data center revenue · X 热门 · 2026-10-11 20:31 UTC

# data center revenue — X 热门讨论 (2026-10-11 20:31 UTC)

## @JasonL_Capital (Jason Luongo) · 10-11 17:16 · ♥52 ↻5 💬12 Peter Lynch averaged 29% a year running Magellan from 1977 to 1990. He did it with one favorite metric: the PEG ratio.

PEG = P/E divided by growth. Under 1 means the growth is on sale.

Here are 10 stocks under 1 right now:

1. $COHR ~0.6x

Data center and comms revenue grew 59% to $1.62B last quarter, and Nvidia put $2B into the company in March. Coherent says indium phosphide supply is its only bottleneck, and it's quadrupling wafer capacity in Texas to fix it. When supply is the only problem, the demand is already there. https://x.com/JasonL_Capital/status/2109332330108137484