The Greatest $4 Stock of a Lifetime (10X Potential!)

0:00 The culture was play not to lose and that was very telco. So telco, you know, old copper infrastructure declining, no innovation, preserve, preserve, preserve, preserve. He who dies last wins. We had to shift from play not to lose to play to win. Literally everything has to change. So that was the CEO of Lumen Technologies speaking. And I am Mike. This is IPO Market Watch. This is an amazing YouTube video that you want to stick around because Lumen Technologies might just be one of the greatest investment opportunities probably of the last 5 years at least that someone could make in my opinion, but that doesn't mean it's financial advice for you. And I might be wrong, but I'll explain why. And this is the

0:45 second part of the video uh part two video of Lum Technologies because I did one I think like 10 days ago. You might want to watch that. That's very important. So watch that. I'll try to remember to, you know, put a link of the first video in the comment section below. But anyways, in this second part, I will continue to explain more and through some very very very very incredible incredible key information that the CEO itself will say. I'll show you some video clips about what is going to occur with the company within the next two to three quarters. So that's not far away. And why I think that even just not just the three quarters but

1:31 beyond that the incredible incredible incredible beautiful opportunity that exists with Lumin Technologies is insane. I'm I I cannot turn my back on this opportunity. Um no way. Let me explain. [Music] So Kate, you were at Microsoft before uh taking over as CEO of Lumen. And when you came into the company, it was and to some extent still is, it was viewed as a kind of traditional telecom company. It brought fiber to people's houses, to businesses. You're rearchitecting the company and arguably the architecture. Right now, the networks of yesterday, they don't serve enterprises who want to

2:19 use AI to transform their business. For businesses, this means faster connectivity, more reliable connections or AI powered applications. It means automation, data analytics, more real-time access. So, it's really some of these foundational innovations that Bloomman is doing that enables our customers to innovate faster to support their customers better and unlock revenue opportunities. And none of that can happen without networks that are able to move and protect massive amounts of data instantly. Lumin Technologies at the time of me recording this video is at $4.69. And this is the max lifetime chart of the stock. Let's go over to my discord and use the fair value AI bot that I have available which will tell you in detail the fair value of a stock that it

3:06 believes obviously it's just AI right so you want to use your own brain at the end of the day but the fair value analysis for Lumen right here as you can see fair value analysis Lumen Lumen Technologies Incorporation current price $469 at the time of me uh running this analysis but it gives me a fair value of $79.54 the fair value of $79 5954 is obviously not this year, but looking more and taking into consideration many many many many metrics that I have put into this fair value analysis AI bot that I created. Do I agree with 79? Yeah, if I'm going to look at it the long term, I do. Call me crazy. Long term, right? Not now, not this year. Uh but if Lumen works out and does exactly

3:53 what it promises, this is a $79 stock company in the far away future. If we include also in the future maybe share repurchase programs and so on, but that's just very far. Um the easiest thing to look at because with the politics that we have and the unknown and crazy uh decisions that are going on in this world, you can't really look that far anymore, can you? But if I'm going to look in the next one to two years, which is something that I can more realistically look at, Lumen is a 15 to20 US stock. Now, that's just my opinion. For anyone who is new and doesn't understand what this company is and you know, and you're saying to yourself, well, you know what, a max lifetime chart that I'm looking at right now sucks. up until maybe let's say up

4:41 until 2022 2021 it was a whole uh different company. It was the old Lumen, a Lumen technologies company that has nothing to do with the new Lumin technologies going forward. Those networks are not big enough. They're not fast enough. They're not secure enough. They're not intelligent enough. But Lumen's got this, you know, incredible fiber network that's within a couple of milliseconds of 97% of the businesses in North America. And uh we saw huge opportunity uh to seize the day especially since AI is the fastest diffusing technology in the history of mankind. Lumen is the backbone of the AI economy. Lumen has uh you know the largest inner city ultra- lows fiber network uh in

5:28 North America. AI requires massive bandwidth, low latency, high resiliency. Yesterday's networks just won't meet the needs of tomorrow's AI. As Lumen began to see the demands, it was the point that we said, "Wow, uh, we're going to need a bigger boat. We expect to triple over the next three years what we had collectively built over the last 25." That's massive. If you're still a little bit confused, maybe you don't understand or maybe you still don't believe, I don't know, of why Lumin Technologies might be might be uh one of the greatest investment opportunities for shareholders. Um, pay attention to this next 10, 15, 20 second video clip that I'm going to play for you where the CEO

6:14 says something super important. And then after that I'm going to play also a clip where you will see three major major major catalysts which are going to drive the share price which are going to drive the value of the stock way up from now going into 2026 which is not far away. And we saw very clearly that the hyperscalers, the biggest technology companies on earth and the social platforms, they were going to make big bets on training their AI algorithms and AI needs data. Data needs data centers and those data centers need to be connected and we were the best network uh you know of choice and so we saw huge demand and that's how we booked $8.5

7:00 billion of connectivity deals with those hyperscalers last year alone. Transformations don't happen overnight. There are phases to a transformation. Step one, free cash flow. Boom. We got it. Step two, grow your EVA duh. Boom. We call the ball at the end of the year. Step three, grow your revenue. That's in the plan and that's what we're working on right now. For example, the revised 2025 financial outlook. They had to revise it upwards. It's so awesome because right now the AI to enterprise is an $80 billion market cap that Lumen is the only one in best equipped and position to take uh advantage of offering fiber networks to connect data centers to connect not just data centers applications everywhere.

7:45 The free cash flow was 700 to $900 million positive but they had to revise that to 1.2 to $1.4 billion. So it went from 900 million to $1.4 billion. Uh this is an incredible, beautiful, stunning free cash flow revision. Yes. Primarily driven by a $400 million tax refund, lower capital expedentials though played a role. Uh better IBIDA performance, uh lower interest expenses. So while many think this is a one-off boost in free cash flow, they're wrong. Lumen hinted in its earnings call that the same benefit will likely boost 2026 free cash flow guidance, giving the

8:31 company more flexibility to either grow capital expendentures, reduce debt, or a combination of both. And each time in the future that you will hear that Luma Technologies is reducing debt, then you can be sure that the stock will move forward. Each time you hear that Ebida is getting better, that they're growing, that they're headed towards profitability, that free cash flow is now being revised higher, net income is now getting better and better, the stock will continue to grow. They're going to get more deals in the future. Also, there is so many there are so many catalysts for Lumi Technologies going forward that I personally speaking for me, I am 100% I'm this is just me, right? Uh I'm not talking about you. you

9:17 should not copy what I do, right? It's not financial advice in any way, shape, or form. But for me personally speaking, I'm 100% 100% convinced that this is one of the best investment opportunities in the last at least in the last 5 years. One of the things they said in the latest earnings was this. This is direct from the company. It's not my words. and they said this but I think we're at the point where it's hard to call right now because of the business because the business is performing well we're in the next few quarters we will be at the bottom point of VBIDA so our lowest absolute IBIDA in any given quarter will take place in the next two to three quarters mark that within the next two to three quarters and we grow from there all right so we grow from

10:04 there so we feel very confident they say in that IBIDA inflection they have a you know there's a huge inflection point for the company as far as I beta in 2026. I don't think people want to miss out on that, right? Um people who are invested in Lumen now are going to reap the rewards. They're going to be rewarded as you know time goes by. Um and then obviously 27 they said and beyond as the modernization and simplification savings build and as the revenue really improves the rate of decline I think materially improves over the next couple of years and the IBIDA just continues to grow for anyone who is a technical analysis trader. So if you're interested in investing in a stock purely on technical

10:51 analysis, obviously for the very short term, very short term, not for the long term. Our tech nerd analysis that we have over on our discord. So we use the AI tech nerd analysis in my discord and ran it for Luma Technologies give us a score of 63 out of 100. Slightly bullish. And then if we run the other one because each technical analysis AI bot that I have runs on different indicators many indicators each one I couldn't combine all in one because it wouldn't make sense but the bull screener analysis for lumen gives us a 77 out of 100 right recommendation strong buy you know either way if you're running purely on technical analysis um lumen makes sense and it's been

11:37 making sense let's not forget that in my Discord and I also in my previous YouTube video for Lumen I I showed it. All right, I show I showed it. You can watch that video that I had called Lumin a buy at $3.72. $3.72 cents and today it's at $469 within a month or less. uh we're already making money on that based on I had run it at that time based on a little bit of what I learned about Lumen and where they're going and a lot based on our tech analysis AI tools more for technical analysis if you're interested. So the support is at 460 resistance is at 471 and there's the various steps for each support and resistance. There's

12:23 also you can also run on my Discord dynamic risk assessment for each stock. So if we run for lumen, it gives you the following information and the level of risk is moderate for the time being. I think it's going to improve. That's just my opinion. I think it will improve. And then it also gives you a visualization of very uh advanced beautiful information for the dynamic risk assessment uh of Lumen. I can go on and on and talk to you more about Lumen technologies. Uh but at the end of the day, it's just going to go around around and around and get to the point of me saying again and again that I'm very bullish uh that this is one of the greatest stocks that I can invest in now. um based on the share price, based

13:10 on the transformation of the company to what they are now, which is totally different to what they used to be, based on the CEO that is running the company who is phenomenal with a great background. um based on guidance of the company going forward, based on new contracts that are going to be in the works, um debt lowering. There's so many things, so many things that make this an incredible, incredible investment. Time will tell. Time will tell if I'll be right or wrong. Let me know in the comments section below what you think. And thank you very much for watching this YouTube video. Don't forget to subscribe to my channel as it really does help. If you have anything to add for Lumen in the comment section below,

13:57 I would really appreciate it. Hit the like button. Uh comment, subscribe to the YouTube channel. And you know, if you want to be part of our Discord community, the link is in the description of this YouTube video or at the bottom of your screen. Uh there's a uh you can see what it is, patreon.com/bullmarketwatch. I wish you guys all the best. Take care.