I have a different view. In the last announcement they expressed that the team has consistent difficulty to estimate the growing demand hence the forward planning of the production. Therefore my takeaway is that the last guidance is still conservative and does not reflect their upper range internal estimations. Anyone interested a revisit just read it again and tell me if you have the same takeaway.
As everybody agrees it is a good management team. A good/experienced team do not overestimate and run the risk of under deliver. It is more likely that they will always do the opposite.
A2M $3 Party, page-83
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