Tessara's falsification test for its Micron call: watch DRAM price change on Sept 30
tengyanAI · x · 2026-09-25
Tessara lays out what would prove its Micron forecast wrong: Micron's June outlook already flagged "a meaningful moderation in the rate of price increases," and management may have embedded more upside than the model assumes. The key number to watch on Sept 30 is Micron's DRAM price change.
Related event: Tessara Predicts Micron Revenue to Smash Street High Estimates(4 posts)→
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