Every belief shift hardened in the same direction: EyeQ demand keeps surprising upward, China OEM exports account for roughly half the volume upside, and the AI software rewrite gets a public milestone in July.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 23, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.