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 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 $SPCX $TSLA Starlink already uses Lumen AS3356. So no, SpaceX doesn't need to acquire Lumen just to put traffic onto a Tier-1 backbone. The bigger question is SCALE. Starlink is building its own terrestrial backbone, PoPs, IX connectivity and peering relationships while Lumen AS3356 already ranks #1 globally by AS customer cone. “Customer cone” = all the networks reachable downstream through an AS’s customer relationships. #1 means Lumen sits atop the largest customer network tree on the Internet. Why recreate what already exists? SpaceX already owns an extraordinary global transport layer in space. Lumen owns an extraordinary terrestrial network underneath it. 🛰️ Keep traffic in space when space is best. 🌐 Drop it onto Lumen AS3356 when terrestrial is best. SpaceX can do both today. The $LUMN thesis is whether eventually it makes more economic and strategic sense to OWN both. One global network. Two transport layers. Route each packet where it belongs.

$LUMN $SPCX $TSLA Musk keeps running into the reality that countries don't necessarily want all their traffic disappearing into a global satellite network. India is a great example. Starlink has already built 20 local gateway sites and India-specific controls to keep Indian user data inside the country. Buying Lumen wouldn't magically solve regulation. But owning a global terrestrial networking platform could give SpaceX another tool for solving country-specific routing, interconnection and localization requirements. 🛰️ Global network in space. 🌐 Terrestrial network on Earth. 📍 Localize traffic when governments require it. Maybe Lumen isn't just about U.S. mobile. Maybe it helps complete the GLOBAL Starlink architecture.

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

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

$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 seems we have the right to fail!! Cramer has a twin... inverse Kate! unfuk1ingbelievable what the BoM is capable of!! any idea how to get them out ?

$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…..

$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 crazy price action and extremely compressed. This is going to be a violent move soon. I just hope it’s in the right direction.

$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 end poison pill Buy shares back Kate has absolutely let Wall Street Rape the shareholders of LUMN

$LUMN Who else is staying? I am riding this until the wheels fall off! down 26% I said to my buddy "I've been down 25% before, well I wouldn't say that much maybe like 11% it won't go down that far..........." Welp here we are..

$LUMN Management team doing the victory tour while presiding over the following performance is not a good look: 1M: -19% 3M: -22% 6M: -30% 1Y: -23% 2Y: -19% Meanwhile, QQQ has done the following: 1M: +5% 3M: +4% 6M: +23% 1Y: +23% 2Y: +52% Investing is a long term game and we’re confident in the long term outperformance of Lumen given the fundamentals and current valuation. However, management continues to do a great disservice to shareholders by refusing use even a small amount of their cash on hand to buy back shares. Actions speak louder than words. What will it take for them to actually “play offense”?