LUMN

DylPyckle6

This happened to me with LUMN. Bought around 12-14 back when dividend was 10%. They eliminated the dividend and it sunk hard and bottomed below $1. I doubled down around $1 because why tf not. Rallied back after a new CEO came in and currently in the 6s. If I did the math, it'd probably be breakeven at this point, maybe a little profit since I sold call options on half the shares a few times and got them called away a year or so ago. Still have half the original position.

KDingo2

LUMN Earnings rally begins now. 8/6 Earnings. 📈

KDingo2

LUMN in the buy zone

Grand-Flatworm6257

\*Looks at unloved stepchilds LUMN KEEL n HIVE\* I knew they were up to no good [https://i.postimg.cc/rFFzv5Yh/Screenshot-20260705-210130-Brave.jpg](https://i.postimg.cc/rFFzv5Yh/Screenshot-20260705-210130-Brave.jpg)

Violent_Milk

Until the stock drops further and your dividend greed costs you money. I got fucked over by LUMN chasing high dividends a few years ago.

Optimal_Image5192

Yeah I think names like $LUMN, $SHEN, etc are still attractive (at least to me), but with recent rate hike concerns they’re getting sold off because they’re debt heavy. I struggled a bit on that, but ultimately decided to keep $SHEN because my thesis or opinion (whatever conveys not financial advice lol) is that they’ll break out of the heavy debt with datacenter partnerships/contracts. Let’s see how this plays out.

AncientGrab1106

LUMN

InitiativeGlum2507

LUMN 8.55 lol

False_Secret1108

LUMN real space stock to 50 easily

dwoj206

so... not LUMN, MRVL, or any other pure play in the space? it's WOLF?

TonyyD23

I’d take $KEEL over $LUMN, but good luck!

Ok-Strength6668

No relevant posts about LUMN in 4 months and there was not even a thesis then.

Ok-Strength6668

Yolo $LUMN. It's my only trade right now. https://preview.redd.it/vm3t2e8glp3h1.png?width=1075&format=png&auto=webp&s=b5bc77c7797053a9b84e2ebf3a96c2fcbef3061d

newtownkid

Physical data networks - I’ve been going hard on LUMN.

Ok-Strength6668

$LUMN small account yolo. Fiber optic networking to the moon. https://preview.redd.it/cm7y62kl2p3h1.png?width=1080&format=png&auto=webp&s=b9df440c488eabb5af650a302c20f95fe068288c

Ok-Strength6668

All in on $LUMN. The rotation into the fiber stocks helping the AI build out is inevitable. https://preview.redd.it/8gq30xxbjk3h1.png?width=1073&format=png&auto=webp&s=2824c7eb8710c32cabd428afe7b1c3139818b4f4

Ok-Strength6668

Just bought 50 $10 calls for July on LUMN. Lets rip

Terrible_Vacation989

Why the conviction on LUMN? I assume you're treating LUMN as an asset play that will go up in value if there is a constraint on fiber optics.

b0men

I’m being kinda careful here given how toppy the market looks Some longs I have conviction in are: $LUMN $RDDT $NOW For non tech I like the housing trade here. It’s so beaten down and I think the govt will intervene and boost builder stocks. For this I have $QXO and $NAIL the 3x etf (high risk)

newtownkid

Been riding SLS since it was $1.5, we hit $9 today but the party is just getting started. LUMN is my long-term play - cost basis around $5, throwing $1k/month in there. Slowly shifting a larg portion of my port into bonds in anticipation of blazing hellfire.

Bob_the_peasant

*scared crappiest-SP500-company noises* Say goodbye to Newell Brands (NWL) Norwegian Cruise Line (NCLH) Lumen Technologies (LUMN Say hello to SpaceX OpenAI TacoPhone

Sam_Vicious2

NVTS vs LUMN?

KDingo2

LUMN 💪

nzholtok

LUMN ripping

jakeryan91

You misspelled LUMN

KDingo2

Northline by Lumen connecting Seattle to Mpls for high speed AI data. AWS and/or MSFT partner?? Go LUMN!

pspahn

I think I just remember someone saying something like "the CEO seems legit" and I had a little fuck around money from LUMN calls so I bought like 100 shares somewhere around $6.25.

InitiativeGlum2507

All jokes aside, I cannot believe LUMN is so stuck. This shit should be $11-14. Where's my AI buildout play?

InitiativeGlum2507

Real positions: 4600 HOOD 8000 QXO 600 QCOM 6200 LUMN 200 ARM 40 RKLB

InitiativeGlum2507

Real positions: 4600 HOOD 8000 QXO 600 QCOM 6200 LUMN 200 ARM 40 RKLB

thenorthernwhiteboy

Long call options have very little time delay(theta). If you are truly worried about it you could roll them into a later expiry but you have so long I wouldn’t worry. When an option moves ITM its delta skyrockets meaning it moves closer to the stock price movement eventually reaching 1:1 The deepest ITM option available will move 1. Go look at SPY calls, scroll down far enough and you’ll get past 0.999 to 1. I have leaps on LUMN, ACHR and BBAI. I don’t even look at them aside for earnings to reassess slightly. Why Nokia?

Jesus-Musk

I have so much conviction behind LUMN it is insane

SlayerXZero

My view is Lumen (LUMN). It is not “safe” (still loss-making and revenue is declining) but the company has a large fiber base, has been signing AI/private connectivity deals, sold its consumer fiber business to AT&T to reduce debt, and guides to $3.1–$3.3 billion of 2026 adjusted EBITDA (6.4x–6.8x)

thenorthernwhiteboy

I actually am considering buying leaps on LUMN Jan 2028. I think this could pay off very well if photonics turns out to be what I believe it will along with their phone business

thenorthernwhiteboy

Sold al my SNDK today, grabbed some more MUU. I’m think of buying leaps on LUMN though, anyone thoughts?

Independent_Name_601

LUMN did the same shit last night. Look where they ended today. Post-earnings. Went as low as $8.42 last night I believe.

InitiativeGlum2507

I have to add one thing: I am dumping 100k into LUMN because the fundamentals play is so obvious, I literally could not give a fuck about anything else

thenorthernwhiteboy

LUMN blew earnings damn

InitiativeGlum2507

I swear to God, if LUMN doesn't hit $11 this quarter, I'm going to jump out a fucking window

AncientGrab1106

LUMN ma boi

thenorthernwhiteboy

Anyone hold LUMN shares? I’ve got some but want to load up ahead of earnings

cosmicgreg2

Bottleneck is how much heat is generated and how fast data can be moved in and out. For those problems, photonics are key. Companies like LITE, COHR and POET. Then, focus on fiber optic networks, like LUMN.

Phantom400

Looking at LUMN and PATH long options around ‘28. Thoughts on these two and any others you might be playing?

coachharling1

The actual advice is to prowl WSB, find the DD posts with 300 comments that are all saying "looks good, im buying as soon as market opens" and ride the train If you see a DD that has majority negative comments, or the stock is already up >100% over the past few weeks, dont buy, its a trap Another piece of advice is to find good DD's from 6+ months ago and see how the stock is doing now If the stocks price is deflated, but the core fundamentals of the dd are still in play, it might be an oportunity. LUMN, POET, and PAA are all stocks that I rode the hype the first time they showed up on WSB, sold when the hype died down, and rebought several months- a year later when the stock prices were at what I thought was a good entry point If youre serious about this, take a look at your losses and analyze what went wrong- was it buying into hype that had already played out? Was it risking more money than you should have on short term plays that may not pay off? Was there any analysis done on the catalysts that would move the stock in the direction you wanted to go? Also, you may realize its just not for you. I tried trading SPY daylies for 3 months until i realized im just not cut out for it. Too much stress + im just too greedy. I like buying leaps (1 year + expirations) cause the risk is lower and i can still make decent money if i play the momentum right Not financial advice.

GoodDayTheJay

I was gonna put $5,000 into Lumen (LUMN) when it was 80¢ in 2023 because of the future outlook and their strong foundation. I didn’t and did other trades instead. In June of 2024, it was just under a dollar and I have it thought again, same amount. Within a couple weeks, it popped to above $10/share. I was kicking myself on missing roughly $60K. I can’t be too frustrated, though. The trading experience I gained along the way in that time led me to be the profitable futures trader I am today and have well made up those profits. Still, that’s my missed one.

Independent_Name_601

Holding LUMN $6.40 average

InitiativeGlum2507

LUMN 7.20 thank you orange jesus

PandaCalves

Appreciate you pulling this together OP! I also traded Ulta a few years ago and think that Centene is interesting. To throw a few names at you: - Lumen Technologies, LUMN. Has been volatile recently, but I think they're well into a successful turnaround, and have established an oligopolistic moat in enterprise fiber. I've been adding at current prices; I think their performance post earnings has been unfortunately impacted by Anthropic's tiff with the current administration. I think they'll be a $10 stock again in 2026. - Teledyne, TDY. Industrial "sensing" conglomerate, that I think is still an underappreciated backbone to much of the coming machine/robotics age; also holds a number of US defense contracts where they're essentially the only supplier. I've been a shareholder since 2023 and TDY has frankly been a drag on my portfolio...very happy to see them finally gain traction over the last few quarters; still think they have room to run. - Heico, HEI. Aerospace and defense component OEM and refurbishment/replenishment provider. The stock has tanked (due to lower than expected forecasts?) after beating earnings last quarter; I've added to my position as I believe the ongoing global hostilities will lead to continued earnings beats in 2026+.

InitiativeGlum2507

LUMN

Independent_Name_601

LUMN, F, and a biotech, RXRX. I did exit RXRX premiums all but disappeared when the stock fell below $4.00.

Independent_Name_601

What are we bag holding these days. I’ll go first: LUMN. I’m in it at a cost basis of about 8.30 current share price is 6.65. I’m thinking about finally DCAing but my cash secured puts keep expiring OTM so I haven’t had any luck buying. But on the plus side I’m earning nice premiums on those cash secured puts.

PandaCalves

A few tickers for you to consider; most are "value" from a "I think the Friday close was a reasonable entry point" rather than low P/E or small-cap value but, FWIW, I have positions in all of the below. - LUMN - Lumen Technologies. Enterprise fiber (legacy phone line provider) that I think/hope is on a successful turnaround path. I first entered <$2 a few years ago and had been trimming a large position...but I picked up more when they dipped following earnings earlier in the month. I think this is a $10-15 stock in 2026. - HEI, Heico Corp. Aerospace/defense component provider that unexpectedly dipped following an earnings beat last week. Heico makes the components that keeps the Air Force/Navy flying, and I think they're going to continue to run with all of the military deployment activity. Every hour of flight time eventually translates to revenue for HEi. -TXT, Textron. Industrial/Aviation conglomerate (best known brands include Cessna and Bell) with a very interesting defense business; I particularly like what they're doing with drones. P/E still under 20. - VEU, Vanguard ETF- all World not including US. This (plus a ton of commodities) is my play on the US debasement trade. I also have EWJ (Japan), FLKR (South Korea), AFK (Africa), and EPU (Peru) as specific country/region ETFs. - NVO, Novo Nordisk. Huge growth as the first GLP-1 provider...I think they're oversold now as the market is afraid of competition. This is a recent entry for me; they're now at pre-GLP 1 prices, with a P/E ~10. All that said, I think value is hard to find right now...but the current volatility makes for a lucrative (but risky) environment for swing trading.

Nice-Dingo9138

Insider buying is historically a **12–24 month signal**, not a next-quarter earnings predictor. You’re testing a long-term conviction signal against a short-term volatility event. Earnings moves are mostly: • positioning • expectations vs whisper numbers • guidance • macro flows Not fundamentals in isolation. The LUMN example proves it perfectly  beat earnings by 209% and still dropped. That wasn’t fundamentals, that was positioning. Would be interesting to see: – Performance 6 months after earnings – Or insider buys clustered within 30 days of earnings – Or buys >1% of insider net worth My guess? The signal probably shows up on a longer horizon.

Zephyr520

LUMN but this was a while back when they still had a large dividend.  Bought at $10ish and they fell to a little under $2. I held through it and dumped it all eventually around $6-7.  I learned that investors get very upset when a company cuts dividends. More recently….PYPL.  I bought some shares at $67ish and then added to the position as it fell but after it tanked to the 40s last earnings, i just gave up and dumped my position. Oops.  Not sure if I learned my lesson because Im still tempted to hop back in again. Most of my blunders in stocks have been selling stuff too early rather than losing heaps on a stock tanking.

constructiontimeagnn

https://preview.redd.it/mtdvpap27ikg1.jpeg?width=1125&format=pjpg&auto=webp&s=9bd8750a726f233c22e2be7f50b9e3dff1ddab8a Thanks to #LUMN Klarna had that glorious beat. Buy more LUMN.

constructiontimeagnn

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)

constructiontimeagnn

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)

constructiontimeagnn

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

constructiontimeagnn

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

constructiontimeagnn

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)

constructiontimeagnn

[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

PastaFanatic

Is LUMN a good optics company to buy? There are many optics companies in this sector (GLW CIEN NOK LITE etc) so I'm not sure what their MOAT is

beever-fever

LUMN. datacenters are going to keep being built. Someone needs to connect them.

KDingo2

LUMN another Govt contract.....Lets Go!!

newtownkid

Long hold on a lot of LUMN at $5, expecting big things from SLS (been there since it was $1.5). Gambling a decent chunk on POET. Holding a few other things but also weighting heaving in SGOV and SCHD because things are feeling funky.

beever-fever

And who bought all that fiber? LUMN

scoh-chan

LUMN should be pumping since seahawks won.

Jesus-Musk

All in LUMN

forrealjeff

The FOMO on LUMN is so real. I should have bought at $6 *scratches head*

FiendingForRanch

LUMN you’re a freak

FiendingForRanch

My entire portfolio lost 17% today. Two largest holdings were LUMN (-21.8%) and IREN (-17%). Tough day, feeling numb, geez they both shit the bed.

Sweet-Regular7250

LUMN $8.5 calls 📈📈

Iayfon

Why LUMN

InitiativeGlum2507

I wouldn't be surprised if AI loses steam and AI infrastructure picks up. Calls on LUMN

pspahn

I saw some post about RKLB when it was like $6 and threw a few hundred at it cause I had some gains from juicy LUMN calls. I should have maxed the CC though.

beever-fever

LUMN bb

Helpful-Advice-1216

LUMN just completed a huge debt restructuring combined with an upcoming debt pay down in the first quarter and last week someone on ST board mentioned the CVNA example 🤔

MrFantastdick

LUMN?

KDingo2

LUMN for another 10%

TangerineTrades

LUMN is building out critical AI infrastructure and still valued like a dying telecom.

newtownkid

LUMN for sure. Maybe ONDS. Theres a small cap stock 330m I’m pretty hot on. Once it hits 500 I can post about it here.

newtownkid

I expect 4x from LUMN after their deal closes next year.

Substantial-Cow2938

Agree that its valuation is insane at the moment. I wouldn’t touch it even with a mile long stick at the current price level. Having said that, let’s wait for SpaceX IPO. What percentage of that would be Starlink? We will find out. ASTS should benefit greatly if SpaceX really hits 800-1000B market cap!  The whole idea of actively managing your portfolio is also to actively manage risks. Else I would just invest in ETFs. Sure, investing in a potential multibagger is a risk. You just have to manage the risk until the greater market finds out the potential. I also bought Alphabet at 120, RKLB at 4, QS at 3.75, LUMN at 5. These have paid me off well! All of them were deemed risky when I bought them. Now they all have a floor below which they just refuse to trade.  Get in early if you can! 

Defiant_Regular3738

Multiple waves of people made money on MSTRbate but there’s always the last wave that buys in at 19000% all time high and loses their ass. My big wins were OPEN PATH GETY UAMY LUMN PTON OPTX It was the best year financially in my 40+ years. Am down about $50K from a couple months ago but took plenty of money out to make it real.

qwoogazi

Surprised that LUMN has not caught fire yet. They own a ton of the network infrastructure needed for these data centers, have a world class leadership team (their CEO ran Microsoft’s business in Americas) and knows how to modernize the business model, and the stock is still priced like they are about to go bankrupt. I think 2-3x returns in the next few years is inevitable.

Much_Candle_942

What's up with **$LUMN**. First, partnered with PLTR, then debt issuance.  Hold or quit?

Helpful-Advice-1216

Strange I did the same thing with PLTR and rolled into LUMN. Great minds…

FiendingForRanch

LUMN just go up for like 2 straight days gotdam

renothedog

Tossing my favorite for the year out there, LUMN. All these AI datacenters have to connect somehow. LUMN

AppointmentOverall16

Thanks kind stranger for calling the LUMN pump today!

worst_items_instock8

Christ Almighty, is LUMN a short squeeze?

worst_items_instock8

!banbet LUMN $10 1w

mpanning

LUMN, PLBY, LYG, TE are my moves tomorrow. buying more

FiendingForRanch

How tf does LUMN go up 7.5% yesterday and then right back down 7.5% today?

Traditional_Ad_2348

Don’t sleep on LUMN, formerly CenturyLink

wiltingbeneathshadow

$$LUMN$$ 🤙🤙

lithe_silhouette

Very nice, I forgot about LUMN

mpanning

buying more of LYG, TE, CIB, NU, LUMN tomorrow

Status-Chip-7755

Yes LUMN

Jamiroquietly

Girl friend wanted Lulu lemon. I bought LUMN. 😔