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      "text": "Awarding $5 in share gains to what we estimate is only $1.18/share in total value, from Lumen's role as general contractor on a massive construction project, is just silly.",
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      "text": "We are short shares of Lumen Technologies, a $26bn telecommunications company trying to spin how AI will fuel the dramatic turnaround of a secularly declining business saddled with $19bn of debt.",
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