CoreWeave is mentioned as a previous supplier picked by major tech giants, which has seen over 200% growth, but the focus shifts to Lumen as the next opportunity.
Source Post
Fibre optics is the future of connecting ai data centers Over $13b contracts from Google, Microsoft, Meta,...
Jun 3, 2026
The creator highlights Lumen Technologies (LUMN) as a key player in providing fiber optic infrastructure for AI data centers. They note that major tech companies like Google, Microsoft, Meta, and Amazon are contracting with Lumen for their AI data needs, citing Lumen's extensive network and recent contract wins as reasons for a bullish outlook with a price target of $20.
Linked Mentions
Tickers discussed in this post
The creator is personally stacking LUMN around $10 with a price target of $20, citing its extensive fiber network and significant AI contract wins from major tech companies.
Linked Signals
Tracked calls opened from this post
LUMNbuy opened Jun 3, 2026
-40.53%