we got the $MU revenue call directionally right, but our model was $1.9B too high. we put 80% on revenue above $52B, with central estimate of $54B / full model $56B. shared our house call with Tessara users last week. micron reported $54.2B. the easiest mistake after a correct call is assuming you were right for the right reasons. so i wonder did we overestimate pricing upside? count something already in guidance? misread shipments or mix? going to dig in so we improve our readthrough for the memory companies reporting in the coming weeks. this research was done on @tessara_ai - you can actually do it yourself too in the research workspace.
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