# data center revenue — X 热门讨论 (2026-10-02 13:42 UTC)
## @DiligentPlane (Diligent Plane) · 10-02 13:04 · ♥48 ↻1 💬18 I’m very excited to see $MOD trading today as a much more focused data center cooling company
No more legacy auto business weighing down the multiple
They cut the fat, and they’re growing data center revenue nearly 100% YoY
I think this could be a potential multibagger
This is just the start for $MOD https://x.com/DiligentPlane/status/2106007539930292471
## @mattsgarman (Matt Garman) · 10-02 09:03 · ♥34 ↻6 💬12 The race our nation can’t afford to lose, plus a new commitment from us and a fresh set of community https://x.com/mattsgarman/status/2105946702981316816
## @TheBigBerbowski (TheBigBerbowski) · 10-02 10:46 · ♥33 ↻5 💬2 $CRDO COPPER VS. OPTICAL
Here's what $CRDO CEO said during Goldman Sachs Communacopia 2026 when asked about the debate of copper versus optical, and about the timeline for the transition between the two, and at what point does he think copper starts to hit physical limitations?
Bill Brennan: I have been in this role 13 years, and the first time I got that question was about 12 years ago, as I talked about Credo being a company that was going to develop connectivity solutions for both copper and optical. At that point, the number of copper connections in a data center was greater than 95%, and today, the same ratio exists.
With that said, we have been very successful extending the life of copper over the last five or six years. We have grown into what is going to be a multibillion-dollar revenue company. Our investments over the last couple of years have been almost exclusively from a real innovation and disruption standpoint in the optical area. Customers will decide on what type of connectivity solution they use based on the requirements of that connection.
For short connections where copper can be used, the debate is over. Copper will be used because it's fundamentally more reliable, more power efficient, and a lot of times lower cost. When you've got connections that are longer than you can achieve with copper, of course, optical is the default choice. With that comes opportunity because with laser-based solutions, there's a fundamental reliability challenge as compared to copper, which is probably 100 or 1,000 times more reliable.
With reliability becoming much more important as AI clusters become a much bigger part of the market, and considering that the connection between a GPU or NIC and that first switching layer, that there's no redundancy. Now you've got tens of thousands of GPUs all interconnected together and dependent on each other. There's an increasing requirement for better reliability.
That's our North Star. > 引用 @TheBigBerbowski: Credo Technology $CRDO: Investment Thesis https://x.com/TheBigBerbowski/status/2105972618901807529
## @BlogJulianKomar (Julian Komar) · 10-02 12:45 · ♥30 ↻1 💬3 Here's why I keep rejecting $NBIS despite its explosive revenue growth and compelling AI data center story.
Look at the chart.
- Sharp rallies followed by equally sharp selloffs. - Wide price swings. Too many red bars. - The stock repeatedly gives back its gains instead of developing a sustained uptrend.
This is a perfect example of why learning to recognize a QUALITY BASE is so important.
A quality base should show constructive price action. I want to see volatility contracting, tighter daily price ranges, fewer sharp selloffs, and evidence that buyers are willing to support the stock.
Ideally, the stock develops a clear uptrend, with the 8- and 21-day EMAs reflecting that momentum.
NBIS hasn't consistently demonstrated the price behavior I'm looking for.
Does that mean NBIS can't break out and move significantly higher?
Absolutely not.
It could rally tomorrow. But that's not the point.
The question I ask myself is:
What would happen if I traded stocks with this kind of price action 200 times?
Would I consistently capture large winners? Or would I repeatedly get stopped out, chase sharp rallies, and give back profits during violent reversals?
I'm not interested in predicting the next move of a single stock. I'm interested in repeatedly trading setups that give me a favorable opportunity to make money.
That's why I study the difference between tight, constructive bases and wide, loose, choppy ones.
NBIS keeps appearing in my scans. I'll continue watching it, but I want to see a meaningful change in its behavior before considering an entry.
Never fall in love with a story.
The fundamentals get my attention. The price action determines whether I trade it. https://x.com/BlogJulianKomar/status/2106002536851194360