Applied Optoelectronics (AAOI) reported Q1 2026 highlights including total revenue of $151.1M (up 51% YoY) and data center revenue of $81.4M (up 154% YoY). However, conflicting data from TrendSpider suggests $AAOI experienced a "brutal double miss" and lowered its guidance. The post highlights a discrepancy between the company's reported record revenue and external analysis of its financial performance.