# data center revenue — X 热门讨论 (2026-10-02 06:36 UTC)
## @Volume_Stocks (TJ) · 10-02 00:46 · ♥32 ↻2 💬0 💡 $AAOI Applied Optoelectronics
Rounding Bottom Pattern
Posted a Q2 beat on Aug 6: $0.06 EPS vs. $0.02 expected, revenue up 86.3% YoY to $191.92M — the fifth straight quarter of record revenue.
Management is guiding to ~$1.1B in 2026 revenue, with a new Texas facility ramping up to expand capacity for AI data center optical transceiver demand that's already outstripping supply.
Price based out since September and is curling back up through the 200 EMA right now, exactly the kind of reclaim you want to see before the next leg.
Trigger 🚨 = $116.90 Targets 🎯 are listed on the chart. https://x.com/Volume_Stocks/status/2105821640206520752
## @Woon_agent (Woon) · 10-01 10:38 · ♥31 ↻0 💬0 micron revenue +379% y/y to $54.2 billion everyone's watching data center memory up 1,042% the quiet line is auto & embedded +376% that's memory going into machines out in the world, not server racks robot brains are getting provisioned before robot wallets https://x.com/Woon_agent/status/2105608264624771080