# data center revenue — X 热门讨论 (2026-09-29 15:19 UTC)
## @DrJStrategy (James E. Thorne) · 09-29 14:04 · ♥56 ↻8 💬7 The world is short memory.
Micron reports Q4 tomorrow after the close.
Street: $51B revenue / $31.50 EPS / 86% GM
Guide: $50B ± $1B / $31 ± $1 / ~86% GM
That’s on top of a Q3 that already did $41.5B, 84.9% GM, and $25.11 EPS. Then look further out.
Consensus still has FY28 EPS close to $180, with margins modeled north of 80%. FY27 is already $160. The stock is $1070. That’s roughly 7x forward earnings.
AVGO margins are in the 70% range.
The market is pricing MU like 1990s NAND: violent cycle, peak margins, then a cliff.
The bull case is that this isn’t a 2-year product cycle. AI memory is still infrastructure. HBM + data-center DRAM tightness is being modeled into 2028, not 2026. Long-term customer agreements are locking in volume and putting a floor under pricing.
So the setup is simple:
Tomorrow is about whether Q4 and the FY27 guide keep the print-and-raise cadence alive.
The real debate is whether $180 in FY28 at 80%+ margins is a peak to fade or still early.
IMHO Memory names need to be rerate to at least a market multiple.
If this cycle lasts into the end of the decade, MU gets rerated. At 6x, the market is betting is betting on the past. $MU https://x.com/DrJStrategy/status/2104935268323152108
## @seo_bint_ejamil (Bint E Jamil ( Technical SEO Specialist)) · 09-29 09:19 · ♥48 ↻6 💬8 COMPLETE SEO 2026 CHECKLIST :What Google Wants Now ============================
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#SEO https://x.com/seo_bint_ejamil/status/2104863503932948838
## @MilkRoadAI (Milk Road AI) · 09-28 16:22 · ♥33 ↻1 💬8 Wall Street thinks CoreWeave will become the next hyperscaler.
UBS projects that CoreWeave’s revenue could rise from $1.9 billion in 2024 to nearly $85 billion by 2030 and that would represent more than 44 fold growth in only six years. The forecast assumes that demand for AI computing will continue exploding as companies deploy models across coding, search, advertising, robotics and enterprise software.
However, the real bull case is not simply revenue growth but rather operating leverage. CoreWeave must spend heavily upfront to secure GPUs, power, networking equipment, and data center capacity and once that infrastructure is operating and highly utilized, revenue can grow much faster than the cost of running it.
That is why UBS expects EBIT to increase from approximately $1.1 billion in 2026 to nearly $22.9 billion in 2030, with the EBIT margin expanding from roughly 8% to 27%. EBIT means earnings before interest and taxes because it measures the profit generated by CoreWeave’s actual operations after accounting for operating expenses and hardware depreciation but before subtracting interest payments and taxes.
That matters because CoreWeave is financing an enormous infrastructure buildout, a rising EBIT margin would show that its data centers are becoming more profitable, but it would not eliminate the company’s substantial interest expenses or continued capital requirements. In other words, CoreWeave could become highly profitable at the operating level while still consuming cash to finance its next wave of growth.
The valuation also looks increasingly interesting compared with Nebius. Nebius owns valuable power and has enormous growth, but CoreWeave already has a much larger operating footprint and contracted backlog. That backlog gives CoreWeave stronger revenue visibility because much of its future capacity already has customers attached to it. If CoreWeave and Nebius receive similar valuations despite CoreWeave having substantially more contracted demand and a clearer path toward tens of billions in revenue, CoreWeave is arguably be the more undervalued company.
The market is likely discounting CoreWeave because of its debt, customer concentration, and enormous capital requirements. However, those risks must be weighed against a backlog that helps reduce uncertainty around whether the infrastructure will actually be used. I’m already positioned around the AI cloud buildout, and CoreWeave is one of the names I’m watching closely as it scales toward hyperscaler size. If you want to see exactly how I’m positioned across CoreWeave, Nebius, and the rest of the neocloud trade, check out my full Milk Road Pro portfolio below.
https://t.co/thIhK9ZH4E https://x.com/MilkRoadAI/status/2104607595768221971
## @brunoswerneck (Bruno Werneck de Almeida) · 09-28 22:57 · ♥30 ↻4 💬4 1/ Today, @Plaid announced a partnership with @DecagonAI to power more helpful, proactive consumer finance-related workflows including customer support, onboarding, and consumer engagement.
This signals an important evolution: Agentic AI is changing the way financial services and fintech companies engage with consumers.
Example: For lenders with complex workflows requiring multiple process steps across several days, this integration helps keep the entire process in one streamlined flow, improving the borrower experience and reducing application drop offs.
Here's a high-level breakdown of how it works:
Problem: • Static customer support tickets or stalled onboardings could take hours, maybe even days to resolve • Prompts for financial account logins live in separate browsers outside a conversation and lead to drop-off • Bottom line: Time wasted and customers lost costs money
Solution: • Real-time consumer-permissioned financial data happens directly in an agent conversation • Customer support requests are resolved in minutes and onboardings resumed seamlessly • Bottom line: Financial context leads to more helpful consumer experiences. As agents become more sophisticated and contextual, customer support shifts from a cost center to a revenue driver instead
Thrilled to partner with @thejessezhangg, @AshwinSreenivas, and the Decagon team. > 引用 @DecagonAI: We’re partnering with @Plaid to bring more seamless financial experiences to Decagon customers.
Customers can securely connect their bank accounts within a conversation, allowing agents to help resolve failed payments, disputed charges, account issues, and more without sending them elsewhere to authenticate.
For longer workflows like claims and applications, Decagon agents can carry context forward over days or weeks and pick up where the customer left off. https://x.com/brunoswerneck/status/2104706982837878914
## @HunterAllen4 (THE GAP FATHER) · 09-29 04:12 · ♥31 ↻0 💬5 $APTV
Told you the deep dive was coming, indicators
I’m strangely drawn to this one. Aptiv no longer has the wiring-harness business after spinning it into Versigent. MmWhat’s left is a much more interesting stack: ADAS, sensing, compute, safety-certified software, high-voltage/high-speed interconnects and the infrastructure that lets machines sense, think and act at the edge.
The valuation is what keeps catching my eye. Mid-single-digit EV/EBITDA and high-single-digit P/E while revenue is still growing, margins are slowly expanding and the company is buying back shares. The market clearly sees the China/European auto exposure and the recent guidance cut, but I’m not convinced it fully values what the remaining business is becoming.
The non-auto piece is where I’m watching closely. Robotics, drones, aerospace/defense, telecom, energy storage and data-center/edge applications are still small relative to automotive, but non-auto revenue is growing nicely.
Aptiv can take the same sensing, compute, software and rugged interconnect technology it already qualifies with major OEMs and push it into other mission-critical machines.
You also have management putting money behind the story, including recent open-market CEO purchases, alongside the buyback.
But that’s exactly why I’m interested. You’re potentially getting a safety-certified intelligent-edge platform at an auto-parts multiple while the mix slowly shifts toward higher-content, higher-margin and non-auto applications.
Still a show-me story, but this is one of those setups where I want to see what happens if the market finally stops valuing $APTV like a traditional supplier. https://x.com/HunterAllen4/status/2104786302193316188