LesleyNewman
08-07

$Lumen Technologies(LUMN)$ When 'ol Softie started with their AI agents and data center-centric perspective on its development, and we all can see how they (and their competition) are rapidly spinning up the build on DC's on a planetary scale, my immediate thought was "they're gonna need a lot of fiber - nerve fibers really - to affect that strategy so them looking at a telecom player would make sense..." LUMN came immediately to my pointy little mind so a few months back I started building out a longer term strategic gamble in this one (and others). I did not think it would explode quite so soon, but here we are. I've loose trailings down on my strategic position to target lock the current profit and will let my machines dictate my next move from here. That said, let's ride this pony shall we!?

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