
Analysis
TS D3 PICKS #STM STMicroelectronics, #AAOI Applied Optoelectronics , #TWST Twist Bioscience
Oct 12, 2026 · Thinksabio Inc
#D3TS_Picks
#TWST Twist Bioscience is powering AI-driven drug discovery with synthetic DNA and biological data. Therapeutics revenue surged 49% YoY to $40.4M, marking 14 consecutive quarters of sequential growth, with adjusted EBITDA breakeven expected in Q4 FY2026.
For Detailed Analysis 👉 https://t.me/c/2454754655/8552
#STM STMicroelectronics is benefiting from AI data-center demand, with management projecting over $2B in AI data-center revenue in 2027 and total quarterly revenue exceeding $4B by Q4 2026.
Resistance: $55, $56.5, $58.5 | Support: $50
For Detailed Analysis 👉 https://t.me/c/2454754655/10242
#AAOI Applied Optoelectronics is benefiting from strong 800G/1.6T AI-networking demand. Data-center revenue jumped 140% YoY to $107.7M, supporting a return to non-GAAP profitability and approximately $1.1B in FY2026 revenue guidance.
Resistance: $112.5, $120, $126 | Support: $99
For Detailed Analysis 👉 https://t.me/c/2454754655/9451
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