$Lumen Technologies (LUMN.US)$ A turnaround company like Lum...
A turnaround company like Lumen, if it successfully transitions from near-bankruptcy to high growth in AI and data center infrastructure, may have a longer growth runway due to its lower starting valuation and untapped market potential compared to the already mature Magnificent 7 tech giants.
$Lumen Technologies (LUMN.US)$Top leaders teamFormer Microsoft Executives at Lumen:1. Kate Johnson•
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One historical comparison is NVIDIA versus AMD in the early 2010s. At the time, NVIDIA was already a strong player in graphics processing, while AMD faced challenges and was near bankruptcy. However, AMD underwent a successful turnaround, pivoting into high-performance computing, especially with its Ryzen and EPYC processors, and gained substantial market share. This shift gave AMD a longer growth runway as it captured new markets, while NVIDIA continued growing but at a more stable rate due to its established position.
Another example is Apple versus Microsoft in the early 2000s. Apple was struggling financially, while Microsoft was a tech leader. Apple’s turnaround, spurred by innovations like the iPod and iPhone, led to unprecedented growth and market share expansion, giving it a growth runway that far exceeded expectations, eventually outpacing Microsoft’s growth trajectory at the time.
In both cases, the turnaround companies (AMD and Apple) had more room to grow due to their lower starting points and untapped potential compared to their already well-established competitors.
Another example is Apple versus Microsoft in the early 2000s. Apple was struggling financially, while Microsoft was a tech leader. Apple’s turnaround, spurred by innovations like the iPod and iPhone, led to unprecedented growth and market share expansion, giving it a growth runway that far exceeded expectations, eventually outpacing Microsoft’s growth trajectory at the time.
In both cases, the turnaround companies (AMD and Apple) had more room to grow due to their lower starting points and untapped potential compared to their already well-established competitors.
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