LUMN Lumen Technologies Inc

$LUMN I’m a reluctant owner of this stock. Ive said in the past, Kate is a hardcore liberal. Liberals /Democrats have a deep mental disorder that affects their interpretations of everything, not the least of which is; Life, social constructs and self awareness. They dig their own graves while believing they’re building a kingdom. They are intuitively redundant. You cannot be a liberal TODAY and a successful, transformative CEO simultaneously. The only thing that will save this company is a buyout with new leadership.

$LUMN very bullish Should be a power jump over $6 then pushes into 6s leading to earnings. Very well may in 8s next week.

$LUMN I accumulated more the past 2 months at any price under $4.75 and riding with these 10 largest institutional holders (according to my friend Claude ! ). 1. BlackRock 2. Vanguard Portfolio 3. State Street 4. FMR (Fidelity) 5. Vanguard 6. Geode Capital 7. Goldman Sachs 8. Dimensional Fund Advisors 9. Norges Bank 10. JP Morgan Asset Management

$LUMN last time I checked....LUMN is not a wireless phone play yet we are being taken down with att and V??

$LUMN kinda crazy stock has either been flat or down maybe 95% of trading days last 3 months--even on days where entire market way up--from 11 to 4.50 with no news nothing bad just a lot of everything is on track slaughtered when AI is down and also Telco and no pop on the good days---There is no premiums MM are trying to steal from retail and mostly institutional owned Guess its just become a buy and forget until its priced somewhat correctly

$LUMN Fundamental are screaming for a buy, but the momentum has been broken and technical analysis points to further downside with target on the up 3 handle. In the last 2 quarters no new PCF deals have been announced so the trajectory of growth has stopped and the evaluation plummeted. You make money when people are very bearish and the blood is on the street. Not a slam dunk but this company has completed the turnaround and the best is yet to come in my opinion. I started to accumulate on this weakness and I will increase over the next few weeks with an eye to 2027 guidance.

$LUMN Our MSFT QUEEN Woke in Seattle, is Proving Who Her/Our Daddy is. This is oustanding news notwithstanding. Lumen and Microsoft Expand Collaboration to Co-Sell Enterprise AI-Ready Networks

$LUMN CFO agrees with me on DEBT profile also, and just layed the HAMMER DOWN on Wrong Street. Nice work, Mr. CFO.

$LUMN CFO says legacy revenues no longer matter and of course earlier, he told the Street debt no longer matters in this growth transformation story. Will The Street finally believe him through today's numbers looking ahead? Nah!

$LUMN I suspect insiders will be loading up tomorrow based on this stock price and progress.

$LUMN $SPCX $TSLA SpaceX owns the space layer and is building the mobile layer. Lumen owns the missing terrestrial layer: AS3356 Tier-1 backbone, long-haul/metro fiber, PoPs and enterprise connectivity. SpaceX vertically integrates what matters: rockets, satellites, spectrum, compute. Why rebuild or perpetually rent critical infrastructure that already exists? Buy Lumen with $SPCX equity and let $LUMN shareholders participate in the upside SpaceX can create. Then bring Starlink operations to CenturyLink’s former Monroe, LA headquarters, now ULM’s Clarke M. Williams Innovation Campus, named for the man who built the company that became Lumen. Louisiana already bet big on SpaceX. Monroe has the telecom history, workforce and a beautiful technology campus waiting for another mission. Space + mobile + fiber. Put the pieces together.

$LUMN $SPCX $TSLA : Control. Scarcity. Time. I had Grok independently stress-test the SpaceX/Lumen thesis. Its Nov. 4 conclusion: SpaceX should rationally already be evaluating Lumen or an equivalent national terrestrial network for Starlink Mobile. Grok modeled: $11-$15/share rational SpaceX range $13.25/share simulated negotiation midpoint $12/share economically defensible Replacement estimate: $25B-$50B+ / 6-12+ years Industrial thesis: 7.5/10 Strategic ownership: 7/10 And if something were already negotiated and signing-ready? Grok picked Nov. 12 premarket. Not because a deal is known to exist. It isn't. Because the core thesis isn't merely fiber valuation. It's what I keep coming back to: You can lease capacity. You can't lease back lost time. Independent AI-generated analysis by Grok (xAI), Nov. 4, 2026. Not a statement, endorsement, or communication from Elon Musk, SpaceX, xAI, or Lumen Technologies.

$LUMN $SPCX $TSLA PCF CHECK 👀🧵 💰 $13.5B+ in cumulative PCF agreements. PUBLICLY NAMED: ✅ Microsoft ✅ Meta ✅ AWS ✅ Google ✅ Anthropic NOT publicly named: ❌ OpenAI ❌ SpaceX/xAI OpenAI at least has the Microsoft/Azure connection. ☁️🧠 But SpaceX/xAI? 🤔 🛰️ Starlink 📱 D2D/mobile 📡 Terrestrial wireless 🧠 AI/compute 🏢 Colossus All require massive terrestrial connectivity. Yet no publicly disclosed SpaceX/xAI PCF deal. Maybe they're buying connectivity elsewhere. Or maybe being just another Lumen customer isn't the endgame. 👀🛰️ $LUMN

$LUMN This is worth noting: Strategic Revenue grew 10% YoY. Digital Revenue increased from $39M to $56M QoQ. NaaS active ports grew 38% QoQ. Strategic Waves Sales increased 22% QoQ. Strategic Sales grew 30% YoY. The CFO also explained that new NaaS sales typically take about one quarter to convert into revenue, while additional digital services can be activated much faster.

$LUMN I believe the TSA does not allow for buybacks even after the ATT proceeds took a chunk out of the total. Ask Google AI. I know folks like Tangerine Trades write there silly opinionated substack articles and he makes some good points BUT The TSA is structured to disallow share repurchases until certain parameters are met. That aside, Buying back shares while revenue continues to shrink is not good business and what lead to lumens last debt crisis (dividends and some minor buybacks) I know lumens leadership has signaled buy backs as an aspirational goal but they are just not there. Those acting as if buybacks will solve Lumens woes are pushing an agenda that they “think” will support the PPS but i vehemently disagree. Lumen needs that revenue inflection that is always 2 years away, that will give them The dollars to deal with reinvestment in the business, real debt management and eventually buybacks..

$LUMN Elon needs 80m cell towers. that’s a boatload backhaul needed for Starlink !!!! Helloooo LUMN

$LUMN hey Stansbury , how's that only taking "accretive" deals plan going huh ? You are a real bright spot - yup such a luminous thought that it's better to not take a huge PCF deal with NVIDIA and not let stupid Zayo take it. I would bet my left *** that NVIDIA was begging LUMN to do it and rely tantly had to slink over to Zayo for the build out. We would have been at 20 bucks a share by now you den of lunatics

$LUMN the MSFT agreement might be the greatest item of foreboding for LUMNs future greatness. This could be the beginning of proving out LUMN's concept that a smarter network will be a force multiplier for the effectiveness of the AI infrastructure. If MSFT-LUMN clouds can demonstrate leveraging intelligent network LUMN capabilities to optimally distribute massive AI workloads it will prove LUMN has jumped leaped and bounds in a meaningful way over the legacy enterprise network providers and thus will merit the higher valuation multiples we have all been waiting for. This would either be expedited or followed by a subsequent MSFT acquisition of LUMN since integrating the smart network would make MSFT the clear partner for building out AI ready clouds into the future giving them the differentiating factor to outclade their competitors and justify a LUMN acquisition.

$LUMN & MSFT. can the Microsoft collaboration move the LUMN needle? Things are really good at LUMN and things are going to get very interesting in the next 4 sessions. Buy under $5.00.

Comeback Kings $LUMN $DKNG bounced from session lows. buyers stepping in or shorts stepping out? next session gets interesting