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 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 Seahawks playing at Lumen Stadium on national television….. not one fucking commercial…. not one… but sure are a lot of starlink commercials and Verizon commercials. What the fuck is the marketing department doing? Fire them all….😡

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

$LUMN I believe the odds are pretty good that the lumen team rings the opening bell at the Nasdaq tomorrow morning

$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 Demand isn’t waiting..Neither is the network..Lumen’s new “Wavelength RapidRoutes”documentary shows how the company is building the highspeed backbone the AI era demands..with speed..scale..and rock solid predictability…”RapidRoutes” delivers prioritized 100G and 400G connections on pre-engineered routes b/w high demand markets and data centers…The result? Industry leading delivery in as little as 20 days on qualifying paths..up to 2x faster than traditional builds..so enterprises..hyperscalers..and innovators can move massive data volumes without the old delays…With 350+ data centers..35+ major metros, 100k+ miles of 400G ready fiber..and connections to 125+ cloud on-ramps..Lumen is turning the need for speed into a competitive advantage. AI workloads..cloud replication..distributed training…and real-time data flows no longer have to wait…The future of connectivity is already on the road. Lumen is making sure it arrives on time..eventually shareholders will see massive gains!

$LUMN I love the move to NASDAQ, which was also a good chance to point out the 25 yr fixed debt at 6.5%. Recent selling has been NYSE market makers punishing Lumen for leaving the big board…. Fill up my wagon today.

$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 I tried to talk myself OUT of the SpaceX/Lumen thesis. Musk doesn't NEED Lumen. But why control the best satellite network when you could control the best NETWORK? 🌎 Fiber 📡 Wireless 🛰️ Starlink ⚡ Orbital lasers Let traffic take the best path. AI/DC traffic? Fiber. Fiber outage? Space. Satellite outage? Fiber. Mission critical? BOTH. That's capacity, coverage, redundancy and control. SpaceX doesn't have to own Lumen. But if Musk's goal is the most resilient end-to-end network on Earth AND in space, owning both becomes a hell of an interesting strategic question.

$LUMN I’m not worried …I’m riding with these guys… 10 Largest Institutional holders of LUMN shares 1 BlackRock 142.26 million $1.093 billion 2 Vanguard Portfolio Management 61.47 million $472.1 million 3 State Street 48.00 million $368.7 million 4 FMR LLC (Fidelity) 45.33 million $348.1 million 5 Vanguard Capital Management 42.04 million $322.9 million 6 Geode Capital Management 24.82 million $191.1 million 7 D. E. Shaw 17.49 million $134.4 million 8 Goldman Sachs 16.98 million $130.4 million 9 Charles Schwab Investment Management 15.97 million $122.6 million 10 Dimensional Fund Advisors 14.61 million $112.2 million

$LUMN bottom Is IN BUY. BUY. BUY here we go again. They slammed it lower right into end of quarter. The next 60 days look great. Back over $6 in short order.

$LUMN $SPCX $TSLA 💡 Today’s takeaway: Starlink doesn’t need to replace fiber. That may be the wrong idea entirely. Lumen already sells/manages Starlink alongside fiber, wireless & satellite connectivity. Starlink is currently positioned at just 40–220 Mbps in Lumen’s material, including primary/backup use cases. Meanwhile Lumen just launched Dual Path: two active, physically diverse fiber routes. I’ve argued for a long time that the winning network needs all 3: 🌐 FIBER + 📡 WIRELESS + 🛰️ SPACE 🌐 Fiber wins where massive capacity is already cheap & available. 📡 Wireless wins for mobility. 🛰️ Space wins for reach & true physical diversity. Now imagine one network controlling Lumen’s terrestrial infrastructure AND Starlink’s orbital network. Don’t force traffic onto fiber. Don’t force traffic into space. ⚡ LET THE BEST PATH WIN. SpaceX doesn’t NEED Lumen. But owning both physical transport planes could make Starlink one hell of a network. 🚀

$LUMN seems clear Spacex should aquire lumen. It will give them the final piece to scale starlink, full self driving & enterprise AI including huge government and defense related contracts. Maybe not just a matter of time but definitely an interesting scenario. Spacex/Tesla tie up purchasing lumen would amount to a rounding error on their corporate financials.

$LUMN Another > $100B Market Cap "SaaS" PARTNERS with Lumen, The Trusted AI Network" still being priced as though they're an inevitable "GOING CONCERN" at ~ $4.5B MC and falling even while they produce FCF's in their current state and two billion less than they would if they were still "expanding the network" that exceeds the annual FCF's being produced by these SaaS companies. Turn to SaaS because NaaS is NOT REAL! Wasn't it Pacino playing Colonel Slade in "Scent of a Woman" who said, "THERE IS SOMETHING REALLY WRONG GOING ON HERE!!!!!!"

$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 unbelievable. We’re going to 4 fucking dollars per share. Disgusting and mgmt doesn’t give a fuck

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

$LUMN AI data will ride on Lumen’s rails. It doesn’t matter who wins the AI arms race, it only matters that there is a race and then Lumen will prosper over the medium to long term. The recent stock weakness is just noise…..