All that is just short-term noise. Looking ahead to 2031, $Lumen Technologies(LUMN)$ at $50, and potentially $70 in the next 7 to 10 years. This will materialize once AI data centers genuinely need connectivity. Training massive models or moving data for AI data centers cannot happen without physical fiber networks. As long as big tech wants to maintain influence and the system keeps running, $Lumen Technologies(LUMN)$ acts as a resilient hedge. Consider this: 1.4 billion people use iPhones. $Apple(AAPL)$ can sell anything across unlimited screen space, which is worth more than Times Square commercial real estate. And VISA's payment rails are the foundational systems for cashless transactions used by Apple Pay, Google Pay, Samsung Pay, PayPal, Cash App, Venmo, Klarna, Affirm, AfterPay. The fact that it attracts so much flak just means you're on the right track. Looking 5 to 7 years out, $Lumen Technologies(LUMN)$ could be a once-in-a-lifetime opportunity to capture the value of its century's worth of accumulated permits, rights-of-way, and underground infrastructure. It's like a long-term call option on the world's strongest economy. I'm staying long and staying confident.
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