is higher beta than COPX or ICOP.
I understand that. I'm asking the specific rally in copper today. Long COPX currently and went from red to up big by mid day.
I opened SLV, SIVR, COPX & NVDA calls today wish me luck!
COPX, it’s more aggressive, higher beta pure copper play. Copper rips, it will outperform out of the 2.
Why would you recommend COPX v ICOP?
Haha it’s wild how "old school" commodities are the only thing keeping the "new school" tech boom alive. Real talk though, if you're looking to play this, the individual miners like Freeport or Southern Copper are great but the political risk in places like Chile and Peru is no joke. I usually just stick to the COPX ETF to get broad exposure without having to worry about a single mine getting nationalized or hit by a strike overnight haha.
VOO and Spy are essentially the same. No diversity there. I just made this portfolio recently. Maybe take a look. -International ———-32% VCN10% (Canadian) IDVO10% XEF 5% XEC 7% -S&P————————23% Vfv-23% -NASDAQ——————5% TQQQ5% -Nuclear——————-5% NUKZ5% -Bitcoin———————5% Mstr 5% -Precious Metals ——15% GLDM5% SLV5% COPX5% -Semiconductors ——15% SMH 15%
I buy and hold both XLE and URNM and also COPX (energy tangential)
My portfolio is built around the Kardeshev scale, specifically the idea that a type one civilization uses massive amounts of energy. QQQM targets the major companies, SOXQ targets computing power, URNM targets future energy, XLE targets current energy, COPX targets energy transmission, SHLD targets the global defense of all that stuff and XLV targets the health of all individuals involved.
And this is why I buy COPX lol
My greenest day in a while. Corn + FIG + ESTC, only COPX is down
I'm in COPX. Going to continue to buy over next 2-3 years. Er I mean full port spy 0dte
I hold the following at 5% each in my wife's Roth: PAVE, VST, VRT, NVL, DTRC, PANW, IREN, COPX. Hold SOXQ at 17%. Captures data center from start to finish. Obviously, there are areas that these don't cover but this gives a good laddering of process. Not including SOXQ, there is almost no overlap
Global X Copper Miners ETF (COPX) iShares Copper and Metals Mining ETF (ICOP) Sprott Copper Miners ETF (COPP) United States Copper Index Fund (CPER)
Ive read up about CPER and COPX. Im still very unsure which is better for long term investment. Would appreciate if someone can shed some light for me. Thank you!
I’m up 9.5% YTD. QQQM, SOXQ, URNM, XLE and two small satellites in COPX and SHLD.
180 SPY calls expiring tomorrow 20 USO puts expiring tomorrow 20 COPX calls expiring mid May Sometimes, you just win.
My buys of the week: MDB, SNOW, CRM, COPX, FIG, SOFI
If the strait looks like it’s going to open, which it seems like that is the direction of things, then for the moment that eliminates my main issue adding to silver and copper miners. So I added a bit of SIL and COPX. It also adds positive momentum in the eastern hemisphere, particularly for places that have been struggling like Australia and Japan. The damage is done for now with regards to helium, so I’m still bearish on chip manufacturing for the moment. And I do have a real concerns still about the timing of fertilizer delivery. And I still think the US could be headed for a resource crunch depending on how things shake out-so I’m staying away from VOO for the time being. That said I did put a chunk into VXUS. We’ll see what happens. It got hit hard by this so hypothetically it could have the quickest rebound. I would expect oil to settle somewhere a bit higher than it was, but not nearly as high as it is.
This last year has been VERY good to me regarding GLD and COPX, and I look forward to continued wealth accumulation from gold and copper sectors. Let's not beat around the bush. Basing an argument on 'correlations' is at the very BOTTOM of argument strength. Power bottom, much? :) That's why noone is throwing data back at you because you have yet to provide anything worthwhile. I mean, if you're so down on gold, post your positions, and let's see who ends up being right. Best of luck!
I go the ETF route. I do the mining companies such as in GDX, SIL, COPX and URA (gold, silver, copper and uranium respectively). You could do ETFs that actually track the price like GLD and SLV. It's a matter of preference really.
Thanks for sharing more of your perspective here. I’ve been watching it a little, but I’m not yet convinced by the rare earths thesis either. I want to try to understand what I’m investing in before I start real positions and I guess taken the time to sit down and go through it. Tungsten has sparked my interest the most and I have a few baby watching positions (1-10 shares) but I’m not ready to dig in yet. In contrast uranium was a straight forward enough play for me to start in a few years back and (ha!) so is copper. Funny you mention copper, it seems like an even more of a straightforward investment case than uranium, and after watching a few companies for awhile I had started my first real position in copper with the COPX etf a few months ago with the intention to eventually create real positions in 2 or 3 companies in copper. This war is dragging things down. I had trouble sleeping last night, and spent some of my hours awake digging back into EnCore after you mentioned it and a few other uranium companies, mostly based in the US.
I used on quite a bit of COPX but dropped it when metals started tanking. I'll wait till after summer because if the world heads into a recession, industrial metals may not do so well.
I bought COPX after looking into deficit projections but im down bad on it atm. Seems my setup fir 2026 is going to be delayed till 2027 but thats ok.
buying the dip on COPX and ICOP... after having bought some at 20% higher. Its called "averaging down" I hear...
I fr bought COPX at the absolute top in a joint account with my wife. Most embarrassing shit ever lmao
Hmm I like copper but just stick to the ETFs and hold COPJ COPP COPX (too many tickers to choose from and feel like I was too late to jump into the giants like FCX/SCCO)
+7% YTD Most of portfolio was GRID, PPH, NVDA, COPX Sold everything on February, 25 I was expecting the attack on Iran by 🧃 forces. Sometimes the only winning move is not to play. Very sad that 🥭 started this war. Currently expecting 🥭 start a new step "Boots on the ground". He just need some justification for this attack
+7% YTD Most of portfolio was GRID, PPH, NVDA, COPX Sold everything on February, 25 I was expecting the attack on Iran by 🧃 forces. Sometimes the only winning move is not to play. Very sad that 🥭 started this war. Currently expecting 🥭 start a new step "Boots on the ground". He just need some justification for this attack
PBDC was mentioned below COPX is an option. * **PDBC:** Invests in liquid futures contracts across a broad spectrum of commodities, including energy (oil, gas), precious metals (gold, silver), industrial metals, and agriculture. It is actively managed to minimize the cost of rolling futures contracts ("contango"). * **COPX:** Invests in a portfolio of stocks of companies involved in copper mining, smelting, and refining. It is a passive, index-tracking fund that behaves more like an equity ETF than a raw commodity fund.
I would be the one to move most of my money the Thurs before the war. Getting crushed on COPX and well everything
trades for today: selling COPX for 2% gain, going risk off.
i'm gonna go risk off... selling off my COPX today for a 2% gain
selling my COPX to break even, that's what i call risk management
selling my COPX today to break even. going risk-off
check out COPX Get fucking long, boyos.
Glad I bought some WMT and COPX a week ago… hedging
Yea it’s not like it’s a hidden gem. CENX, SETM, COPX, and TFPM have all been holding my portfolio up while the S&P has been going sideways.
COPX was being talked about everywhere during the gold and silver bull run
AI/data centers are a real copper tailwind, but I'd separate the "AI narrative" from the broader electrification + grid-upgrade cycle. - Data centers pull a lot of power, but the big copper sink is generation + transmission buildout (substations, transformers, cable) plus EV/renewables. AI accelerates some of that, but it's not the only driver. - COPX (miners) is still a leveraged equity bet: geopolitics, capex, cost inflation, FX, grades, permitting. A copper bull market can still be ugly for a specific miner. - What I'd watch to sanity-check the thesis: LME/COMEX inventory trends, project pipeline/capex announcements, and whether price strength is coming with real physical tightness vs macro/spec positioning. Net: "picks and shovels" can make sense, but it's still cyclical and not a pure AI proxy.
COPX up 140% in the past year, no need to stack physical.
COPX is for miners which has more potential upside but also carries more volatility. I’m on CPER for copper and PHO for water Dyor, there’s tons of options out there
Which etfs? COPX for copper i'm guessing? But which one for water?
I’m down 7% on my COPX shares. Even worse on my PPLT lmao
UUUU, JNUG, COPX, SIL. I think SLV still might have the most upside, with all this tariff fuckery and war in Iran about to break out
Because they were on Lumen Optic Fiber Technology [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster)
Webull will need Fiber Optic: [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster)
Buy the AI super highway to make all that money lost at wanna be Target: [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster) https://preview.redd.it/e84pyhc50ikg1.jpeg?width=1225&format=pjpg&auto=webp&s=4d19d62db9af62bcf692ab1eb29947b5d1aa8f38
Buy LUMN: [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster) https://preview.redd.it/wwxv9blxzhkg1.jpeg?width=1225&format=pjpg&auto=webp&s=cf293a5fa9d522417d5ec8ff3c33a36ecc815044
Netflix and AI agents gonna need a ALOT of OPTIC FIBER: [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. https://preview.redd.it/am4wrd6mzhkg1.jpeg?width=1225&format=pjpg&auto=webp&s=fc1b5f90ff26bd49284ef67c00032acc1c406656 [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster)
[LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. h[ttps://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster) https://preview.redd.it/lm63i994yhkg1.jpeg?width=1225&format=pjpg&auto=webp&s=09d7f463f4caaafe8192a4c493e34df9f3aac682