# data center revenue — X 热门讨论 (2026-09-15 07:53 UTC)
## @Filecoin (Filecoin) · 09-15 03:07 · ♥61 ↻6 💬1 182% is how much worldwide data center component revenue grew in Q2 2026, per Dell'Oro Group's report, as DRAM and storage drive prices per bit more than doubled year over year.
Filecoin storage capacity was already deployed before this price surge began. https://t.co/fAPKbz6tfa https://x.com/Filecoin/status/2099696479275274447
## @HunterAllen4 (THE GAP FATHER) · 09-14 15:59 · ♥31 ↻0 💬7 $AEHR
Sell the house. Restructure your mortgage. Don’t engage with bot females on the app as they could ruin your chance at financial freedom status 😂
LOAD UP ZONE. DON’T MISS.
AEHR is getting smacked after a massive AI/SiC/SiPh run, but the setup is getting interesting around $80, where horizontal support and the rising 200-period MA are sitting. The longer-term 200-day SMA is down around $64–65, so there’s still room for volatility.
The FY2027 story is the reason I’m watching it. Effective backlog is $100M+, AI/data-center represented 71% of FY2026 revenue, and management guided to $130–150M FY2027 revenue — 160–200% growth. Q4 revenue hit $18.8M with $0.11 EPS, and the next major catalyst is expected around early October earnings.
TA is resetting after the $140+ selloff: MACD histogram has flipped positive, while RSI is around 45, TSI remains mildly negative and BB %B is ~35.
That tells me momentum is trying to turn, but I still want to see $80 hold and eventually a reclaim of $88–90. Lose $80 with volume and $63–55 comes back into play.
High beta, massive growth expectations, and earnings coming up = this is absolutely not low risk. But if AI/SiPh burn-in demand keeps converting backlog into revenue, I think this can rip again.
LOAD UP ZONE 👀
NFA. https://x.com/HunterAllen4/status/2099528594070380578