LUMN - Lumen Technologies

Optics demand widening, Lumentum is behind on supply (30%+), margins improving, host expects strong growth.

Host mentions Lumen as a CPO/photonics name that is a bottleneck for AI. He is very bullish on photonics and expects great earnings.

Approaching $7 support; if breaks down under that level, expect further downside.

Approaching $7 support; if broken to downside, could see further decline

Momentum play: if LUMN can break out above its high of day at $11.30, watch it to the upside.

Stock was on fire today. Bullish if it breaks out past $9.50 resistance. Consolidated at that level.

Lumen Technologies is a momentum play to the upside. If it can break out above $8.42, watch it higher.

Lumen is transforming from a legacy telecom into an enterprise fiber networking company positioned at the center of the AI infrastructure boom. The $5.75B sale of its consumer fiber business to AT&T allows focus on higher-margin enterprise networking. The company plans to expand to 47 million intercity fiber miles by 2028, creating significant barriers to entry. Stock is up 69% over 6 months but remains 30% below recent highs, suggesting potential opportunity.